FSM Wealth Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1942548 CLEVELAND, OH

Position in INTU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$707,571

-$578,327 QoQ

Shares Held

2,711

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#933

of 1,740 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,378,277 across 7 Software - Application names. INTU ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	2,711	$707,571
2	ADP	Automatic Data Processing Inc	1,947	$436,030
3	SAP	Sap SE	1,820	$280,480
4	UBER	Uber Technologies, Inc	3,636	$262,373
5	CDNS	Cadence Design Systems Inc	671	$251,839
6	CRM	Salesforce, Inc.	1,472	$230,603
7	NOW	ServiceNow, Inc.	2,109	$209,381

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,571	2,711	-8.8%	Shares	Sole	2026-07-15
2026-03-31	$1,285,898	2,974	+4.4%	Shares	Sole	2026-04-27
2025-12-31	$1,887,234	2,849	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$1,930,586	2,827	+2.0%	Shares	Sole	2025-10-17
2025-06-30	$2,183,310	2,772	+3.2%	Shares	Sole	2025-07-31
2025-03-31	$1,649,177	2,686	+2.5%	Shares	Sole	2025-04-28
2024-12-31	$1,646,670	2,620	+1.2%	Shares	Sole	2025-01-24
2024-09-30	$1,607,769	2,589	+2.9%	Shares	Sole	2024-10-30
2024-06-30	$1,654,197	2,517	-0.3%	Shares	Sole	2024-07-12
2024-03-31	$1,641,250	2,525	+3.2%	Shares	Sole	2024-05-14
2023-12-31	$1,528,823	2,446	+0.5%	Shares	Sole	2024-05-14
2023-09-30	$1,244,138	2,435	-6.6%	Shares	Sole	2023-11-14
2023-06-30	$1,194,043	2,606	-1.0%	Shares	Sole	2023-07-12
2023-03-31	$1,172,978	2,631	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$1,018,977	2,618	0.0%	Shares	Sole	2023-01-19
2022-09-30	$1,014,003	2,618	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.