Chief Compliance Officer

0001942548-22-000001.txt : 20221024 0001942548-22-000001.hdr.sgml : 20221024 20221024140326 ACCESSION NUMBER: 0001942548-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221024 DATE AS OF CHANGE: 20221024 EFFECTIVENESS DATE: 20221024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FSM Wealth Advisors, LLC CENTRAL INDEX KEY: 0001942548 IRS NUMBER: 832256400 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22611 FILM NUMBER: 221325792 BUSINESS ADDRESS: STREET 1: 22901 MILLCREEK BLVD, SUITE 225 CITY: CLEVELAND STATE: OH ZIP: 44122 BUSINESS PHONE: 2164681333 MAIL ADDRESS: STREET 1: 22901 MILLCREEK BLVD, SUITE 225 CITY: CLEVELAND STATE: OH ZIP: 44122 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001942548 XXXXXXXX 09-30-2022 09-30-2022 FSM Wealth Advisors, LLC

22901 MILLCREEK BLVD, SUITE 225 CLEVELAND OH 44122

13F HOLDINGS REPORT 028-22611 N Roseann Higgins Chief Compliance Officer 5132783639 Roseann Higgins Covington KY 10-24-2022 0 130 120361 false INFORMATION TABLE 2 FSM3Q202213F.xml ABBOTT LABS COM 002824100 1270 13127 SH SOLE 0 0 0 13127 ABBVIE INC COM 00287Y109 894 6661 SH SOLE 0 0 0 6661 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 813 3160 SH SOLE 0 0 0 3160 ADOBE SYSTEMS INCORPORATED COM 00724F101 918 3334 SH SOLE 0 0 0 3334 AIR PRODS & CHEMS INC COM 009158106 209 898 SH SOLE 0 0 0 898 ALPHABET INC CAP STK CL C 02079K107 1531 15918 SH SOLE 0 0 0 15918 ALPHABET INC CAP STK CL A 02079K305 1944 20329 SH SOLE 0 0 0 20329 AMAZON COM INC COM 023135106 1340 11858 SH SOLE 0 0 0 11858 AMERICAN TOWER CORP NEW COM 03027X100 1113 5184 SH SOLE 0 0 0 5184 AMETEK INC COM 031100100 617 5437 SH SOLE 0 0 0 5437 APPLE INC COM 037833100 4786 34631 SH SOLE 0 0 0 34631 APPLIED MATLS INC COM 038222105 213 2596 SH SOLE 0 0 0 2596 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1382 5174 SH SOLE 0 0 0 5174 BK OF AMERICA CORP COM 060505104 298 9860 SH SOLE 0 0 0 9860 BOSTON SCIENTIFIC CORP COM 101137107 294 7595 SH SOLE 0 0 0 7595 BRISTOL-MYERS SQUIBB CO COM 110122108 382 5376 SH SOLE 0 0 0 5376 BROADCOM INC COM 11135F101 568 1278 SH SOLE 0 0 0 1278 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 784 41933 SH SOLE 0 0 0 41933 CHEVRON CORP NEW COM 166764100 602 4188 SH SOLE 0 0 0 4188 CHUBB LIMITED COM H1467J104 440 2419 SH SOLE 0 0 0 2419 CISCO SYS INC COM 17275R102 641 16025 SH SOLE 0 0 0 16025 CNS PHARMACEUTICALS INC COM 18978H102 7 40000 SH SOLE 0 0 0 40000 COMCAST CORP NEW CL A 20030N101 455 15525 SH SOLE 0 0 0 15525 COSTCO WHSL CORP NEW COM 22160K105 1418 3002 SH SOLE 0 0 0 3002 CVS HEALTH CORP COM 126650100 257 2699 SH SOLE 0 0 0 2699 DANAHER CORPORATION COM 235851102 1344 5202 SH SOLE 0 0 0 5202 DEERE & CO COM 244199105 431 1290 SH SOLE 0 0 0 1290 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 593 26644 SH SOLE 0 0 0 26644 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 370 12506 SH SOLE 0 0 0 12506 ELEVANCE HEALTH INC COM 036752103 285 627 SH SOLE 0 0 0 627 ENSIGN GROUP INC COM 29358P101 294 3701 SH SOLE 0 0 0 3701 ENTERPRISE PRODS PARTNERS L COM 293792107 875 36796 SH SOLE 0 0 0 36796 EOG RES INC COM 26875P101 551 4933 SH SOLE 0 0 0 4933 EXXON MOBIL CORP COM 30231G102 2870 32877 SH SOLE 0 0 0 32877 FIRSTENERGY CORP COM 337932107 