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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$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%
$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%
$533B
$2.75 Million 0.98% of portfolio
8,043
Q3 2025 Added 3.46%
$128B
$2.12 Million 0.76% of portfolio
22,226
Q3 2025 Added 11.5%
$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%
$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%
$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%
$2.39T
$1.5 Million 0.54% of portfolio
6,839
Q3 2025 Reduced 1.01%
$54.5B
$1.49 Million 0.53% of portfolio
7,935
Q3 2025 Added 10.72%
$413B
$1.46 Million 0.52% of portfolio
28,382
Q3 2025 Added 10.26%
$1.46T
$1.42 Million 0.51% of portfolio
5,071
Q3 2025 Reduced 6.66%
$20.1B
$1.31 Million 0.47% of portfolio
2,320
Q3 2025 Added 0.09%
$46.1B
$1.32 Million 0.47% of portfolio
14,497
Q3 2025 Reduced 27.59%
$465B
$1.22 Million 0.44% of portfolio
6,555
Q3 2025 Added 27.95%
$130B
$1.21 Million 0.43% of portfolio
25,694
Q3 2025 Added 11.33%
$14.7B
$1.18 Million 0.42% of portfolio
14,515
Q3 2025 Added 58.51%
$72.3B
$1.17 Million 0.42% of portfolio
10,502
Q3 2024 Added 0.02%
$367B
$1.08 Million 0.39% of portfolio
2,668
Q3 2025 Reduced 1.88%
$5.44B
$1.05 Million 0.38% of portfolio
23,498
Q3 2025 Added 11.74%
$258B
$940,000 0.34% of portfolio
5,619
Q3 2025 Added 9.92%
$204B
$952,000 0.34% of portfolio
6,785
Q3 2025 Added 2.09%
$279B
$881,000 0.32% of portfolio
8,551
Q3 2025 Added 0.02%
$193B
$884,000 0.32% of portfolio
7,722
Q3 2025 Reduced 1.91%
$306B
$755,000 0.27% of portfolio
11,385
Q3 2025 Reduced 1.97%
$97.3B
$722,000 0.26% of portfolio
8,540
Q3 2025 Reduced 5.1%
$41B
$717,000 0.26% of portfolio
3,779
Q3 2025 Added 0.99%
$224B
$719,000 0.26% of portfolio
2,369
Q3 2025 Reduced 3.35%
$512B
$728,000 0.26% of portfolio
1,281
Q3 2025 Reduced 16.76%
$183B
$707,000 0.25% of portfolio
2,507
Q3 2025 Reduced 2.34%
$522B
$682,000 0.24% of portfolio
3,680
Q3 2025 Reduced 6.0%
$300B
$667,000 0.24% of portfolio
1,933
Q3 2025 Reduced 0.62%
$187B
$655,000 0.23% of portfolio
3,940
Q3 2025 Reduced 8.16%

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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