DOSSIER · 13F-HR · Q2 2026

FSB PREMIER WEALTH MANAGEMENT, INC.

$355M in tracked AUM across 257 positions as of Q2 2026.

FP
CIK 0000887748 · last filed Jun 30, 2026
Total AUM
$355M
as of Q2 2026
Holdings
257
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FSB PREMIER WEALTH MANAGEMENT, INC. 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
VOO
VANGUARD S&P 500 ETF
$18M26K5.0%
02
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$11M126K3.1%
03
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
$9M132K2.6%
04
FTCB
FIRST TRUST CORE INVESTMENT GRADE ETF
$8M383K2.3%
05
BRK/B
BERKSHIRE HATHAWAY CLASS B
$8M16K2.2%
06
DE
DEERE & CO
$7M11K2.0%
07
AMAT
APPLIED MATLS INC
$7M10K2.0%
08
GOOG
ALPHABET INC CLASS C
$6M18K1.8%
09
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$6M145K1.8%
10
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$6M119K1.7%

Filing history

2026Q2Jun 30
$355M 11.2%
257 positionsView →
2026Q1Mar 31
$319M 1.3%
251 positionsView →
2025Q4Dec 31
$315M 77.5%
237 positionsView →
2025Q3Sep 30
$178M 36.6%
140 positionsView →
2025Q2Jun 30
$280M 9.3%
213 positionsLocked
2025Q1Mar 31
$256M 2.8%
206 positionsLocked
2024Q4Dec 31
$249M 2.2%
208 positionsLocked
2024Q3Sep 30
$244M 10.2%
204 positionsLocked
2024Q2Jun 30
$221M 3.1%
185 positionsLocked
2024Q1Mar 31
$215M 7.6%
180 positionsLocked
2023Q4Dec 31
$200M 11.1%
175 positionsLocked
2023Q3Sep 30
$180M 2.4%
157 positionsLocked
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