FSM Wealth Advisors, LLC has disclosed its quarterly holdings in a recent SEC filing, revealing a total portfolio value of approximately $972 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and market positioning.
Founded in Ohio, FSM Wealth Advisors operates in the financial services sector, focusing on wealth management and investment advisory services. The firm has been active in filing its Form 13F-HR, with the latest submission dated October 27, 2026, following previous filings in July and April of the same year.
The filing indicates a total of 349 positions held by FSM Wealth Advisors, showcasing a diverse array of investments across various sectors. Notably, the report highlights significant holdings in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification strategy may position FSM Wealth Advisors favorably in the competitive wealth management landscape.
According to the filing, the total value of the reported holdings stands at $972,413,145. This substantial figure reflects the firm's strategic focus on high-value assets, which may influence its competitive edge against other wealth management firms in the industry.
Looking ahead, FSM Wealth Advisors is expected to continue monitoring market trends and adjusting its investment strategies accordingly. The filing does not specify any immediate next steps or upcoming votes related to these holdings, leaving stakeholders to anticipate future developments.