Fsb Premier Wealth Management, Inc. Portfolio Holdings

Fsb Premier Wealth Management, Inc.

  • $279 Million
  • Q3 2025

Fsb Premier Wealth Management, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $279 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.7M, Vanguard Ftse Developed Market with a value of $8.37M, Berkshire Hathaway Inc Class B with a value of $7.02M, and Microsoft Corp with a value of $5.92M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $259M to 279M.

Below you can find more details about Fsb Premier Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $279 Million
ETFs: $140 Million
Financial Services: $28.8 Million
Technology: $27 Million
Communication Services: $15.9 Million
Healthcare: $15.1 Million
Consumer Cyclical: $12 Million
Industrials: $10.6 Million
Consumer Defensive: $10.4 Million
Other: $9.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Million 5.78% of portfolio
26,354
Q3 2025 Reduced 1.81%
$0
$10.7 Million 3.82% of portfolio
136,200
Q3 2025 Reduced 1.43%
$0
$8.37 Million 3.0% of portfolio
139,742
Q3 2025 Reduced 2.92%
$662B
$7.02 Million 2.52% of portfolio
13,966
Q3 2025 Reduced 2.1%
$3.78T
$5.92 Million 2.12% of portfolio
11,436
Q3 2025 Added 12.49%
$593B
$5.67 Million 2.03% of portfolio
20,147
Q3 2025 Reduced 7.05%
$0
$5.44 Million 1.95% of portfolio
210,483
Q3 2025 Reduced 0.4%
$0
$5.33 Million 1.91% of portfolio
124,587
Q3 2025 Reduced 1.98%
$1.74T
$5.29 Million 1.89% of portfolio
21,708
Q3 2025 Added 0.85%
$881B
$5.27 Million 1.89% of portfolio
16,698
Q3 2025 Added 6.63%
$1.37T
$5.1 Million 1.83% of portfolio
6,942
Q3 2025 Added 5.23%
$0
$4.62 Million 1.66% of portfolio
100,015
Q3 2025 Reduced 7.43%
$237B
$4.62 Million 1.65% of portfolio
28,474
Q3 2025 Added 17.3%
$144B
$4.48 Million 1.61% of portfolio
9,805
Q3 2025 Added 0.36%
$0
$4.5 Million 1.61% of portfolio
88,759
Q3 2025 Reduced 0.72%
$0
$4.29 Million 1.54% of portfolio
96,642
Q3 2025 Reduced 16.3%
$0
$4.03 Million 1.44% of portfolio
43,030
Q3 2025 Reduced 14.45%
$0
$3.75 Million 1.34% of portfolio
71,719
Q3 2025 Reduced 4.26%
$4.3T
$3.74 Million 1.34% of portfolio
14,685
Q3 2025 Added 8.41%
$167B
$3.55 Million 1.27% of portfolio
37,139
Q3 2025 Added 9.23%
$191B
$3.53 Million 1.26% of portfolio
653
Q3 2025 Added 10.12%
$490B
$3.43 Million 1.23% of portfolio
30,465
Q3 2025 Added 4.4%
$0
$3.42 Million 1.22% of portfolio
68,647
Q3 2025 Added 2.98%
$317B
$3.39 Million 1.22% of portfolio
40,457
Q3 2025 Added 17.02%
$94.5B
$3.12 Million 1.12% of portfolio
9,142
Q3 2025 Added 20.18%
$0
$3 Million 1.07% of portfolio
55,336
Q3 2025 Reduced 0.42%
$0
$2.8 Million 1.0% of portfolio
128,733
Q3 2025 Added 5.73%
$533B
$2.75 Million 0.98% of portfolio
8,043
Q3 2025 Added 3.46%
$0
$2.69 Million 0.96% of portfolio
57,461
Q3 2025 Reduced 1.39%
$0
$2.62 Million 0.94% of portfolio
53,003
Q3 2025 Reduced 0.43%
$0
$2.51 Million 0.9% of portfolio
15,622
Q3 2025 Reduced 3.85%
$0
$2.47 Million 0.89% of portfolio
31,349
Q3 2025 Reduced 1.58%
$0
$2.43 Million 0.87% of portfolio
126,483
Q3 2025 Added 5.32%
$0
$2.36 Million 0.85% of portfolio
23,933
Q3 2025 Reduced 7.06%
$128B
$2.12 Million 0.76% of portfolio
22,226
Q3 2025 Added 11.5%
$118B
$2.13 Million 0.76% of portfolio
8,661
Q3 2025 Added 9.47%
$0
$2.1 Million 0.75% of portfolio
10,036
Q3 2025 Reduced 0.26%
$283B
$2.06 Million 0.74% of portfolio
16,098
Q3 2025 Added 12.38%
$150B
$2.03 Million 0.73% of portfolio
34,279
Q3 2025 Added 9.01%
$197B
$1.99 Million 0.71% of portfolio
9,730
Q3 2025 Added 217.14%
$0
$1.95 Million 0.7% of portfolio
36,866
Q3 2025 Reduced 0.31%
$89.3B
$1.97 Million 0.7% of portfolio
18,046
Q3 2025 Added 7.98%
$113B
$1.84 Million 0.66% of portfolio
19,456
Q3 2025 Added 14.14%
$0
$1.85 Million 0.66% of portfolio
22,209
Q3 2025 Reduced 4.58%
$0
$1.82 Million 0.65% of portfolio
43,287
Q3 2025 Added 21.53%
$120B
$1.78 Million 0.64% of portfolio
56,746
Q3 2025 Added 11.31%
$78.2B
$1.79 Million 0.64% of portfolio
5,548
Q3 2025 Added 41.06%
$121B
$1.8 Million 0.64% of portfolio
2,326
Q3 2025 Added 17.24%
$0
$1.73 Million 0.62% of portfolio
22,948
Q3 2025 Reduced 9.76%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $279 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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