StockDriftsStockDriftsTop 50 F/m Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 7.48% | 1.49M | $147.2M | +5373.94%(+1.46M) | $98.96(-1.57%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.32% | 3.41M | $144.1M | +12.43%(+377.26K) | $42.36(-2.19%) | 2026-06-30 | |
| TBLL | INVESCO EXCH TRADED FD TR II | 5.55% | 1.03M | $109.2M | new | $105.55(+0.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4% | 220.5K | $78.8M | -0.33%(-733) | $161.91(+112.91%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.58% | 186.7K | $70.5M | -0.06%(-115) | $155.32(+153.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.35% | 228.1K | $66.0M | +1.36%(+3.06K) | $187.44(+62.92%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.1% | 728.3K | $61.0M | +1.00%(+7.20K) | $64.63(+33.28%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 294.6K | $58.9M | +4.20%(+11.88K) | $100.51(+124.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.58% | 136.1K | $50.8M | +6.01%(+7.72K) | $414.21(+17.35%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.52% | 208.5K | $49.7M | +1.57%(+3.21K) | $180.29(+45.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.75% | +55.10% | +9.25% | +55.61% |
| Top 20 Holdings Unweighted | +15.32% | +53.34% | +8.18% | +48.19% |
F/m Investments LLC reports $1.97B in US-listed equity holdings across 354 positions in its most recent 13F filing. Its largest disclosed positions are AGG (7.5%), DFCF (7.3%) and TBLL (5.5%). The top 20 holdings account for 56.86% of reported assets. Its disclosed equity book has returned +55.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from F/m Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1834499). View F/m Investments LLC’s 13F filings on SEC