Institutional Fund
F/M Investments LLC
Washington, DCCIK 18344995 filings on record
Portfolio Value
$1.51B
Q1 2026
Holdings
333
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-42.7%
from $2.63B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust8.5%
- Alphabet Inc4.2%
- Broadcom Inc3.8%
- Apple Inc3.8%
- Vanguard Intl Equity Index F3.6%
- Nvidia Corporation3.3%
- Other72.8%
Portfolio Holdings
333 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.04M | $128.18M | 8.5% | +3.04M | New |
| 2 | Alphabet Inc | 221.3K | $63.63M | 4.2% | −144.1K | Reduced |
| 3 | Broadcom Inc | 186.8K | $57.81M | 3.8% | −81.7K | Reduced |
| 4 | Apple Inc | 225.0K | $57.11M | 3.8% | −207.6K | Reduced |
| 5 | Vanguard Intl Equity Index F | 721.1K | $54.15M | 3.6% | +593.9K | Added |
| 6 | Nvidia Corporation | 282.8K | $49.31M | 3.3% | −314.1K | Reduced |
| 7 | Microsoft Corp | 128.3K | $47.51M | 3.2% | −91.1K | Reduced |
| 8 | Rbb Fd Inc | 911.1K | $45.42M | 3.0% | +108.7K | Added |
| 9 | Amazon Com Inc | 205.3K | $42.75M | 2.8% | −131.3K | Reduced |
| 10 | Rbb Fd Inc | 637.2K | $32.69M | 2.2% | +16.9K | Added |
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