Fsb Premier Wealth Management
Fsb Premier Wealth Management reported 257 stocks worth $355M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (5.0%), SPYM (3.1%) and VEA (2.6%). Compared with Q1 2026, the fund opened new positions in WCMI, AON and AMRZ, added to FTCB, BRK.B and DE, trimmed VOO, SPYM and VEA and sold out of KMX, TLT and WAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $17.7M | 5.0% | 26K | −169 (−1%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $11.1M | 3.1% | 126K | −7,835 (−6%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $9.4M | 2.6% | 132K | −1,281 (−1%) | 8 of 8 | |
| 4 |  FTCB First TR Exchange-Traded FD | $8M | 2.3% | 383K | +104K (+37%) | 6 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $7.8M | 2.2% | 16K | +135 (+1%) | 8 of 8 | |
| 6 |  DE Deere & Co | $7M | 2.0% | 11K | +451 (+4%) | 8 of 8 | |
| 7 |  AMAT Applied Matls Inc | $6.9M | 1.9% | 9,579 | −691 (−7%) | 6 of 8 | |
| 8 |  GOOG Alphabet Inc | $6.4M | 1.8% | 18K | −5,534 (−23%) | 8 of 8 | |
| 9 |  SDVY First TR Exchange-Traded FD | $6.3M | 1.8% | 145K | +35K (+32%) | 8 of 8 | |
| 10 |  SPDW Spdr Developed | $6M | 1.7% | 119K | +1,449 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 KMX Carmax Inc | $842K | 20K |
 TLT Ishares TR | $817K | 9,428 |
 WAT Waters Corp | $391K | 1,314 |
 CRM Salesforce Inc | $357K | 1,910 |
 CHKP Check Point Software Tech LT | $328K | 2,295 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fsb Premier Wealth Management 13F FAQ
What does Fsb Premier Wealth Management own?
Fsb Premier Wealth Management reported 257 stocks worth $355M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (5.0%), SPYM (3.1%) and VEA (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did Fsb Premier Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 95 added to, 118 trimmed and 10 sold out. New positions include WCMI, AON and AMRZ. It sold all of KMX, TLT and WAT.
When will Fsb Premier Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fsb Premier Wealth Management's portfolio worth?
The Q2 2026 filing reports $355M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.