SEC 13F Intelligence

Managers / Q2 2024 · view latest →

FSM Wealth Advisors, LLC

CIK 0001942548 · 22901 MILLCREEK BLVD, SUITE 225, CLEVELAND, OH, 44122 · 2164681333

Reported Value
$298M
Q2 2024
Positions
157
Filings on Record
16
2019–present window
Filed
Jul 12, 2024
original filing

Summary

Fsm Wealth Advisors, LLC reported $298M in U.S.-listed holdings across 157 positions for Q2 2024.

Its largest position, J P Morgan Exchange Traded F, represents 5.9% of the portfolio.

Compared with Q1 2024, the fund opened 4 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $101MQ2 ’22Q3 ’22: $120MQ4 ’22: $141MQ4 ’22Q1 ’23: $172MQ2 ’23: $199MQ2 ’23Q3 ’23: $199MQ1 ’24: $282MQ1 ’24Q2 ’24: $298MQ3 ’24: $377MQ3 ’24Q4 ’24: $409MQ1 ’25: $445MQ1 ’25Q2 ’25: $615MQ3 ’25: $707MQ3 ’25Q4 ’25: $731MQ1 ’26: $778MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 68.1%Common Stock: 29.6%ADR: 0.9%Other: 0.8%MLP: 0.3%Other: 0.3%
  • ETP · 68.1% · $203M
  • Common Stock · 29.6% · $88M
  • ADR · 0.9% · $3M
  • Other · 0.8% · $2M
  • MLP · 0.3% · $938,993
  • Other · 0.3% · $886,762

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
WMTWALMART INCNEW+3.5K3.5K+$234,580$234,580
BPBP PLCNEW+6.1K6.1K+$221,437$221,437
MPWRMONOLITHIC PWR SYS INCNEW+249249+$204,708$204,708
FCXFREEPORT-MCMORAN INCNEW+4.1K4.1K+$200,815$200,815
NVDANVIDIA CORPORATIONADDED+36.8K40.8K+$1M$5M
BMYBRISTOL-MYERS SQUIBB COSOLD OUT6.7K0$361,204$0
DGDOLLAR GEN CORP NEWSOLD OUT2.2K0$347,664$0
MGMMGM RESORTS INTERNATIONALSOLD OUT6.3K0$299,510$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

37 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P MCP ETF · CORE S&P SCP ETF · NATIONAL MUN ETF · GLB INFRASTR ETF · EAFE SML CP ETF · CORE S&P500 ETF14.77%$44M600.3K
2JPIBJ P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF · INTL BD OPP ETF · ULTRA SHRT INC · ULTRA SHT MUNCPL13.27%$40M747.5K
3VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF · FTSE EMR MKT ETF8.28%$25M351.0K
4VANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS5.66%$17M60.6K
5SCHWAB STRATEGIC TRINTL EQTY ETF · US LCAP GR ETF5.15%$15M284.6K
6PIMCO ETF TRACTIVE BD ETF5.11%$15M167.3K
7VANGUARD SCOTTSDALE FDSVNG RUS1000VAL · VNG RUS1000GRW4.51%$13M173.0K
8MSFTMICROSOFT CORPCOM2.77%$8M18.5K
9AAPLAPPLE INCCOM2.71%$8M38.4K
10SPDR INDEX SHS FDSDJ GLB RL ES ETF2.71%$8M194.4K
11GOOGALPHABET INCCAP STK CL C · CAP STK CL A1.98%$6M32.2K
12NVDANVIDIA CORPORATIONCOM1.69%$5M40.8K
13CGGOUSDCAPITAL GROUP GBL GROWTH EQTSHS CREATION UNI1.38%$4M140.1K
14EXMOCEXXON MOBIL CORPCOM1.25%$4M32.4K
15LECOLINCOLN ELEC HLDGS INCCOM0.99%$3M15.6K
16VVISA INCCOM CL A0.90%$3M10.2K
17COSTCOSTCO WHSL CORP NEWCOM0.85%$3M3.0K
18BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.84%$3M6.2K
19AMZNAMAZON COM INCCOM0.84%$3M12.9K
20JPMJPMORGAN CHASE & CO.COM0.64%$2M9.4K
21VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.62%$2M37.4K
22NDQINVESCO QQQ TRUNIT SER 10.59%$2M3.7K
23UNHUNITEDHEALTH GROUP INCCOM0.59%$2M3.4K
24INTUINTUITCOM0.55%$2M2.5K
25AVGOBROADCOM INCCOM0.52%$2M962
26ADBEADOBE INCCOM0.50%$1M2.7K
27DHRDANAHER CORPORATIONCOM0.48%$1M5.7K
28HDHOME DEPOT INCCOM0.47%$1M4.1K
29QCOMQUALCOMM INCCOM0.45%$1M6.7K
30SPDR DOW JONES INDL AVERAGEUT SER 10.45%$1M3.4K
31METAMETA PLATFORMS INCCL A0.43%$1M2.6K
32SPDR S&P 500 ETF TRTR UNIT0.43%$1M2.4K
33PEPPEPSICO INCCOM0.41%$1M7.5K
34ABTABBOTT LABSCOM0.38%$1M11.0K
35LLYELI LILLY & COCOM0.38%$1M1.2K
36CHVCHEVRON CORP NEWCOM0.38%$1M7.2K
37ORCLORACLE CORPCOM0.35%$1M7.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$778M318Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$731M307Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$707M322Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$615M289Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$445M213Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$409M194Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$377M191Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$298M157Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$282M166May 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$199M144Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$199M165Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$172M156Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$141M141Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$120M130Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$101M113Aug 12, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.