account_balance
Investment manager · 13F filer · SEC CIK 1942548
FSM Wealth Advisors, LLC
Reported value$967Mas of Sep 30, 2026
Positions343 25 new, 26 sold out
Top 10 weight43.5%JPIB alone is 7%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPIBJ P Morgan Exchange Traded F
7.2%Added +8%
BONDPimco ETF Tr
5.6%Added +8%
JAVAJ P Morgan Exchange Traded F
4.8%Added +5%
VTIVanguard Index FDS
4.6%Added +5%
SCHFSchwab Strategic Tr
4.3%Added +10%
VWOVanguard Intl Equity Index F
4.3%Added +9%
VTVanguard Intl Equity Index F
4.0%Added +4%
IJHiShares Tr
3.1%Added +5%
JMSTJ P Morgan Exchange Traded F
2.7%Added +3%
AAPLApple Inc.
2.7%
VONVVanguard Scottsdale FDS
2.7%
SCHGSchwab Strategic Tr
2.7%Added +2%
JPIBJ P Morgan Exchange Traded F
7.2%Added +8%
BONDPimco ETF Tr
5.6%Added +8%
JAVAJ P Morgan Exchange Traded F
4.8%+5%
VTIVanguard Index FDS
4.6%+5%
SCHFSchwab Strategic Tr
4.3%+10%
VWOVanguard Intl Equity Index F
4.3%
VTVanguard Intl Equity Index F
4.0%
IJHiShares Tr
3.1%
JMSTJ P Morgan Exchange Traded F
2.7%
VONV2.7%
SCHG2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPIB J P Morgan Exchange Traded F 7.2% Added +8%
BOND Pimco ETF Tr 5.6% Added +8%
JAVA J P Morgan Exchange Traded F 4.8% Added +5%
VTI Vanguard Index FDS 4.6% Added +5%
SCHF Schwab Strategic Tr 4.3% Added +10%
VWO Vanguard Intl Equity Index F 4.3% Added +9%
VT Vanguard Intl Equity Index F 4.0% Added +4%
IJH iShares Tr 3.1% Added +5%
JMST J P Morgan Exchange Traded F 2.7% Added +3%
AAPL Apple Inc. 2.7% HeldVONV Vanguard Scottsdale FDS 2.7% Held
SCHG Schwab Strategic Tr 2.7% Added +2%
What changed
Biggest moves since Jun 30, 2026
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