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CIK: 0000887748
Total reported value
$354.9M
$354.9M
237 檔
14.2%
At the close of Q4 2025, FSB Premier Wealth Management, Inc. disclosed equity holdings valued at approximately $354.9M, spread across 237 reported holdings.
In Q4 2025, FSB Premier Wealth Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.22% | +0.13% | -0.44% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | -0.09% | -0.40% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.74% | -0.03% | -1.12% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | -0.12% | +2.78% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | -0.33% | +5.33% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.21% | +9.03% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.21% | +7.08% | |
| 8 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.82% | +0.41% | +3.19% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.75% | +0.01% | -0.37% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.74% | -0.22% | +1.36% | |
| 11 | DE | Deere & Co | Stock-Industrials | 1.57% | +0.10% | +8.59% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 1.56% | +0.07% | +7.68% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.20% | +5.82% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-Other | 1.46% | -0.13% | +0.10% | |
| 15 | FMB | First Trust Managed Municipa | ETF-Other | 1.36% | -0.12% | -5.27% | |
| 16 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.34% | -0.31% | -1.15% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.31% | +0.40% | +0.83% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.09% | +2.64% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.28% | -0.27% | +8.60% | |
| 20 | FTCS | First Trust Capital Strength | ETF-Other | 1.28% | -0.12% | +1.18% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.27% | -0.07% | +6.13% | |
| 22 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.22% | -0.04% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.39% | +2.53% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.14% | +0.14% | +3.06% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.07% | -0.47% | -1.95% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 1.06% | -0.19% | +9.07% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.93% | -0.02% | -1.18% | |
| 28 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.93% | -0.05% | +4.42% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.12% | +0.17% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.18% | +77.10% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.88% | +0.85% | +10.48% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.85% | +0.04% | -0.17% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.21% | -34.54% | |
| 34 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.80% | +0.15% | -6.16% | |
| 35 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.78% | -0.41% | +1.62% | |
| 36 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.78% | +0.09% | -1.56% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.78% | +0.10% | +4.48% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.78% | -0.06% | -4.43% | |
| 39 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.75% | -0.21% | +6.96% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.05% | +8.36% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.73% | -0.07% | +9.17% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.72% | -0.07% | -7.54% | |
| 43 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.72% | +0.04% | -1.88% | |
| 44 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.70% | -0.03% | -4.21% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.69% | -0.01% | +42.10% | |
| 46 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.69% | -0.03% | — | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.67% | +0.05% | -0.05% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.64% | -0.21% | +11.49% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.64% | -0.21% | +6.32% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.62% | -0.15% | +15.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +5.33% | Add |
| 2 | AMZN | Amazon.com Inc | +0.4% | +77.10% | Add |
| 3 | AMAT | Applied Materials Inc | +0.2% | +10.48% | Add |
| 4 | OMC | Omnicom Group | +0.2% | +62.65% | Add |
| 5 | BDX | Becton Dickinson And Co | +0.2% | +42.10% | Add |
| 6 | WFC | Wells Fargo & Co | +0.2% | +6.13% | Add |
| 7 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | +103.86% | Add |
| 8 | GDEC | Ft Vest US Equity Moderate B | +0.1% | +116.28% | Add |
| 9 | SCHW | Schwab (charles) CORP | +0.1% | +8.60% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +7.08% | Add |
| 11 | DE | Deere & Co | +0.1% | +8.59% | Add |
| 12 | ADI | Analog Devices Inc | +0.1% | +4.48% | Add |
| 13 | BNY | Bank Of New York Mellon CORP | +0.1% | +9.17% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +2.64% | Add |
| 15 | NVS | Novartis Ag-sponsored Adr | +0.1% | +6.96% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +2.53% | Add |
| 17 | MCK | Mckesson CORP | +0.1% | +6.32% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | +13.91% | Add |
| 19 | PM | Philip Morris International | 0% | +7.68% | Add |
| 20 | RTX | Rtx CORP | 0% | +7.28% | Add |
| 21 | IQV | Iqvia Holdings Inc | 0% | +2.57% | Add |
| 22 | FOCT | Ft Vest U.s. Equity Buffer E | 0% | +26.91% | Add |
| 23 | AIRR | First Trust Rba American Ind | 0% | +36.63% | Add |
| 24 | GD | General Dynamics CORP | 0% | +9.07% | Add |
| 25 | MDT | Medtronic plc | 0% | +8.36% | Add |
| 26 | COP | Conocophillips | 0% | +11.49% | Add |
| 27 | CMCSA | Comcast Corp-class A | 0% | +15.31% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +2.35% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +10.25% | Add |
| 30 | EUSB | Ishr Esg Advn Universal Bd-$ | 0% | +26.72% | Add |
| 31 | AMGN | Amgen Inc | 0% | -0.16% | Trim |
| 32 | L | Loews CORP | 0% | +25.06% | Add |
| 33 | APH | Amphenol Corp-cl A | 0% | +26.22% | Add |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | +13.95% | Add |
| 35 | SNY | Sanofi-adr | 0% | +6.28% | Add |
| 36 | KLAC | Kla CORP | 0% | +23.24% | Add |
| 37 | FSEP | Ft Vest U.s. Equity Buffer E | 0% | +7.21% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | +8.30% | Add |
| 39 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 40 | EAGG | Ishares Esg Aware US Aggrega | 0% | +26.52% | Add |
| 41 | SUSC | Ishares Esg Aware Usd Corpor | 0% | +26.11% | Add |
| 42 | XISE | Ft Vest US Equity Buffer & P | 0% | +21.31% | Add |
| 43 | CRM | Salesforce Inc | 0% | +2.26% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | 0% | -2.71% | Trim |
| 45 | ABNB | Airbnb Inc-class A | 0% | +3.42% | Add |
| 46 | LGOV | First Tr Long Duration O-etf | 0% | +4.42% | Add |
| 47 | FDT | First Trust Develp Mkt Ex-us | 0% | +0.44% | Add |
| 48 | BAC | Bank Of America CORP | 0% | -0.69% | Trim |
| 49 | XLK | Ss Technology Select Sector | 0% | +112.75% | Add |
| 50 | FTGS | First Trust Grwth Strgth ETF | 0% | +7.02% | Add |
According to official SEC Form 13F filings, FSB Premier Wealth Management, Inc. reported a total U.S. public equity portfolio value of $354.9M across 237 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYM, VEA) accounted for 14.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $2.2M
Top Position Liquidated / Trimmed
UL
前期市值: $2.0M
During Q4 2025, FSB Premier Wealth Management, Inc.'s top holdings by market value included VOO (5.2%)、SPYM (3.5%)、VEA (2.7%). The largest single position, VOO, represented 5.2% of total portfolio value.
In Q4 2025, FSB Premier Wealth Management, Inc. made 190 total portfolio adjustments, initiating 13 new buys, adding to 94 positions, trimming 78 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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