SEC Form 13F

FSM Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$939,004,467
Positions350

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJPIBINTL BD OPP ETF$66,681,0781,379,133
PIMCO ETF TRBONDACTIVE BD ETF$53,761,456583,033
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$43,717,611550,530
VANGUARD INDEX FDSVTITOTAL STK MKT$41,187,792111,306
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$39,155,3851,413,552
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$38,373,620642,882
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$36,756,695234,194
ISHARES TRIJHCORE S&P MCP ETF$30,118,105390,586
J P MORGAN EXCHANGE TRADED FJMSTULTRA SHT MUNCPL$25,948,939508,803
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$25,231,048237,335

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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