FSB PREMIER WEALTH MANAGEMENT, INC.

CIK 0000887748 · WATERLOO, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

FSB PREMIER WEALTH MANAGEMENT, INC. reported 257 positions worth $354.9M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VOO (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$354.9M
2026 Q2
Positions
257
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.4%
Est. Net Flow (Q)
2026 Q2
10 / 257 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD S&P 500 ETFSH$17.7M4.99%25,787
2SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETFSH$11.1M3.13%126,464
3VEAVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARESSH$9.4M2.64%131,646
4FTCBFIRST TRUST CORE INVESTMENT GRADE ETFSH$8.0M2.25%383,230
5BRK-BBERKSHIRE HATHAWAY CLASS BSH$7.8M2.19%15,554
6DEDEERE & COSH$7.0M1.99%11,105
7AMATAPPLIED MATLS INCSH$6.9M1.95%9,579
8GOOGALPHABET INC CLASS CSH$6.4M1.79%18,018
9SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSH$6.3M1.76%145,070
10SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSH$6.0M1.70%119,410

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FSB PREMIER WEALTH MANAGEMENT, INC. hold as of Q2 2026?

FSB PREMIER WEALTH MANAGEMENT, INC. reported 257 positions worth $354.9M in its Q2 2026 13F filing. Largest positions: VOO (5.0%), SPYM (3.1%), VEA (2.6%), FTCB (2.3%) and BRK-B (2.2%).

What did FSB PREMIER WEALTH MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FSB PREMIER WEALTH MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.