13F Filings History of FSM Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$731,115,849
Signature - Title
Jonathan Wowak - Compliance Officer
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by FSM Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSM Wealth Advisors, LLC reported 305 stock holdings with total value $731,115,849 as of Q4 2025. Top holdings included JPIB, BOND, JAVA, VTI, and JMST.

Notify me when FSM Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 305 $731,115,849 +$50,444,303 -$35,523,758 +$14,920,545 JPIB, BOND, JAVA, VTI, JMST 13F-HR 23 Jan 2026, 12:32
Q3 2025 320 $706,854,589 +$65,972,938 -$8,750,402 +$57,222,536 JPIB, BOND, JAVA, JMST, VTI 13F-HR 17 Oct 2025, 10:30
Q2 2025 287 $614,888,557 +$148,991,461 -$10,933,718 +$138,057,743 JPIB, BOND, JMST, JAVA, VTI 13F-HR 30 Jul 2025, 18:05
Q1 2025 211 $444,619,372 +$53,984,289 -$7,039,767 +$46,944,522 JMST, BOND, JPIB, JAVA, VTI 13F-HR 28 Apr 2025, 11:27
Q4 2024 192 $408,149,790 +$51,354,586 -$6,132,370 +$45,222,216 JMST, JAVA, BOND, VTI, VT 13F-HR 24 Jan 2025, 14:53
Q3 2024 189 $376,791,292 +$69,646,706 -$7,033,246 +$62,613,460 JMST, JAVA, BOND, VTI, VT 13F-HR 30 Oct 2024, 09:57
Q2 2024 157 $298,276,231 +$21,965,186 -$4,401,900 +$17,563,286 JAVA, VTI, VT, BOND, IJH 13F-HR 12 Jul 2024, 15:21
Q1 2024 166 $281,603,102 +$44,827,637 -$6,000,650 +$38,826,987 JAVA, VTI, VT, BOND, VONV 13F-HR 14 May 2024, 13:18
Q4 2023 154 $235,157,188 +$22,806,672 -$4,873,393 +$17,933,279 JAVA, BOND, VTI, VONV, IJH 13F-HR 14 May 2024, 13:15
Q3 2023 144 $198,767,026 +$19,111,170 -$13,759,818 +$5,351,352 VTI, JAVA, BOND, VONV, VT 13F-HR 14 Nov 2023, 12:53
Q2 2023 165 $199,337,053 +$24,975,208 -$7,323,397 +$17,651,811 VTI, VT, BOND, VONV, JAVA 13F-HR 12 Jul 2023, 10:27
Q1 2023 156 $172,307,174 +$27,622,285 -$3,225,666 +$24,396,619 VTI, VT, VONV, AAPL, JPST 13F-HR 24 Apr 2023, 16:02
Q4 2022 141 $140,604,225 +$16,521,171 -$5,601,331 +$10,919,840 VTI, JPST, VONV, VT, AAPL 13F-HR 19 Jan 2023, 13:21
Q3 2022 130 $120,361,000 +$31,188,105 -$1,004,532 +$30,183,573 VTI, JPST, VONV, AAPL, MSFT 13F-HR 24 Oct 2022, 14:03
Q2 2022 113 $91,269,000 $0 $0 $0 VTI, VT, MSFT, VONV, IJH 13F-HR 12 Aug 2022, 11:29