StockDriftsStockDriftsTop 50 Fsb Premier Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 4.99% | 25.8K | $17.7M | -0.65%(-169) | $333.29(+113.83%) | 2026-06-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.13% | 126.5K | $11.1M | -5.83%(-7.83K) | $42.11(+116.70%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 2.64% | 131.6K | $9.4M | -0.96%(-1.28K) | $44.52(+66.23%) | 2026-06-30 | |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | 2.25% | 383.2K | $8.0M | +37.04%(+103.59K) | $20.92(-1.36%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 2.19% | 15.6K | $7.8M | +0.88%(+135) | $394.73(+27.01%) | 2026-06-30 | |
| DE | DEERE & CO | 1.98% | 11.1K | $7.0M | +4.23%(+451) | $311.24(+94.98%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.95% | 9.6K | $6.9M | -6.73%(-691) | $187.40(+183.78%) | 2026-06-30 | |
| GOOG | ALPHABET INC CLASS C | 1.79% | 18.0K | $6.4M | -23.50%(-5.53K) | $167.51(+104.55%) | 2026-06-30 | |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 1.76% | 145.1K | $6.3M | +32.22%(+35.35K) | $33.41(+34.18%) | 2026-06-30 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 1.7% | 119.4K | $6.0M | +1.23%(+1.45K) | $32.03(+62.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.22% | +33.89% | +4.67% | +25.62% |
| Top 20 Holdings Unweighted | +9.31% | +30.60% | +4.07% | +22.05% |
Fsb Premier Wealth Management INC reports $354.95M in US-listed equity holdings across 257 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.0%), SPYM (3.1%) and VEA (2.6%). The top 20 holdings account for 37.94% of reported assets. Its disclosed equity book has returned +33.89% 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 Fsb Premier Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 887748). View Fsb Premier Wealth Management INC’s 13F filings on SEC