DOSSIER · 13F-HR · Q1 2026

FSB PREMIER WEALTH MANAGEMENT, INC.

FSB PREMIER WEALTH's holding co. based in Stamford, CT $319M in tracked AUM across 251 positions as of Q1 2026.

FP
FSB PREMIER WEALTH·Stamford, CT·Holding Co.
CIK 0000887748 · last filed Mar 31, 2026
Total AUM
$319M
10.3%
vs prior
Holdings
251
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Financials
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

FSB PREMIER WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$16M26K4.9%
02
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$10M134K3.2%
03
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
$9M133K2.7%
04
BRK/B
BERKSHIRE HATHAWAY CLASS B
$7M15K2.3%
05
GOOG
ALPHABET INC CLASS CLASS C
$7M24K2.1%
06
DE
DEERE & CO
$6M11K1.9%
07
FTCB
FIRST TRUST CORE INVESTMENT GRADE ETF
$6M280K1.8%
08
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF
$6M227K1.8%
09
JPM
JPMORGAN CHASE & CO
$6M19K1.8%
10
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$5M118K1.7%

Filing history

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