FSB PREMIER WEALTH MANAGEMENT, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
FSB PREMIER WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0000887748 · WATERLOO, IA
As of Sep 30, 2025, FSB PREMIER WEALTH MANAGEMENT, INC. reported
229 positions worth $297.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 26,354 |
|
6.1M5.42% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 136,200 |
0.7M | 3.58% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 139,742 | $8.4M | 2.81% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,966 | $7.0M | 2.36% |
| MICROSOFT CORP | MSFT | Technology | 11,436 | $5.9M | 1.99% |
| ORACLE CORP | ORCL | Technology | 20,147 | $5.7M | 1.90% |
| FIRST TRUST CORE INVESTMENT GRADE ETF | FTCB | — | 261,250 | $5.6M | 1.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 210,483 | $5.4M | 1.83% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 124,587 | $5.3M | 1.79% |
| ALPHABET INC | GOOG | Equity | 21,708 | $5.3M | 1.78% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,698 | $5.3M | 1.77% |
| META PLATFORMS INC | META | Communication Services | 6,942 | $5.1M | 1.71% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 100,015 | $4.6M | 1.55% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 28,474 | $4.6M | 1.55% |
| FIRST TRUST MANAGED MUNICIPAL ETF | FMB | — | 88,759 | $4.5M | 1.51% |
| DEERE & CO | DE | Industrials | 9,805 | $4.5M | 1.51% |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 96,642 | $4.3M | 1.44% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 106,682 | $4.1M | 1.36% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 43,030 | $4.0M | 1.35% |
| FT VEST US EQUITY BUFFER ETF - MAY | FMAY | — | 71,719 | $3.7M | 1.26% |
| APPLE INC | AAPL | Technology | 14,685 | $3.7M | 1.26% |
| SCHWAB CHARLES CORP | SCHW | Equity | 37,139 | $3.5M | 1.19% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 653 | $3.5M | 1.19% |
| EXXON MOBIL CORP | XOM | Energy | 30,465 | $3.4M | 1.15% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 68,647 | $3.4M | 1.15% |