Jonathan Wowak

Fsm Wealth Advisors, Llc

Assets Managed

$939.004M

Holdings

344

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

20.65%(2Q avg: 13.56%)

Sustained Growth

11 quarters

Portfolio positions

This chart displays the top 10 holdings in Fsm Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 344 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 939.004M in assets, with a quarterly growth rate of 20.65% and a 2-quarter average growth rate of 13.56%. The portfolio is managed by Jonathan Wowak, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JPIB Jpmorgan Intl Bnd Etf Recent Activity Increased 18.4%	7.11%	$66.681M 1.379M shares@ $48.35 avg price	Increased 18.4%
BOND Pimco Active Bond Exchange-t Recent Activity Increased 8.39%	5.73%	$53.761M 583,033 shares@ $92.21 avg price	Increased 8.39%
JAVA Jpmorgan Active Value Etf Recent Activity Increased 4.89%	4.66%	$43.718M 550,530 shares@ $79.42 avg price	Increased 4.89%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 7.25%	4.39%	$41.188M 111,306 shares@ $370.05 avg price	Increased 7.25%
SCHF Schwab Intl Equity Etf Recent Activity Increased 11.83%	4.17%	$39.155M 1.414M shares@ $27.7 avg price	Increased 11.83%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 7.28%	4.09%	$38.374M 642,882 shares@ $59.69 avg price	Increased 7.28%
VT Vanguard Tot World Stk Etf Recent Activity Increased 5.16%	3.92%	$36.757M 234,194 shares@ $156.95 avg price	Increased 5.16%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 7.38%	3.21%	$30.118M 390,586 shares@ $77.12 avg price	Increased 7.38%
JMST Jpm Ultra-short Muni Income Recent Activity Increased 6.64%	2.77%	$25.949M 508,803 shares@ $51.0 avg price	Increased 6.64%
VONV Vanguard Russell 1000 Value Recent Activity Increased 0.81%	2.69%	$25.231M 237,335 shares@ $106.31 avg price	Increased 0.81%

1-10 of 344