FSM Wealth Advisors, LLC
Top Portfolio Positions
205 positions ·
$215,829,627 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
72,016 | $18,276,940 | 8.47% | |
| NVDA |
Nvidia Corp
Technology
|
95,966 | $16,736,470 | 7.75% | |
| MSFT |
Microsoft Corp
Technology
|
29,230 | $10,820,069 | 5.01% | |
| XOM |
Exxon Mobil Corp
Energy
|
42,998 | $7,295,040 | 3.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,438 | $6,739,831 | 3.12% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
31,786 | $6,301,256 | 2.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,189 | $5,662,653 | 2.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,077 | $4,602,456 | 2.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,738 | $4,335,330 | 2.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,029 | $4,326,696 | 2.00% |
Portfolio Trend
16 quarters · across all stocks
Holdings in SNDL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,400 | 20,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,200 | 20,000 | Shares | Sole | 2026-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||