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
$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%
$0
$1.46 Million 0.52% of portfolio
33,535
Q3 2025 Added 2.52%
$0
$1.43 Million 0.51% of portfolio
52,944
Q2 2025 Reduced 4.45%
$1.46T
$1.42 Million 0.51% of portfolio
5,071
Q3 2025 Reduced 6.66%
$0
$1.38 Million 0.5% of portfolio
24,247
Q3 2025 Reduced 9.43%
$0
$1.38 Million 0.5% of portfolio
29,456
Q3 2025 Reduced 1.31%
$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%
$0
$1.22 Million 0.44% of portfolio
1,821
Q3 2025 Reduced 3.4%
$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%
$0
$1.19 Million 0.43% of portfolio
15,296
Q3 2025 Reduced 0.83%
$0
$1.2 Million 0.43% of portfolio
17,870
Q3 2025 Reduced 1.56%
$14.7B
$1.18 Million 0.42% of portfolio
14,515
Q3 2025 Added 58.51%
$0
$1.13 Million 0.41% of portfolio
42,114
Q3 2025 Added 2.88%
$0
$1.12 Million 0.4% of portfolio
15,839
Q3 2025 Added 0.22%
$0
$1.1 Million 0.39% of portfolio
23,723
Q3 2025 Reduced 14.09%
$367B
$1.08 Million 0.39% of portfolio
2,668
Q3 2025 Reduced 1.88%
$0
$1.08 Million 0.39% of portfolio
18,861
Q3 2025 Reduced 16.4%
$5.44B
$1.05 Million 0.38% of portfolio
23,498
Q3 2025 Added 11.74%
$0
$1.05 Million 0.38% of portfolio
1,578
Q3 2025 Reduced 0.13%
$0
$1.02 Million 0.37% of portfolio
20,250
Q3 2025 Added 5.39%
$0
$982,000 0.35% of portfolio
48,942
Q3 2025 Reduced 2.32%
$0
$968,000 0.35% of portfolio
20,884
Q3 2025 Reduced 2.92%
$0
$984,000 0.35% of portfolio
1,640
Q3 2025 Added 5.4%
$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%
$0
$857,000 0.31% of portfolio
16,523
Q3 2025 Added 45.98%
$0
$875,000 0.31% of portfolio
21,788
Q3 2025 Reduced 3.83%
$0
$879,000 0.31% of portfolio
3,121
Q3 2025 Added 10.17%
$0
$808,000 0.29% of portfolio
9,047
Q3 2025 Added 11.02%
$0
$768,000 0.28% of portfolio
42,130
Q3 2025 Added 6.44%
$0
$754,000 0.27% of portfolio
18,503
Q3 2025 Reduced 0.7%
$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%
$0
$712,000 0.26% of portfolio
6,820
Q3 2025 Reduced 18.53%
$41B
$717,000 0.26% of portfolio
3,779
Q3 2025 Added 0.99%
$0
$719,000 0.26% of portfolio
21,538
Q3 2025 Reduced 22.62%
$224B
$719,000 0.26% of portfolio
2,369
Q3 2025 Reduced 3.35%
$0
$722,000 0.26% of portfolio
11,064
Q3 2025 Added 0.04%
$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%
$0
$705,000 0.25% of portfolio
25,848
Q3 2025 Added 21.34%
$522B
$682,000 0.24% of portfolio
3,680
Q3 2025 Reduced 6.0%
$0
$661,000 0.24% of portfolio
14,445
Q3 2025 Added 1.23%

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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