Long-term investor

Fsm Wealth Advisors, LLC @fsmwealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001942548).

Record

  • Tracked since 2025-06-30 (431 days), 49 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months +8.8% · 1 year +15.0% · all +15.0%
  • Max drawdown -1.4% · Sharpe 1.03 · win rate 25% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46641Q852 · 7.1% · long · since 2025-06-30
  • 72201R775 · 5.7% · long · since 2025-06-30
  • 46641Q167 · 4.7% · long · since 2025-06-30
  • 922908769 · 4.4% · long · since 2025-06-30
  • 808524805 · 4.2% · long · since 2025-06-30
  • 922042858 · 4.1% · long · since 2025-06-30
  • 922042742 · 3.9% · long · since 2025-06-30
  • 464287507 · 3.2% · long · since 2025-06-30
  • 46641Q654 · 2.8% · long · since 2025-06-30
  • 92206C714 · 2.7% · long · since 2025-06-30
  • 808524300 · 2.5% · long · since 2025-06-30
  • 464287804 · 2.5% · long · since 2025-06-30

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