FSB PREMIER WEALTH MANAGEMENT, INC.: 13F holdings
CIK 8877482026Q2
| Positions | 257 |
|---|---|
| Reported value | $354.9m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | 25,787 | $17.7m | 5.0% |
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF | 126,464 | $11.1m | 3.1% |
| VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 131,646 | $9.4m | 2.6% |
| FIRST TRUST CORE INVESTMENT GRADE ETF | 383,230 | $8.0m | 2.3% |
| BRK-B BERKSHIRE HATHAWAY CLASS B | 15,554 | $7.8m | 2.2% |
| DE DEERE & CO | 11,105 | $7.0m | 2.0% |
| AMAT APPLIED MATLS INC | 9,579 | $6.9m | 2.0% |
| GOOG ALPHABET INC CLASS C | 18,018 | $6.4m | 1.8% |
| SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 145,070 | $6.3m | 1.8% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 119,410 | $6.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="887748")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.