FSM Wealth Advisors, LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 778,321
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
129
(0.0% of total reported value)
· QoQ Δ:
+121
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 237.6 K | 30.5% | 0 | 134.7 K | -134.7 K |
| ETFs | 538.4 K | 69.2% | 181.5 K | 0 | 181.5 K |
| Debt | 944 | 0.1% | 414 | 0 | 414 |
| Other | 1.227 K | 0.2% | 0 | 183 | -183 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
778,321
Holdings
317
QoQ value change ($000)
47,197
(6.5%)
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.