Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FSB PREMIER WEALTH MANAGEMENT, INC. (CIK 887748) reported $319.2M across 249 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($15.5M, 4.86%), SPLG ($10.3M, 3.22%), VEA ($8.5M, 2.67%), BRK/B ($7.4M, 2.31%), GOOG ($6.8M, 2.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $15.5M | 4.86% | 25,956 | Trimmed |
| 2 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $10.3M | 3.22% | 134,299 | Trimmed |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $8.5M | 2.67% | 132,927 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $7.4M | 2.31% | 15,419 | Added |
| 5 | GOOG | ALPHABET INC CLASS CLASS C | $6.8M | 2.12% | 23,552 | Added |
| 6 | DE | DEERE & CO | $6.0M | 1.88% | 10,654 | Added |
| 7 | FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $5.9M | 1.84% | 279,644 | Added |
| 8 | SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $5.8M | 1.82% | 226,728 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.77% | 19,198 | Added |
| 10 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $5.4M | 1.69% | 117,961 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $5.3M | 1.65% | 14,269 | Added |
| 12 | XOM | EXXON MOBIL CORP | $5.1M | 1.59% | 29,997 | Trimmed |
| 13 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $4.8M | 1.51% | 102,601 | Added |
| 14 | PM | PHILIP MORRIS INTL INC | $4.7M | 1.47% | 28,304 | Trimmed |
| 15 | FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $4.4M | 1.38% | 87,194 | Added |
| 16 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $4.3M | 1.36% | 109,717 | Added |
| 17 | META | META PLATFORMS INC CLASS CLASS A | $4.2M | 1.32% | 7,349 | Added |
| 18 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4.0M | 1.26% | 43,515 | Trimmed |
| 19 | FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $4.0M | 1.25% | 91,888 | Trimmed |
| 20 | AAPL | APPLE INC | $3.8M | 1.20% | 15,112 | Added |
| 21 | SCHW | CHARLES SCHWAB CORP | $3.8M | 1.20% | 40,776 | Added |
| 22 | FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $3.8M | 1.18% | 71,328 | Trimmed |
| 23 | GD | GENERAL DYNAMICS CORP | $3.6M | 1.12% | 10,419 | Added |
| 24 | AMZN | AMAZON.COM INC | $3.6M | 1.11% | 17,087 | Added |
| 25 | AMAT | APPLIED MATLS INC | $3.5M | 1.10% | 10,270 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31