FSM Wealth Advisors, LLC has filed its Form 13F-HR for the third quarter of 2026, disclosing equity holdings in 349 separate companies as of September 30, 2026. The filing, submitted by Compliance Officer Jonathan Wowak, lists the firm’s principal office as 22901 Millcreek Blvd, Suite 225, Cleveland, Ohio.
The portfolio includes a mix of large-cap technology names, consumer staples, and exchange-traded funds. Among the largest individual stock positions listed are Apple Inc., with 26,520,962 shares; Amazon.com Inc., with 8,195,030 shares; and Microsoft Corporation, with 17,466,741 shares. Other notable holdings include Broadcom Inc., with 5,397,813 shares; Visa Inc., with 1,337,531 shares; and Eli Lilly & Co., with 2,394,402 shares.
The filing also details significant exposure to exchange-traded funds. The top ETF positions include iShares Core MSCI World ETF with 19,809,474 shares, iShares Global REIT ETF with 19,809,474 shares, and iShares Core S&P Mid-Cap ETF with 22,419,244 shares. Additionally, the firm holds positions in various sector-specific ETFs, including iShares Core S&P 500 ETF, iShares Global Infrastructure ETF, and iShares Core S&P Small-Cap ETF.
Specific options activity is noted for NVIDIA Corporation, where the firm holds 8,000 shares in put options and 89,939 shares in call options.
