Fsm Wealth Advisors Q2 2026 Portfolio Changes: Significant Buys and Sells Observed
This report details observable purchases and sales by Fsm Wealth Advisors, Llc in their portfolio as of June 30, 2026. Notable increases include substantial additions to SCHWAB STRATEGIC TR (SCHF) and VANGUARD INDEX FDS (VUG), while decreases were seen in holdings like SCHWAB STRATEGIC TR (SCHA).
By Insiderset.Jul 17, 2026, 8:59 PM
This report details observable purchases and sales by Fsm Wealth Advisors, Llc in their portfolio as of June 30, 2026. Notable increases include substantial additions to SCHWAB STRATEGIC TR (SCHF) and VANGUARD INDEX FDS (VUG), while decreases were seen in holdings like SCHWAB STRATEGIC TR (SCHA).