301 8143 SH SOLE 0 0 0 8143 GENERAL ELECTRIC CO COM NEW 369604301 243 3922 SH SOLE 0 0 0 3922 GOLUB CAP BDC INC COM 38173M102 173 13946 SH SOLE 0 0 0 13946 HENRY JACK & ASSOC INC COM 426281101 652 3578 SH SOLE 0 0 0 3578 HOME DEPOT INC COM 437076102 1327 4809 SH SOLE 0 0 0 4809 HONEYWELL INTL INC COM 438516106 705 4224 SH SOLE 0 0 0 4224 IDEX CORP COM 45167R104 223 1115 SH SOLE 0 0 0 1115 INTERCONTINENTAL EXCHANGE IN COM 45866F104 337 3727 SH SOLE 0 0 0 3727 INTERNATIONAL BUSINESS MACHS COM 459200101 341 2872 SH SOLE 0 0 0 2872 INTUIT COM 461202103 1014 2618 SH SOLE 0 0 0 2618 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 330 15811 SH SOLE 0 0 0 15811 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 280 15000 SH SOLE 0 0 0 15000 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 488 23048 SH SOLE 0 0 0 23048 INVESCO QQQ TR UNIT SER 1 46090E103 266 996 SH SOLE 0 0 0 996 ISHARES INC CORE MSCI EMKT 46434G103 227 5271 SH SOLE 0 0 0 5271 ISHARES TR CORE MSCI TOTAL 46432F834 371 7276 SH SOLE 0 0 0 7276 ISHARES TR CORE MSCI EAFE 46432F842 248 4717 SH SOLE 0 0 0 4717 ISHARES TR NATIONAL MUN ETF 464288414 1788 17429 SH SOLE 0 0 0 17429 ISHARES TR EAFE SML CP ETF 464288273 1243 25485 SH SOLE 0 0 0 25485 ISHARES TR GLB INFRASTR ETF 464288372 1128 26961 SH SOLE 0 0 0 26961 ISHARES TR CORE S&P MCP ETF 464287507 2876 13117 SH SOLE 0 0 0 13117 ISHARES TR CORE S&P SCP ETF 464287804 2312 26515 SH SOLE 0 0 0 26515 ISHARES TR S&P 500 VAL ETF 464287408 571 4440 SH SOLE 0 0 0 4440 ISHARES TR CORE S&P500 ETF 464287200 2303 6421 SH SOLE 0 0 0 6421 ISHARES TR S&P 500 GRWT ETF 464287309 514 8876 SH SOLE 0 0 0 8876 ISHARES TR RUS 1000 GRW ETF 464287614 320 1522 SH SOLE 0 0 0 1522 ISHARES TR RUS 2000 GRW ETF 464287648 542 2622 SH SOLE 0 0 0 2622 ISHARES TR CORE US AGGBD ET 464287226 572 5938 SH SOLE 0 0 0 5938 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 2143 48184 SH SOLE 0 0 0 48184 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 5112 101918 SH SOLE 0 0 0 101918 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1633 32464 SH SOLE 0 0 0 32464 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 311 7024 SH SOLE 0 0 0 7024 J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 406 8872 SH SOLE 0 0 0 8872 JOHNSON & JOHNSON COM 478160104 769 4706 SH SOLE 0 0 0 4706 JPMORGAN CHASE & CO COM 46625H100 913 8738 SH SOLE 0 0 0 8738 L3HARRIS TECHNOLOGIES INC COM 502431109 220 1058 SH SOLE 0 0 0 1058 LILLY ELI & CO COM 532457108 336 1040 SH SOLE 0 0 0 1040 LOWES COS INC COM 548661107 312 1663 SH SOLE 0 0 0 1663 MASTERCARD INCORPORATED CL A 57636Q104 234 823 SH SOLE 0 0 0 823 MCDONALDS CORP COM 580135101 371 1606 SH SOLE 0 0 0 1606 MEDTRONIC PLC SHS G5960L103 326 4034 SH SOLE 0 0 0 4034 MERCK & CO INC COM 58933Y105 570 6617 SH SOLE 0 0 0 6617 META PLATFORMS INC CL A 30303M102 523 3854 SH SOLE 0 0 0 3854 MGM RESORTS INTERNATIONAL COM 552953101 406 13653 SH SOLE 0 0 0 13653 MICROSOFT CORP COM 594918104 4024 17279 SH SOLE 0 0 0 17279 MONDELEZ INTL INC CL A 609207105 314 5729 SH SOLE 0 0 0 5729 NEXTERA ENERGY INC COM 65339F101 321 4100 SH SOLE 0 0 0 4100 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 376 5194 SH SOLE 0 0 0 5194 NIKE INC CL B 654106103 491 5911 SH SOLE 0 0 0 5911 NUCOR CORP COM 