FSM Wealth Advisors, LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 731,124
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
8
(0.0% of total reported value)
· QoQ Δ:
-48
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 372.3 K | 50.9% | 0 | 6.717 K | -6.717 K |
| ETFs | 356.9 K | 48.8% | 30.81 K | 0 | 30.81 K |
| Debt | 530 | 0.1% | 104 | 0 | 104 |
| Other | 1.41 K | 0.2% | 73 | 0 | 73 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
731,124
Holdings
306
QoQ value change ($000)
24,213
(3.4%)
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.