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FSM Wealth Advisors, LLCETFConcentrated long-term

CIK: 0001942548 | CLEVELAND, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR349$972.4M2026-10-27SEC ↗
Q2 2026
13F-HR352$939.0M2026-07-15SEC ↗
Q1 2026
13F-HR318$778.3M2026-04-27SEC ↗
Q4 2025
13F-HR307$731.1M2026-01-23SEC ↗
Q3 2025
13F-HR322$706.9M2025-10-17SEC ↗
Q2 2025
13F-HR289$614.9M2025-07-31SEC ↗
Q1 2025
13F-HR213$444.8M2025-04-28SEC ↗
Q4 2024
13F-HR194$408.6M2025-01-24SEC ↗
Q3 2024
13F-HR191$376.9M2024-10-30SEC ↗
Q2 2024
13F-HR157$298.3M2024-07-12SEC ↗
Q1 2024
13F-HR166$281.6M2024-05-14SEC ↗
Q4 2023
13F-HR154$235.2M2024-05-14SEC ↗
Q3 2023
13F-HR144$198.8M2023-11-14SEC ↗
Q2 2023
13F-HR165$199.3M2023-07-12SEC ↗
Q1 2023
13F-HR156$172.3M2023-04-24SEC ↗
Q4 2022
13F-HR141$140.6M2023-01-19SEC ↗
Q3 2022
13F-HR130$9.9M2022-10-24SEC ↗
Q2 2022
13F-HR113$101.0K2022-08-12SEC ↗