13F Insight
DOSSIER · 13F-HR · Q2 2026

F/m Investments LLC

$2.0B in tracked AUM across 354 positions as of Q2 2026.

FI
CIK 0001834499 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
354
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

F/m Investments LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$147M1.5M7.5%02
DFCF
DIMENSIONAL ETF TRUST
$144M3.4M7.3%03
TBLL
INVESCO EXCH TRADED FD TR II
$109M1.0M5.5%04
GOOGL
ALPHABET INC
$79M221K4.0%05
AVGO
BROADCOM INC
$71M187K3.6%06
AAPL
APPLE INC
$66M228K3.4%07
VEU
VANGUARD INTL EQUITY INDEX F
$61M728K3.1%08
NVDA
NVIDIA CORPORATION
$59M295K3.0%09
MSFT
MICROSOFT CORP
$51M136K2.6%10
AMZN
AMAZON COM INC
$50M208K2.5%

Filing history

2026Q2Jun 30
$2.0B▲ 30.7%
354 positionsView →2026Q1Mar 31
$1.5B▼ 42.7%
333 positionsView →2025Q4Dec 31
$2.6B▲ 1.5%
430 positionsView →2025Q3Sep 30
$2.6B▼ 5.9%
415 positionsView →2025Q2Jun 30
$2.8B▲ 9.7%
400 positionsLocked2025Q1Mar 31
$2.5B▼ 7.4%
391 positionsLocked2024Q4Dec 31
$2.7B▼ 14.8%
399 positionsLocked2024Q3Sep 30
$3.2B▲ 14.9%
489 positionsLocked2024Q2Jun 30
$2.8B▲ 1770.2%
476 positionsLocked2024Q1Mar 31
$148M▼ 15.9%
80 positionsLocked2023Q4Dec 31
$176M▲ 31.3%
89 positionsLocked2023Q3Sep 30
$134M▼ 1.1%
73 positionsLocked
Showing 12 of 19