FSB PREMIER WEALTH MANAGEMENT, INC.
CIK 887748 · Holdings on Jun 30, 2025 · First reported Aug 15, 2025
Top ten holdings
Q2 2025- VOO5.44%
- SPYM3.58%
- VEA2.93%
- BRK.B2.47%
- SPAB1.93%
- SPDW1.84%
- FIXD1.81%
- MSFT1.80%
- DE1.77%
- META1.74%
Share classes counted separately25.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ORCLWeight increased · +0.61 pp1.08% → 1.69%Shares +1.91K (+9.65%)
- FTCSWeight decreased · -0.49 pp2.12% → 1.63%Shares -10.26K (-16.95%)
- MSFTWeight increased · +0.45 pp1.35% → 1.80%Shares +969 (+10.54%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $15.25M | 5.44% | 26.84K shares | 5.53% → 5.44%-0.09 pp -748 (-2.71%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $10.04M | 3.58% | 138.17K shares | 3.55% → 3.58%+0.03 pp -377 (-0.27%) | Reduced | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFUIT EXCHANGE TRADED View history and evidence | $8.21M | 2.93% | 143.94K shares | 3.01% → 2.93%-0.08 pp -7.65K (-5.05%) | Reduced | ↗▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCOMMON STOCK View history and evidence | $6.93M | 2.47% | 14.27K shares | 2.62% → 2.47%-0.15 pp +1.67K (+13.25%) | Added | ↗▾ |
| 05 | SPABSS SPDR P AGG BOND ETFUIT EXCHANGE TRADED View history and evidence | $5.41M | 1.93% | 211.33K shares | 2.13% → 1.93%-0.20 pp -2.37K (-1.11%) | Reduced | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFUIT EXCHANGE TRADED View history and evidence | $5.15M | 1.84% | 127.11K shares | 1.83% → 1.84%+0.01 pp -1.52K (-1.18%) | Reduced | ↗▾ |
| 07 | FIXDFIRST TRUST SMITH OPPORTUNISUIT EXCHANGE TRADED View history and evidence | $5.07M | 1.81% | 115.46K shares | 2.20% → 1.81%-0.39 pp -13.19K (-10.25%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $5.06M | 1.80% | 10.17K shares | 1.35% → 1.80%+0.45 pp +969 (+10.54%) | Added | ↗▾ |
| 09 | DEDEERE & COCOMMON STOCK View history and evidence | $4.97M | 1.77% | 9.77K shares | 1.82% → 1.77%-0.05 pp -149 (-1.50%) | Reduced | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACOMMON STOCK View history and evidence | $4.87M | 1.74% | 6.60K shares | 1.32% → 1.74%+0.42 pp +728 (+12.40%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EIX EDISON INTERNATIONAL | Non-derivative | -3,721 | -$219.24K | SEC filing ↗ | SEC filing ↗ |
| MRK MERCK & CO. INC. | Non-derivative | -2,340 | -$210.04K | SEC filing ↗ | SEC filing ↗ |
| F FORD MOTOR CO | Non-derivative | -10,010 | -$100.40K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 887748 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 280215543
}Research all 213 reported holdings.
This page includes 30 of 213 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 213 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"887748","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"887748","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.