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F/m Investments LLC

Portfolio Manager
F/m Investments LLC
Performance
-10.21% (2026 Q1)
AUM (13F)
$1.51B
# of Holdings
333
Performance Rank
Allocation (Top 20)
52.72%

F/m Investments LLC Holdings Map

Top 50 F/m Investments LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFCF
DIMENSIONAL ETF TRUST
8.51%3.04M$128.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.04M shares
$42.39(-0.47%)
2026-03-31
GOOGL
ALPHABET INC
4.22%221.3K$63.6M
-39.44%(-144.12K)
2025-Q1: 416.8K shares2025-Q2: 404.5K shares2025-Q3: 400.8K shares2025-Q4: 365.4K shares2026-Q1: 221.3K shares
$161.91(+122.29%)
2026-03-31
AVGO
BROADCOM INC
3.84%186.8K$57.8M
-30.44%(-81.73K)
2025-Q1: 296.0K shares2025-Q2: 311.2K shares2025-Q3: 275.8K shares2025-Q4: 268.5K shares2026-Q1: 186.8K shares
$155.32(+132.08%)
2026-03-31
AAPL
APPLE INC
3.79%225.0K$57.1M
-47.98%(-207.55K)
2025-Q1: 399.2K shares2025-Q2: 413.7K shares2025-Q3: 429.9K shares2025-Q4: 432.6K shares2026-Q1: 225.0K shares
$186.35(+65.62%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
3.59%721.1K$54.2M
+466.86%(+593.89K)
2025-Q1: 123.7K shares2025-Q2: 132.9K shares2025-Q3: 123.6K shares2025-Q4: 127.2K shares2026-Q1: 721.1K shares
$64.50(+28.66%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.27%282.8K$49.3M
-52.63%(-314.14K)
2025-Q1: 676.6K shares2025-Q2: 674.3K shares2025-Q3: 648.0K shares2025-Q4: 596.9K shares2026-Q1: 282.8K shares
$97.06(+100.73%)
2026-03-31
MSFT
MICROSOFT CORP
3.15%128.3K$47.5M
-41.51%(-91.08K)
2025-Q1: 227.9K shares2025-Q2: 221.9K shares2025-Q3: 222.4K shares2025-Q4: 219.4K shares2026-Q1: 128.3K shares
$417.11(-6.38%)
2026-03-31
TBIL
RBB FD INC
3.02%911.1K$45.4M
+13.55%(+108.71K)
2025-Q1: 780.9K shares2025-Q2: 1.02M shares2025-Q3: 777.6K shares2025-Q4: 802.4K shares2026-Q1: 911.1K shares
$49.95(-0.13%)
2026-03-31
AMZN
AMAZON COM INC
2.84%205.3K$42.8M
-39.01%(-131.31K)
2025-Q1: 323.5K shares2025-Q2: 322.9K shares2025-Q3: 332.4K shares2025-Q4: 336.6K shares2026-Q1: 205.3K shares
$179.68(+35.06%)
2026-03-31
ZHOG
RBB FD INC
2.17%637.2K$32.7M
+2.73%(+16.93K)
2025-Q1: 590.6K shares2025-Q2: 553.4K shares2025-Q3: 487.0K shares2025-Q4: 620.3K shares2026-Q1: 637.2K shares
$52.35(-1.94%)
2026-03-31

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