FSM Wealth Advisors, LLC

CIK

1942548

Location

CLEVELAND, OH

Portfolio Value

Small $215,829,627

Diversification

Diversified

Filing Date

Global Rank

#3,703 / 8,232 ▲ 142

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-4.2%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

16 quarters · since Jun 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.8%

SPY

+76.3%

Annualised alpha

-4.1%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

205 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−0.4 pts

Top 5

27.7%

−1.4 pts

Top 10

39.4%

−2.5 pts

HHI

244

Diversified−15

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$72,026,072	39
Financial Services	12.8%	$27,523,536	27
Industrials	10.5%	$22,581,615	38
Healthcare	8.2%	$17,608,153	24
Consumer Cyclical	7.6%	$16,314,646	18
Energy	6.6%	$14,221,227	10
Unclassified	6.1%	$13,165,925	8
Communication Services	6.1%	$13,092,551	9
Consumer Defensive	4.3%	$9,364,575	13
Basic Materials	2.1%	$4,484,896	5
Utilities	1.8%	$3,948,102	11
Real Estate	0.7%	$1,498,329	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+21,851	95,966	$16,736,470
MVIS	Microvision, Inc.	+17,650	30,650	$19,616
SHW	Sherwin Williams Co	+6,433	9,334	$2,992,013
T	At&T Inc.	+3,721	28,134	$815,604
SCHW	Schwab Charles Corp	+2,672	5,360	$503,732
WELL	Welltower Inc.	+1,634	3,400	$672,214
KO	Coca Cola Co	+865	11,189	$850,923
NFLX	Netflix Inc	+855	10,101	$971,211
CARR	CARRIER GLOBAL Corp	+790	7,920	$445,975
MU	Micron Technology Inc	+778	2,465	$832,775
C	Citigroup Inc	+673	4,248	$481,765
NOW	ServiceNow, Inc.	+568	2,408	$251,756
UBER	Uber Technologies, Inc	+564	3,445	$247,798
VZ	Verizon Communications Inc	+560	14,310	$718,362
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+518	6,003	$2,028,713
PANW	Palo Alto Networks Inc	+429	4,112	$659,235
ORCL	Oracle Corp	+420	7,566	$1,113,034
AMGN	Amgen Inc	+413	2,229	$784,273
PM	Philip Morris International Inc.	+400	6,159	$1,018,329
AVGO	Broadcom Inc.	+380	13,412	$4,151,148
CVX	Chevron Corp	+372	9,431	$1,951,273
WMT	Walmart Inc.	+362	12,361	$1,536,225
NEE	Nextera Energy Inc	+343	6,499	$603,627
BMY	Bristol Myers Squibb Co	+277	13,913	$843,823
PGR	Progressive Corp/Oh/	+265	31,786	$6,301,256
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−11,484	10,575	$3,931,256
AES	Aes Corp	−9,549	11,730	$165,275
CSX	Csx Corp	−4,279	10,645	$436,977
CTRA	Coterra Energy Inc.	−2,596	5,863	$206,025
EPD	Enterprise Products Partners L.P.	−2,394	43,789	$1,656,975
LECO	Lincoln Electric Holdings Inc	−1,619	7,649	$1,905,212
CMCSA	Comcast Corp	−1,559	7,426	$213,200
PLTR	Palantir Technologies Inc.	−1,248	11,520	$1,685,145
AAPL	Apple Inc.	−1,195	72,016	$18,276,940
PFE	Pfizer Inc	−1,060	27,450	$770,796
CSCO	Cisco Systems, Inc.	−996	14,799	$1,148,254
GE	General Electric Co	−957	10,108	$2,868,347
HON	Honeywell International Inc	−928	3,303	$746,577
NKE	NIKE, Inc.	−846	4,781	$252,532
V	Visa Inc.	−826	6,041	$1,825,831
ABBV	AbbVie Inc.	−766	5,030	$1,093,974
QCOM	Qualcomm Inc/De	−696	3,599	$463,479
DB	Deutsche Bank Aktiengesellschaft	−677	9,564	$284,815
HD	Home Depot, Inc.	−578	4,483	$1,474,413
SPY	Spdr S&P 500 ETF Trust	−514	7,077	$4,602,456
QQQ	Invesco Qqq Trust, Series 1	−456	5,511	$3,180,838
JNJ	Johnson & Johnson	−394	10,865	$2,655,840
GOOGL	Alphabet Inc.	−374	23,438	$6,739,831
IBIT	iShares Bitcoin Trust ETF	−368	6,243	$239,856
ABNB	Airbnb, Inc.	−330	3,301	$416,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,229	$834,043
TXN	Texas Instruments Inc	1,418	$275,290
ADI	Analog Devices Inc	814	$258,965
PWR	Quanta Services, Inc.	464	$254,745
SNDK	Sandisk Corp	395	$250,959
GLW	Corning Inc /Ny	1,823	$247,873
DUK	Duke Energy CORP	1,853	$242,631
CME	Cme Group Inc.	820	$242,187
HIG	Hartford Insurance Group, Inc.	1,762	$238,275
MCK	Mckesson Corp	274	$237,108
SO	Southern Co	2,423	$233,867
NVT	nVent Electric plc	1,928	$228,043
MSI	Motorola Solutions, Inc.	502	$217,852
EME	EMCOR Group, Inc.	293	$216,324
MO	Altria Group, Inc.	3,248	$214,335
EQIX	Equinix Inc	216	$211,731
AEP	American Electric Power Co Inc	1,596	$209,203
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	808	$544,446
EA	Electronic Arts Inc.	1,717	$350,834
NVO	Novo Nordisk A S	6,788	$345,373
SPOT	Spotify Technology S.A.	567	$329,262
TTWO	Take Two Interactive Software Inc	1,269	$324,902
FDX	Fedex Corp	1,087	$313,990
COF	Capital One Financial Corp	1,099	$266,353
BX	Blackstone Inc.	1,710	$263,579
TDG	TransDigm Group INC	177	$235,383
BKNG	Booking Holdings Inc.	43	$230,279
MRVL	Marvell Technology, Inc.	2,440	$207,351
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

