Data as of Q4 2025 (Dec 31, 2025)

FSB PREMIER WEALTH MANAGEMENT, INC.

โ€ขCIK: 887748โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

UL
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
NEW
0.7% of portfolio
AMZN
AMAZON.COM INC
+77.1%
0.9% of portfolio
OMC
OMNICOM GROUP INC
+62.7%
0.6% of portfolio
BDX
BECTON DICKINSON & CO
+42.1%
0.7% of portfolio
XLK
STATE STRET TEC SELECT SEC SPDR ETF
+112.8%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

ORCL
ORACLE CORP
-34.5%
0.8% of portfolio
ELV
ELEVANCE HEALTH INC
-19.6%
0.5% of portfolio
FNOV
FT VEST US EQUITY BUFF ETF
-14.1%
0.6% of portfolio
EBA
EBAY INC
-21.2%
0.3% of portfolio
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-15.6%
0.4% of portfolio

Sector Breakdown

Other63.9%
Technology9.8%
Financial8.8%
ETF6.1%
Consumer3.6%
Industrial2.3%
Energy1.9%
Healthcare1.7%

๐Ÿšช Exited Positionssold since Q3 2025

UL
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLD
$2.0M
UNP
UNION PAC CORP
SOLD
$311.0K
XIMR
FT VEST US EQUITY BUFFERPREM ETF
SOLD
$304.6K
XEL
XCEL ENERGY INC
SOLD
$278.5K
DUK
DUKE ENERGY CORP NEW
SOLD
$275.2K
+28 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘104 increased
โ†“81 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023