FSM Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1942548 CLEVELAND, OH

Position in V

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

Position Value

$2,181,023

+$355,192 QoQ

Shares Held

6,357

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#2,296

of 4,501 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $4,330,670 across 4 Credit Services names. V ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	6,357	$2,181,023
2	MA	Mastercard Inc	2,188	$1,123,756
3	AXP	American Express Co	2,339	$791,166
4	COF	Capital One Financial Corp	1,170	$234,725

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,181,023	6,357	+5.2%	Shares	Sole	2026-07-15
2026-03-31	$1,825,831	6,041	-12.0%	Shares	Sole	2026-04-27
2025-12-31	$2,408,325	6,867	-36.5%	Shares	Sole	2026-01-23
2025-09-30	$3,690,659	10,811	+4.2%	Shares	Sole	2025-10-17
2025-06-30	$3,685,063	10,379	-4.1%	Shares	Sole	2025-07-31
2025-03-31	$3,794,079	10,826	+3.5%	Shares	Sole	2025-04-28
2024-12-31	$3,306,410	10,462	+0.8%	Shares	Sole	2025-01-24
2024-09-30	$2,852,881	10,376	+1.9%	Shares	Sole	2024-10-30
2024-06-30	$2,671,682	10,179	-1.7%	Shares	Sole	2024-07-12
2024-03-31	$2,888,478	10,350	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$2,647,499	10,169	+0.2%	Shares	Sole	2024-05-14
2023-09-30	$2,333,221	10,144	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$2,447,231	10,305	-0.2%	Shares	Sole	2023-07-12
2023-03-31	$2,328,099	10,326	-2.4%	Shares	Sole	2023-04-24
2022-12-31	$2,198,100	10,580	+1.0%	Shares	Sole	2023-01-19
2022-09-30	$1,861,239	10,477	+4.0%	Shares	Sole	2022-10-24
2022-06-30	$1,982,682	10,070	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.