FSM Wealth Advisors, LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 939,004
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 350 | 939,004 | 13F-HR | FSM Wealth Advisors, LLC |
| Q1 2026 | 4/27/2026 | 317 | 778,321 | 13F-HR | FSM Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 306 | 731,124 | 13F-HR | FSM Wealth Advisors, LLC |
| Q3 2025 | 10/17/2025 | 321 | 706,911 | 13F-HR | FSM Wealth Advisors, LLC |
| Q2 2025 | 7/31/2025 | 288 | 614,900 | 13F-HR | FSM Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.047 K
(0.8% of total reported value)
· QoQ Δ:
+6.918 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 294 K | 31.6% | 56.45 K | 0 | 56.45 K |
| ETFs | 635.8 K | 68.2% | 97.32 K | 0 | 97.32 K |
| Debt | 946 | 0.1% | 2 | 0 | 2 |
| Other | 1.229 K | 0.1% | 2 | 0 | 2 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
939,004
Holdings
350
QoQ value change ($000)
160,683
(20.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.