Institutional Fund
Fsb Premier Wealth Management, Inc.
Waterloo, IACIK 8877485 filings on record
Portfolio Value
$319.24M
Q1 2026
Holdings
251
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+1.3%
from $315.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.9%
- Spdr Series Trust3.2%
- Vanguard Tax-Managed Fds2.7%
- Berkshire Hathaway Inc Del2.3%
- Alphabet Inc2.1%
- Deere & Co1.9%
- Other82.9%
Portfolio Holdings
251 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 26.0K | $15.51M | 4.9% | −283 | Reduced |
| 2 | Spdr Series Trust | 134.3K | $10.28M | 3.2% | −1.4K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 132.9K | $8.52M | 2.7% | −5.2K | Reduced |
| 4 | Berkshire Hathaway Inc Del | 15.4K | $7.39M | 2.3% | +1.1K | Added |
| 5 | Alphabet Inc | 23.6K | $6.76M | 2.1% | +686 | Added |
| 6 | Deere & Co | 10.7K | $6.00M | 1.9% | +7 | Added |
| 7 | First Tr Exchange-Traded Fd | 279.6K | $5.86M | 1.8% | +10.1K | Added |
| 8 | Spdr Series Trust | 226.7K | $5.81M | 1.8% | +13.4K | Added |
| 9 | Jpmorgan Chase & Co. | 19.2K | $5.65M | 1.8% | +1.3K | Added |
| 10 | Spdr Index Shs Fds | 118.0K | $5.38M | 1.7% | −6.2K | Reduced |
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