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).
As of June 30, 2026, Fsm Wealth Advisors, Llc's portfolio held a total value of $908.2 million.
Several holdings within this substantial portfolio experienced significant changes during the quarter:
- Purchasing Activity: The investor notably increased their position in SCHWAB STRATEGIC TR (SCHF) by acquiring an additional 149,479 shares (SCHWAB STRATEGIC TR). Similarly, there was a substantial increase in VANGUARD INDEX FDS (VUG) with the purchase of 53,568 more shares (VANGUARD INDEX FDS), representing an almost 482% jump in share count for this holding.
- Purchasing Activity: Other significant buys included PIMCO ETF TR (BOND) with a net increase of 45,091 shares (PIMCO ETF TR). Additionally, holdings like J P MORGAN EXCHANGE TRADED F (JPIB), VANGUARD INTL EQUITY INDEX F (VWO), and ISHARES TR (IJH) also saw increases in their share count.
- Selling Activity: The investor divested a portion of SCHWAB STRATEGIC TR (SCHA). This ETF (SCHWAB STRATEGIC TR) experienced a decrease in shares by 15,681 units. Furthermore, the investor exited their position entirely in SCHWAB STRATEGIC TR (FNDX), reducing its allocation to zero (SCHWAB STRATEGIC TR). The holding for GLOBAL X FDS (DJIA) was also completely liquidated, now accounting for just 0.05% of the portfolio.
These changes reflect a dynamic quarter for Fsm Wealth Advisors, Llc. The substantial increase in VUG (VANGUARD INDEX FDS) suggests a continued interest or confidence in the U.S. growth-oriented stock index strategy.
Conversely, exiting positions like SCHWAB STRATEGIC TR (FNDX) and GLOBAL X FDS (DJIA) indicates a shift away from certain niche strategies or specific types of exposure within these funds (SCHWAB STRATEGIC TR) and the DJIA index fund tracker (GLOBAL X FDS), respectively.
The portfolio's sector allocation remains dominated by an 'Unknown' category, which currently accounts for 73.15% of the total value ($664 million). Other sectors present include Technology (10.05%), Financial Services (3.44%), Communication Services (2.87%), and smaller allocations in Industrials, Consumer Cyclical, Healthcare, Energy, Consumer Defensive, and Utilities.
Overall, the portfolio demonstrates active management with significant buying pressure observed across various holdings including SCHF, BOND, JPIB, VWO, IJH, JMST, JAVA, and others. However, notable selling activity was also detected in SCHG, SCHA, FNDX, DJIA, and STRL.