205 positions · $215,829,627 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 205 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	72,016	-1,195	$18,276,940	−8.2%	8.47%
NVDA	Nvidia Corp Technology	Added	95,966	+21,851	$16,736,470	+21.1%	7.75%
MSFT	Microsoft Corp Technology	Added	29,230	+81	$10,820,069	−23.2%	5.01%
XOM	Exxon Mobil Corp Energy	Added	42,998	+153	$7,295,040	+41.5%	3.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,438	-374	$6,739,831	−9.6%	3.12%
PGR	Progressive Corp/Oh/ Financial Services	Added	31,786	+265	$6,301,256	−12.2%	2.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,189	-190	$5,662,653	−10.4%	2.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,077	-514	$4,602,456	−11.1%	2.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,738	+240	$4,335,330	−7.2%	2.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,029	-298	$4,326,696	−7.7%	2.00%
AVGO	Broadcom Inc. Technology	Added	13,412	+380	$4,151,148	−8.0%	1.92%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,575	-11,484	$3,931,256	−60.4%	1.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,511	-456	$3,180,838	−13.2%	1.47%
SHW	Sherwin Williams Co Basic Materials	Added	9,334	+6,433	$2,992,013	+218.3%	1.39%
GE	General Electric Co Industrials	Reduced	10,108	-957	$2,868,347	−15.8%	1.33%
JNJ	Johnson & Johnson Healthcare	Reduced	10,865	-394	$2,655,840	+14.0%	1.23%
META	Meta Platforms, Inc. Communication Services	Added	4,400	+86	$2,517,372	−11.6%	1.17%
GEV	GE Vernova Inc. Industrials	Reduced	2,805	-14	$2,448,484	+32.9%	1.13%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,173	-25	$2,396,081	−4.1%	1.11%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,003	+518	$2,028,713	+21.7%	0.94%
CVX	Chevron Corp Energy	Added	9,431	+372	$1,951,273	+41.3%	0.90%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	7,649	-1,619	$1,905,212	−14.2%	0.88%
V	Visa Inc. Financial Services	Reduced	6,041	-826	$1,825,831	−24.2%	0.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,832	-7	$1,825,459	+15.1%	0.85%
LLY	ELI LILLY & Co Healthcare	Added	1,886	+19	$1,734,686	−13.5%	0.80%
RTX	RTX Corp Industrials	Added	8,835	+9	$1,704,271	+5.3%	0.79%
PLTR	Palantir Technologies Inc. Technology	Reduced	11,520	-1,248	$1,685,145	−25.7%	0.78%
EPD	Enterprise Products Partners L.P. Energy	Reduced	43,789	-2,394	$1,656,975	+11.9%	0.77%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	33,876	-289	$1,651,455	−12.1%	0.77%
IBM	International Business Machines Corp Technology	Reduced	6,467	-54	$1,567,536	−18.8%	0.73%
WMT	Walmart Inc. Consumer Defensive	Added	12,361	+362	$1,536,225	+14.9%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,483	-578	$1,474,413	−15.3%	0.68%
GLD	Spdr Gold Trust	Reduced	3,279	-244	$1,410,920	+1.1%	0.65%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,283	-73	$1,286,267	+7.3%	0.60%
INTU	Intuit Inc. Technology	Added	2,974	+125	$1,285,898	−31.9%	0.60%
STE	STERIS plc Healthcare	Reduced	5,549	-13	$1,227,050	−13.0%	0.57%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,189	-261	$1,225,634	+11.4%	0.57%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,799	-996	$1,148,254	−5.6%	0.53%
AMAT	Applied Materials Inc /De Technology	Added	3,347	+136	$1,143,971	+38.6%	0.53%
CAT	Caterpillar Inc Industrials	Added	1,609	+1	$1,139,912	+23.7%	0.53%
ORCL	Oracle Corp Technology	Added	7,566	+420	$1,113,034	−20.1%	0.52%
ABBV	AbbVie Inc. Healthcare	Reduced	5,030	-766	$1,093,974	−17.4%	0.51%
MA	Mastercard Inc Financial Services	Reduced	2,145	-31	$1,071,770	−13.7%	0.50%
ASML	Asml Holding NV Technology	Added	793	+18	$1,047,418	+26.3%	0.49%
KLAC	Kla Corp Technology	Added	710	+33	$1,045,411	+27.1%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,159	+400	$1,018,329	+10.2%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,980	+53	$1,008,191	+1.6%	0.47%
LRCX	Lam Research Corp Technology	Reduced	4,597	-75	$982,195	+22.8%	0.46%
NFLX	Netflix Inc Communication Services	Added	10,101	+855	$971,211	+12.0%	0.45%
MPC	Marathon Petroleum Corp Energy	Reduced	3,708	-10	$905,419	+49.7%	0.42%