FSB PREMIER WEALTH MANAGEMENT, INC.
CIK: 0000887748SEC EDGAR →
Portfolio Value
$315.2B
Holdings
237
As of
Q4 2025
New Positions
237
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 26,239 | $16.5B | 5.22% |
| 2 | STATE STREET SPDR PORTFLS&P 500 ETF | 135,658 | $10.9B | 3.45% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 138,174 | $8.6B | 2.74% |
| 4 | BERKSHIRE HATHAWAY CLASS CLASS B | 14,354 | $7.2B | 2.29% |
| 5 | ALPHABET INC CLASS CLASS C | 22,866 | $7.2B | 2.28% |
| 6 | MICROSOFT CORP | 12,469 | $6.0B | 1.91% |
| 7 | JPMORGAN CHASE & CO | 17,881 | $5.8B | 1.83% |
| 8 | FIRST TRUST CRE INVSMNT GRD ETF | 269,574 | $5.7B | 1.82% |
| 9 | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 124,122 | $5.5B | 1.75% |
| 10 | ST SRT SPDR PRTFL AGRGT BD ET ETF IV | 213,350 | $5.5B | 1.74% |
Quarterly Changes
New Positions (237)
$16.5B · 26K shares
$10.9B · 136K shares
$8.6B · 138K shares
$7.2B · 14K shares
$7.2B · 23K shares
$6.0B · 12K shares
$5.8B · 18K shares
$5.7B · 270K shares
$5.5B · 124K shares
$5.5B · 213K shares
$5.0B · 11K shares
$4.9B · 31K shares
$4.8B · 7K shares
$4.6B · 100K shares
$4.3B · 84K shares
$4.2B · 96K shares
$4.1B · 108K shares
$4.1B · 15K shares
$4.0B · 40K shares
$4.0B · 44K shares
$4.0B · 43K shares
$3.8B · 72K shares
$3.8B · 31K shares
$3.6B · 673 shares
$3.4B · 67K shares
$3.4B · 10K shares
$2.9B · 55K shares
$2.9B · 134K shares
$2.8B · 8K shares
$2.8B · 12K shares
$2.8B · 11K shares
$2.7B · 57K shares
$2.6B · 13K shares
$2.5B · 120K shares
$2.5B · 129K shares
$2.5B · 15K shares
$2.5B · 9K shares
$2.4B · 51K shares
$2.4B · 17K shares
$2.3B · 24K shares
$2.3B · 20K shares
$2.3B · 29K shares
$2.3B · 23K shares
$2.2B · 56K shares
$2.2B · 11K shares
$2.2B · 33K shares
$2.1B · 10K shares
$2.0B · 22K shares
$2.0B · 2K shares
$2.0B · 65K shares
$1.9B · 24K shares
$1.9B · 22K shares
$1.9B · 45K shares
$1.8B · 23K shares
$1.7B · 32K shares
$1.6B · 4K shares
$1.6B · 28K shares
$1.5B · 34K shares
$1.5B · 53K shares
$1.4B · 35K shares
$1.3B · 7K shares
$1.3B · 27K shares
$1.3B · 37K shares
$1.3B · 4K shares
$1.3B · 2K shares
$1.3B · 27K shares
$1.3B · 22K shares
$1.2B · 17K shares
$1.2B · 2K shares
$1.2B · 11K shares
$1.2B · 20K shares
$1.1B · 43K shares
$1.1B · 22K shares
$1.1B · 24K shares
$1.1B · 6K shares
$1.1B · 19K shares
$1.1B · 14K shares
$1.0B · 2K shares
$998.0M · 7K shares
$996.0M · 14K shares
$995.0M · 11K shares
$989.0M · 21K shares
$979.0M · 49K shares
$956.0M · 7K shares
$956.0M · 2K shares
$922.0M · 35K shares
$920.0M · 18K shares
$904.0M · 22K shares
$901.0M · 3K shares
$882.0M · 22K shares
$874.0M · 17K shares
$874.0M · 8K shares
$873.0M · 4K shares
$851.0M · 22K shares
$824.0M · 7K shares
$819.0M · 3K shares
$813.0M · 16K shares
$799.0M · 11K shares
$771.0M · 9K shares
$761.0M · 4K shares
$756.0M · 18K shares
$741.0M · 2K shares
$736.0M · 11K shares
$734.0M · 2K shares
$724.0M · 40K shares
$724.0M · 21K shares
$700.0M · 1K shares
$692.0M · 18K shares
$688.0M · 18K shares
$685.0M · 20K shares
$682.0M · 6K shares
$678.0M · 8K shares
