FSB PREMIER WEALTH MANAGEMENT, INC.
โขCIK: 887748โขFiling: Q4 2025
**FSB PREMIER WEALTH MANAGEMENT, INC.** manages $315M across a diversified portfolio of 237 holdings. The strategy exhibits a notable tilt toward core US equity exposure, evidenced by the largest allocation to VOO at $16.5M. Significant weightings are also directed toward sector-specific plays, including SPYM ($10.9M) and international exposure via VEA ($8.6M). Key concentrations include technology leaders like GOOG ($7.2M) and MSFT ($6.0M), alongside financial staples such as JPM ($5.8M).
Total AUM
$315.2M
QoQ Performance
+3.7%
Positions
226
Top 10 Concentration
25.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO5.2%
SPYM3.5%
VEA2.7%
BRK/B2.3%
GOOG2.3%
MSFT1.9%
JPM1.8%
FTCB1.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other63.9%
Technology9.8%
Financial8.8%
ETF6.1%
Consumer3.6%
Industrial2.3%
Energy1.9%
Healthcare1.7%
๐ช Exited Positionssold since Q3 2025
+28 more exited positions
Changes from Q3 2025
NEW4 new positions
โ104 increased
โ81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023