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
$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%
$266B
$646,000 0.23% of portfolio
2,290
Q3 2025 Added 15.48%
$0
$653,000 0.23% of portfolio
19,039
Q3 2025 New
$177B
$648,000 0.23% of portfolio
3,331
Q3 2025 Reduced 3.73%
$0
$654,000 0.23% of portfolio
25,978
Q3 2025 Reduced 2.09%
$0
$602,000 0.22% of portfolio
10,483
Q3 2025 Reduced 12.43%
$0
$624,000 0.22% of portfolio
18,307
Q3 2025 Added 0.02%
$0
$580,000 0.21% of portfolio
2,123
Q3 2025 Reduced 0.14%
$24.8B
$586,000 0.21% of portfolio
2,835
Q3 2025 Reduced 14.69%
$0
$592,000 0.21% of portfolio
12,164
Q3 2025 Added 6.45%
$0
$579,000 0.21% of portfolio
13,926
Q3 2025 Reduced 1.58%
$291B
$569,000 0.2% of portfolio
1,194
Q3 2025 Added 0.08%
$0
$525,000 0.19% of portfolio
9,595
Q3 2025 Added 7.65%
$0
$531,000 0.19% of portfolio
3,770
Q3 2025 Added 8.18%
$404B
$535,000 0.19% of portfolio
578
Q3 2025 Added 22.46%
$0
$512,000 0.18% of portfolio
21,602
Q3 2025 Reduced 20.28%
$0
$498,000 0.18% of portfolio
11,461
Q3 2025 Reduced 3.69%
$172B
$499,000 0.18% of portfolio
11,365
Q3 2025 Reduced 0.92%
$0
$503,000 0.18% of portfolio
9,000
Q3 2025 Added 4.96%
$181B
$501,000 0.18% of portfolio
17,754
Q3 2025 Added 3.25%
$57.5B
$474,000 0.17% of portfolio
1,739
Q3 2025 Reduced 5.9%
$1.29T
$487,000 0.17% of portfolio
1,096
Q3 2025 Reduced 1.44%
$35.1B
$488,000 0.17% of portfolio
8,037
Q3 2025 Added 13.68%
$0
$433,000 0.16% of portfolio
9,866
Q3 2025 Added 57.91%
$414B
$447,000 0.16% of portfolio
1,933
Q3 2025 Added 0.26%
$0
$433,000 0.16% of portfolio
8,798
Q3 2025 Reduced 2.44%
$7.32B
$460,000 0.16% of portfolio
6,038
Q2 2025 New
$96.7B
$433,000 0.16% of portfolio
8,600
Q3 2025 Reduced 4.37%
$0
$456,000 0.16% of portfolio
9,610
Q3 2025 Reduced 56.6%
$237B
$429,000 0.15% of portfolio
1,814
Q3 2025 Added 1.11%
$62.7B
$412,000 0.15% of portfolio
5,011
Q3 2025 Reduced 5.84%
$0
$424,000 0.15% of portfolio
6,069
Q3 2025 Added 1.73%
$0
$377,000 0.14% of portfolio
2,806
Q3 2025 Reduced 6.56%
$67.6B
$379,000 0.14% of portfolio
7,842
Q3 2025 Added 3.13%
$59.5B
$390,000 0.14% of portfolio
8,539
Q3 2025 Reduced 4.62%
$0
$383,000 0.14% of portfolio
1,372
Q3 2025 Reduced 1.44%
$0
$383,000 0.14% of portfolio
7,798
Q3 2025 Reduced 0.75%
$0
$399,000 0.14% of portfolio
5,874
Q3 2025 Reduced 2.46%
$38.4B
$369,000 0.13% of portfolio
1,994
Q3 2025 Reduced 19.3%
$151B
$359,000 0.13% of portfolio
1,018
Q3 2025 Reduced 5.65%
$0
$360,000 0.13% of portfolio
16,890
Q3 2025 Reduced 4.78%
$0
$322,000 0.12% of portfolio
3,690
Q4 2024 Added 30.71%
$0
$322,000 0.12% of portfolio
16,741
Q3 2025 Reduced 3.65%
$0
$344,000 0.12% of portfolio
4,095
Q2 2025 Reduced 2.8%
$0
$337,000 0.12% of portfolio
1,029
Q3 2025 Reduced 0.19%
$0
$335,000 0.12% of portfolio
6,556
Q3 2025 Reduced 9.05%
$0
$323,000 0.12% of portfolio
16,425
Q3 2025 Reduced 0.64%
$53B
$346,000 0.12% of portfolio
3,627
Q3 2025 Reduced 17.42%

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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