$676.0M · 4K shares
$668.0M · 26K shares
$666.0M · 24K shares
$655.0M · 18K shares
$654.0M · 15K shares
$654.0M · 1K shares
$632.0M · 3K shares
$628.0M · 2K shares
$616.0M · 4K shares
$613.0M · 15K shares
$597.0M · 12K shares
$588.0M · 2K shares
$583.0M · 14K shares
$577.0M · 3K shares
$569.0M · 20K shares
$568.0M · 660 shares
$560.0M · 12K shares
$550.0M · 10K shares
$548.0M · 13K shares
$544.0M · 9K shares
$527.0M · 9K shares
$518.0M · 22K shares
$517.0M · 9K shares
$510.0M · 16K shares
$507.0M · 15K shares
$493.0M · 1K shares
$491.0M · 2K shares
$489.0M · 12K shares
$486.0M · 11K shares
$476.0M · 12K shares
$475.0M · 6K shares
$468.0M · 2K shares
$459.0M · 1K shares
$444.0M · 2K shares
$441.0M · 18K shares
$432.0M · 17K shares
$418.0M · 4K shares
$412.0M · 6K shares
$407.0M · 2K shares
$398.0M · 4K shares
$396.0M · 5K shares
$388.0M · 1K shares
$385.0M · 8K shares
$383.0M · 8K shares
$377.0M · 9K shares
$371.0M · 7K shares
$368.0M · 5K shares
$365.0M · 3K shares
$365.0M · 2K shares
$365.0M · 3K shares
$364.0M · 1K shares
$364.0M · 12K shares
$360.0M · 337 shares
$360.0M · 17K shares
$360.0M · 297 shares
$359.0M · 7K shares
$357.0M · 1K shares
$345.0M · 9K shares
$344.0M · 1K shares
$342.0M · 6K shares
$335.0M · 14K shares
$333.0M · 2K shares
$331.0M · 16K shares
$331.0M · 7K shares
$330.0M · 4K shares
$324.0M · 17K shares
$320.0M · 8K shares
$317.0M · 3K shares
$316.0M · 2K shares
$314.0M · 4K shares
$312.0M · 2K shares
$309.0M · 6K shares
$307.0M · 9K shares
$303.0M · 969 shares
$297.0M · 394 shares
$297.0M · 5K shares
$294.0M · 3K shares
$293.0M · 4K shares
$292.0M · 7K shares
$291.0M · 12K shares
$290.0M · 2K shares
$281.0M · 9K shares
$280.0M · 10K shares
$280.0M · 11K shares
$279.0M · 10K shares
$275.0M · 5K shares
$275.0M · 4K shares
$275.0M · 2K shares
$262.0M · 4K shares
$258.0M · 1K shares
$258.0M · 4K shares
$255.0M · 3K shares
$254.0M · 3K shares
$253.0M · 2K shares
$251.0M · 3K shares
$251.0M · 3K shares
$248.0M · 2K shares
$247.0M · 960 shares
$245.0M · 2K shares
$239.0M · 5K shares
$238.0M · 2K shares
$236.0M · 5K shares
$234.0M · 5K shares
$233.0M · 665 shares
$233.0M · 2K shares
$231.0M · 6K shares
$231.0M · 5K shares
$230.0M · 742 shares
$226.0M · 469 shares
$226.0M · 654 shares
$225.0M · 1K shares
$221.0M · 6K shares
$220.0M · 1K shares
$219.0M · 6K shares
$216.0M · 3K shares
$214.0M · 5K shares
$212.0M · 2K shares
$211.0M · 12K shares
$208.0M · 8K shares
$206.0M · 8K shares
$205.0M · 5K shares
$200.0M · 2K shares
$200.0M · 6K shares
$185.0M · 12K shares
$32.0M · 937K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 135 | $196.9B | 62.5% |
| Technology | 21 | $26.5B | 8.4% |
| Unknown | 12 | $19.2B | 6.1% |
| Communication Services | 8 | $17.7B | 5.6% |
| Healthcare | 16 | $14.2B | 4.5% |
| Consumer Cyclical | 11 | $12.6B | 4.0% |
| Industrials | 13 | $12.5B | 4.0% |
| Energy | 5 | $6.7B | 2.1% |
| Consumer Defensive | 7 | $6.0B | 1.9% |
| Utilities | 6 | $1.7B | 0.5% |
| Real Estate | 2 | $807.0M | 0.3% |
| Basic Materials | 1 | $407.0M | 0.1% |