FSM Wealth Advisors, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$778.3M
Holdings
315
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPIB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
7.2%
02
$BOND
PIMCO ETF TR
Held since at least Q1 2024
6.4%
03
$JAVA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.8%
04
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (13.0k shares)
4.3%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +7.8% (128.7k → 138.7k shares)
4.2%
06
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Sold 3.0% (393.2k → 381.3k shares)
4.0%
07
$VT
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
4.0%
08
$IJH
ISHARES TR
Q1 2026: Increased +3.2% (4.9k → 5.1k shares)
3.2%
09
$JMST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +167.0% (15.8k → 42.3k shares)
3.1%
10
$VONV
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:28 UTC.