Institutional Fund
Fsm Wealth Advisors, LLC
Cleveland, OHCIK 19425485 filings on record
Portfolio Value
$778.19M
Q1 2026
Holdings
316
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+6.4%
from $731.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F7.2%
- Pimco ETF Tr6.4%
- J P Morgan Exchange Traded F4.8%
- Vanguard Index Fds4.3%
- Vanguard Intl Equity Index F4.2%
- Schwab Strategic Tr4.0%
- Other69.2%
Portfolio Holdings
316 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.16M | $55.70M | 7.2% | +248.0K | Added |
| 2 | Pimco ETF Tr | 537.9K | $49.64M | 6.4% | +117.6K | Added |
| 3 | J P Morgan Exchange Traded F | 524.9K | $37.66M | 4.8% | +53.5K | Added |
| 4 | Vanguard Index Fds | 103.8K | $33.29M | 4.3% | +9.0K | Added |
| 5 | Vanguard Intl Equity Index F | 599.3K | $32.39M | 4.2% | +79.1K | Added |
| 6 | Schwab Strategic Tr | 1.26M | $31.29M | 4.0% | +276.8K | Added |
| 7 | Vanguard Intl Equity Index F | 222.7K | $30.81M | 4.0% | +20.8K | Added |
| 8 | Ishares Tr | 363.7K | $24.56M | 3.2% | +21.9K | Added |
| 9 | J P Morgan Exchange Traded F | 477.1K | $24.32M | 3.1% | −137.9K | Reduced |
| 10 | Vanguard Scottsdale Fds | 235.4K | $22.07M | 2.8% | +16.7K | Added |
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