Holdings

FSM Wealth Advisors, LLC

As of Jun 30, 2026, FSM Wealth Advisors, LLC reported 203 positions worth US$248M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc77,956US$22.6M+5,940Jun 30, 2026
Alphabet Inc (google) Class C55,104US$19.7M+2,057Jun 30, 2026
Nvidia Corporation88,997US$17.8M+9,031Jun 30, 2026
Microsoft Corp.33,780US$12.6M+4,550Jun 30, 2026
Amazon.com, Inc.32,026US$7.63M+4,837Jun 30, 2026
Progressive Corporation (the)31,079US$6.79M−707Jun 30, 2026
Exxon Mobil Corporation45,871US$6.27M+2,873Jun 30, 2026
Broadcom Inc.14,749US$5.57M+1,337Jun 30, 2026
Jp Morgan Chase & Co.15,592US$5.1M+854Jun 30, 2026
Berkshire Hathaway Inc.8,925US$4.47M−104Jun 30, 2026