670346105 282 2636 SH SOLE 0 0 0 2636 NVIDIA CORPORATION COM 67066G104 486 4007 SH SOLE 0 0 0 4007 ORACLE CORP COM 68389X105 433 7087 SH SOLE 0 0 0 7087 PEPSICO INC COM 713448108 978 5993 SH SOLE 0 0 0 5993 PFIZER INC COM 717081103 862 19704 SH SOLE 0 0 0 19704 PIMCO ETF TR ACTIVE BD ETF 72201R775 3546 39528 SH SOLE 0 0 0 39528 PROCTER AND GAMBLE CO COM 742718109 722 5717 SH SOLE 0 0 0 5717 QUALCOMM INC COM 747525103 1114 9859 SH SOLE 0 0 0 9859 QUALYS INC COM 74758T303 252 1805 SH SOLE 0 0 0 1805 RAYTHEON TECHNOLOGIES CORP COM 75513E101 621 7586 SH SOLE 0 0 0 7586 RESTAURANT BRANDS INTL INC COM 76131D103 208 3912 SH SOLE 0 0 0 3912 ROPER TECHNOLOGIES INC COM 776696106 573 1592 SH SOLE 0 0 0 1592 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 505 7605 SH SOLE 0 0 0 7605 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 486 11580 SH SOLE 0 0 0 11580 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1594 56659 SH SOLE 0 0 0 56659 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 526 12423 SH SOLE 0 0 0 12423 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1951 34964 SH SOLE 0 0 0 34964 SHERWIN WILLIAMS CO COM 824348106 527 2574 SH SOLE 0 0 0 2574 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1403 36267 SH SOLE 0 0 0 36267 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 325 7595 SH SOLE 0 0 0 7595 SPDR S&P 500 ETF TR TR UNIT 78462F103 410 1149 SH SOLE 0 0 0 1149 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 384 956 SH SOLE 0 0 0 956 SPDR SER TR PORTFOLIO AGRGTE 78464A649 234 9381 SH SOLE 0 0 0 9381 STARBUCKS CORP COM 855244109 297 3527 SH SOLE 0 0 0 3527 STRYKER CORPORATION COM 863667101 375 1851 SH SOLE 0 0 0 1851 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 212 3094 SH SOLE 0 0 0 3094 TARGET CORP COM 87612E106 395 2662 SH SOLE 0 0 0 2662 TESLA INC COM 88160R101 250 942 SH SOLE 0 0 0 942 TEXTRON INC COM 883203101 252 4329 SH SOLE 0 0 0 4329 UNITED PARCEL SERVICE INC CL B 911312106 208 1290 SH SOLE 0 0 0 1290 UNITEDHEALTH GROUP INC COM 91324P102 1867 3697 SH SOLE 0 0 0 3697 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 883 12385 SH SOLE 0 0 0 12385 VANGUARD INDEX FDS VALUE ETF 922908744 224 1816 SH SOLE 0 0 0 1816 VANGUARD INDEX FDS SM CP VAL ETF 922908611 236 1647 SH SOLE 0 0 0 1647 VANGUARD INDEX FDS GROWTH ETF 922908736 227 1063 SH SOLE 0 0 0 1063 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 419 1276 SH SOLE 0 0 0 1276 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7893 43979 SH SOLE 0 0 0 43979 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2158 59150 SH SOLE 0 0 0 59150 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4006 50786 SH SOLE 0 0 0 50786 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 477 6309 SH SOLE 0 0 0 6309 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 278 5136 SH SOLE 0 0 0 5136 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 4903 82146 SH SOLE 0 0 0 82146 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 993 27312 SH SOLE 0 0 0 27312 VERIZON COMMUNICATIONS INC COM 92343V104 357 9399 SH SOLE 0 0 0 9399 VISA INC COM CL A 92826C839 1861 10477 SH SOLE 0 0 0 10477 WENDYS CO COM 95058W100 286 15300 SH SOLE 0 0 0 15300 YUM BRANDS INC COM 988498101 287 2695 SH SOLE 0 0 0 2695