Advertisement
Screener

FSM Wealth Advisors, LLC Current Holdings: USA Stocks

FSM Wealth Advisors, LLC

FSM Wealth Advisors, LLC reported a Form 13F information table total of $778.32 million in 318 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1942548): holdings report, quarter ended 2026-03-31, filed 2026-04-27; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
TCP Asset Management, LLCUnited States$0.778B133
Lifeworks Advisors, LLCUnited States$0.779B297
AXQ CAPITAL, LPUnited States$0.777B973
NOTTINGHAM ADVISORS, INC.United States$0.777B112
Biondo Investment Advisors, LLCUnited States$0.780B82
First Pacific FinancialUnited States$0.777B663
BlueSky Wealth Advisors, LLCUnited States$0.777B115
Permanens Capital L.P.United States$0.776B88
UNITED BANKUnited States$0.781B239
TWIN CAPITAL MANAGEMENT INCUnited States$0.776B271