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Anthony Gargano

Fsm Wealth Advisors, Llc

Assets Managed
$778.321M
Holdings
316
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
6.46%(2Q avg: 4.95%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Fsm Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 316 positions.

Assets under management

The assets under management (AUM) of Fsm Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 778.321M in assets, with a quarterly growth rate of 6.46% and a 2-quarter average growth rate of 4.95%. The portfolio is managed by Anthony Gargano, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 27.05%
7.16%
$55.705M
1.165M shares@ $47.83 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 27.98%
6.38%
$49.641M
537,942 shares@ $92.29 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 11.36%
4.84%
$37.661M
524,892 shares@ $71.76 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 9.54%
4.28%
$33.294M
103,782 shares@ $320.81 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 15.21%
4.17%
$32.39M
599,263 shares@ $54.06 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 28.04%
4.02%
$31.286M
1.264M shares@ $24.75 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 10.33%
3.96%
$30.805M
222,710 shares@ $138.32 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 6.43%
3.16%
$24.564M
363,748 shares@ $67.54 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Decreased -22.42%
3.13%
$24.324M
477,125 shares@ $50.99 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 7.66%
2.84%
$22.069M
235,430 shares@ $93.74 avg price

1-10 of 316