FSM Wealth Advisors, LLC

FSM Wealth Advisors, LLC reported 352 holdings worth US$939M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

FSM Wealth Advisors, LLC reported 352 holdings worth US$939M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 15, 2026 (Form 13F).

Holdings
352
Value as reported
US$939M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc77,956US$22.6M2.4%
Alphabet Inc (google) Class C55,104US$19.7M2.1%
Nvidia Corporation88,997US$17.8M1.9%
Microsoft Corp.33,780US$12.6M1.3%
Amazon.com, Inc.32,026US$7.63M0.81%
Progressive Corporation (the)31,079US$6.79M0.72%
Exxon Mobil Corporation45,871US$6.27M0.67%
Broadcom Inc.14,749US$5.57M0.59%
Jp Morgan Chase & Co.15,592US$5.1M0.54%
Berkshire Hathaway Inc.8,925US$4.47M0.48%
Tesla, Inc.10,264US$4.32M0.46%
Ge Aerospace9,825US$3.67M0.39%
Applied Materials, Inc.4,470US$3.23M0.34%
Sherwin-williams Company (the)9,108US$3.14M0.33%
Micron Technology, Inc.2,644US$3.05M0.33%
Ge Vernova Inc.2,563US$3.01M0.32%
Johnson & Johnson11,630US$2.95M0.31%
Taiwan Semiconductor Manufacturing Co., Ltd.6,017US$2.87M0.31%
Meta Platforms, Inc.4,663US$2.63M0.28%
Eli Lilly And Company2,078US$2.49M0.27%
Intel Corporation17,314US$2.42M0.26%
Bank Of America Corporation38,558US$2.2M0.23%
Kla Corporation7,230US$2.18M0.23%
Visa Inc.6,357US$2.18M0.23%
Lam Research Corporation4,697US$2.04M0.22%
Lincoln Electric Holdings, Inc.7,659US$2.03M0.22%
Asml Holding Nv987US$1.96M0.21%
International Business Machines Corporation6,949US$1.95M0.21%
Caterpillar, Inc.1,800US$1.92M0.20%
Cisco Systems, Inc.15,866US$1.86M0.20%
Costco Wholesale Corporation1,971US$1.84M0.20%
Advanced Micro Devices Inc3,153US$1.83M0.20%
Chevron Corporation10,375US$1.72M0.18%
Rtx Corporation8,885US$1.69M0.18%
Home Depot, Inc. (the)4,654US$1.64M0.17%
Enterprise Products Partners L.p.41,152US$1.51M0.16%
Palo Alto Networks, Inc.4,315US$1.47M0.16%
Walmart Inc.12,735US$1.44M0.15%
Merck & Company, Inc.11,015US$1.42M0.15%
Palantir Technologies Inc.11,032US$1.29M0.14%
Unitedhealth Group Incorporated2,903US$1.21M0.13%
Philip Morris International Inc6,509US$1.18M0.13%
Cvs Health Corporation11,184US$1.16M0.12%
Abbvie Inc.4,589US$1.15M0.12%
Mastercard Incorporated2,188US$1.12M0.12%
Oracle Corporation7,397US$1.08M0.12%
Pepsico, Inc.7,997US$1.08M0.12%
Procter & Gamble Company (the)7,359US$1.08M0.11%
Netflix, Inc.14,929US$1.07M0.11%
Marathon Petroleum Corporation3,727US$953K0.10%
Coca-cola Company (the)11,458US$931K0.10%
Parker-hannifin Corporation887US$867K0.09%
Bristol-myers Squibb Company14,570US$839K0.09%
Sandisk Corporation366US$832K0.09%
Firstenergy Corp.16,864US$802K0.09%
United Rentals, Inc.704US$798K0.08%
Welltower Inc.3,489US$792K0.08%
American Express Company2,339US$791K0.08%
Pnc Financial Services Group, Inc. (the)3,211US$791K0.08%
Amgen Inc.2,158US$782K0.08%
Truist Financial Corporation15,501US$772K0.08%
Abbott Laboratories8,235US$747K0.08%
Deere & Company1,177US$746K0.08%
Mcdonald's Corporation2,761US$746K0.08%
Wells Fargo & Company8,936US$738K0.08%
Qualcomm Incorporated3,970US$734K0.08%
Walt Disney Company (the)7,572US$729K0.08%
Cameco Corporation7,043US$717K0.08%
Goldman Sachs Group, Inc. (the)704US$712K0.08%
Intuit Inc.2,711US$708K0.08%
Verizon Communications Inc.15,609US$661K0.07%
Citigroup, Inc.4,611US$645K0.07%
Marvell Technology, Inc.2,138US$637K0.07%
Nucor Corporation2,696US$601K0.06%
Williams Companies, Inc. (the)8,038US$598K0.06%
Tjx Companies, Inc. (the)3,942US$597K0.06%
3m Company3,670US$594K0.06%
Nextera Energy, Inc.6,718US$590K0.06%
Carrier Global Corporation7,981US$585K0.06%
Pfizer, Inc.24,073US$580K0.06%
At&t Inc.27,063US$560K0.06%
Corning Incorporated2,117US$541K0.06%
Union Pacific Corporation1,981US$539K0.06%
American Tower Corporation (reit)3,221US$527K0.06%
Keysight Technologies Inc.1,502US$526K0.06%
Ametek, Inc.2,173US$526K0.06%
W.w. Grainger, Inc.382US$519K0.06%
Hilton Worldwide Holdings Inc.1,555US$514K0.05%
Vertiv Holdings, Llc1,528US$511K0.05%
Jack Henry & Associates, Inc.3,589US$494K0.05%
Csx Corporation10,165US$483K0.05%
Comfort Systems Usa, Inc.243US$481K0.05%
Charles Schwab Corporation (the)5,204US$480K0.05%
Amphenol Corporation2,648US$467K0.05%
Western Digital Corporation727US$464K0.05%
Texas Instruments Incorporated1,555US$463K0.05%
Vertex Pharmaceuticals Incorporated930US$462K0.05%
Northrop Grumman Corporation883US$450K0.05%
Danaher Corporation2,352US$448K0.05%
Heico Corporation1,692US$436K0.05%

Every holding of FSM Wealth Advisors, LLC

Source

View original at SEC

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