FSB PREMIER WEALTH MANAGEMENT, INC.

CIK

887748

Location

WATERLOO, IA

Portfolio Value

Small $138,098,812

Diversification

Diversified

Filing Date

Global Rank

#4,677 / 8,232 ▲ 348

Top Industry

Banks - Diversified 9.1%

3Y Alpha vs SPY

-5.7%

Period ended 2 months ago

Filed May 13, 2026 · 32d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.5%

SPY

+76.3%

Annualised alpha

-5.7%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−0.0 pts

Top 5

21.3%

−0.3 pts

Top 10

35.9%

−1.2 pts

HHI

210

Diversified−8

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	21.7%	$29,915,240	16
Technology	18.5%	$25,550,578	20
Healthcare	12.9%	$17,769,192	20
Industrials	10.8%	$14,927,546	14
Consumer Cyclical	9.4%	$12,939,003	11
Consumer Defensive	8.0%	$11,064,448	9
Communication Services	7.9%	$10,875,088	8
Energy	7.2%	$9,992,124	8
Unclassified	1.6%	$2,157,023	3
Utilities	1.3%	$1,764,950	6
Real Estate	0.6%	$774,989	2
Basic Materials	0.3%	$368,631	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+9,511	74,945	$2,151,670
AMZN	Amazon Com Inc	+4,975	17,087	$3,558,709
UL	Unilever PLC	+3,057	36,476	$2,078,037
VZ	Verizon Communications Inc	+2,541	14,560	$730,912
ORCL	Oracle Corp	+2,498	15,687	$2,307,714
MSFT	Microsoft Corp	+1,800	14,269	$5,281,955
OMC	Omnicom Group Inc.	+1,671	25,280	$1,903,836
SNY	Sanofi	+1,523	28,831	$1,389,077
JPM	Jpmorgan Chase & Co	+1,317	19,198	$5,647,283
NFLX	Netflix Inc	+1,140	3,823	$367,581
NVDA	Nvidia Corp	+1,076	8,303	$1,448,043
AVGO	Broadcom Inc.	+1,069	1,723	$533,285
BRK-B	Berkshire Hathaway Inc	+1,065	15,419	$7,388,784
BDX	Becton Dickinson & Co	+1,030	12,306	$1,934,872
UPS	United Parcel Service Inc	+865	3,405	$334,983
XYL	Xylem Inc.	+777	2,336	$279,152
MDT	Medtronic plc	+693	24,777	$2,146,927
DIS	Walt Disney Co	+558	7,808	$752,535
BNY	Bank of New York Mellon Corp	+536	20,236	$2,400,596
IQV	Iqvia Holdings Inc.	+519	4,395	$749,523
GD	General Dynamics Corp	+448	10,419	$3,576,009
SCHW	Schwab Charles Corp	+442	40,776	$3,832,128
RTX	RTX Corp	+410	6,438	$1,241,890
V	Visa Inc.	+409	8,466	$2,558,763
MRK	Merck & Co., Inc.	+382	2,288	$275,223
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EBAY	Ebay Inc	−8,320	3,110	$283,072
WFC	Wells Fargo & Company/Mn	−7,842	35,097	$2,794,072
PM	Philip Morris International Inc.	−2,357	28,304	$4,679,783
KMX	Carmax Inc	−1,796	20,241	$841,620
WMB	Williams Companies, Inc.	−1,578	3,005	$218,703
O	Realty Income Corp	−1,269	7,914	$484,178
XOM	Exxon Mobil Corp	−1,239	29,997	$5,089,291
ADI	Analog Devices Inc	−1,116	7,933	$2,523,804
CHKP	Check Point Software Technologies Ltd	−1,113	2,295	$327,840
ETR	Entergy Corp /De/	−910	2,522	$283,371
T	At&T Inc.	−760	17,009	$493,090
IBM	International Business Machines Corp	−565	1,915	$464,176
SBUX	Starbucks Corp	−524	7,537	$675,239
PFE	Pfizer Inc	−518	10,751	$301,888
AMAT	Applied Materials Inc /De	−480	10,270	$3,510,183
QCOM	Qualcomm Inc/De	−449	3,505	$451,373
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−434	3,848	$1,300,431
COP	Conocophillips	−403	21,288	$2,810,016
APD	Air Products & Chemicals, Inc.	−381	1,269	$368,631
GSK	GSK plc	−357	4,461	$246,202
PG	PROCTER & GAMBLE Co	−297	1,881	$271,691
BAC	Bank Of America Corp /De/	−290	27,896	$1,359,930
MAS	Masco Corp /De/	−257	3,877	$234,054
NVS	Novartis AG	−249	16,970	$2,592,167
AMGN	Amgen Inc	−241	2,262	$795,884
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
FERG	Ferguson Enterprises Inc. /DE/	3,087	$720,073
ET	Energy Transfer LP	21,613	$417,130
WAT	Waters Corp /De/	1,314	$391,309
BMY	Bristol Myers Squibb Co	6,438	$390,464
EPD	Enterprise Products Partners L.P.	8,941	$338,327
LLY	ELI LILLY & Co	326	$299,845
PAGP	Plains Gp Holdings LP	11,444	$277,860
CRWD	CrowdStrike Holdings, Inc.	705	$275,239
MO	Altria Group, Inc.	4,111	$271,284
AZN	Astrazeneca PLC	1,192	$235,086
WU	Western Union CO	17,916	$156,406
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	960	$246,940
SYK	Stryker Corp	665	$233,727
VEEV	Veeva Systems Inc	1,008	$225,015
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 positions · $138,098,812 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,419	+1,065	$7,388,784	+2.4%	5.35%
DE	Deere & Co Industrials	Added	10,654	+7	$6,001,398	+21.1%	4.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,198	+1,317	$5,647,283	−2.0%	4.09%
MSFT	Microsoft Corp Technology	Added	14,269	+1,800	$5,281,955	−12.4%	3.82%
XOM	Exxon Mobil Corp Energy	Reduced	29,997	-1,239	$5,089,291	+35.4%	3.69%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	28,304	-2,357	$4,679,783	−4.8%	3.39%
META	Meta Platforms, Inc. Communication Services	Added	7,349	+3	$4,204,583	−13.3%	3.04%
AAPL	Apple Inc. Technology	Added	15,112	+39	$3,835,274	−6.4%	2.78%
SCHW	Schwab Charles Corp Financial Services	Added	40,776	+442	$3,832,128	−4.9%	2.77%
GD	General Dynamics Corp Industrials	Added	10,419	+448	$3,576,009	+6.5%	2.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,087	+4,975	$3,558,709	+27.3%	2.58%
AMAT	Applied Materials Inc /De Technology	Reduced	10,270	-480	$3,510,183	+27.1%	2.54%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	768	+95	$3,233,525	−10.3%	2.34%
COP	Conocophillips Energy	Reduced	21,288	-403	$2,810,016	+38.4%	2.03%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	35,097	-7,842	$2,794,072	−30.2%	2.02%
NVS	Novartis AG Healthcare	Reduced	16,970	-249	$2,592,167	+9.2%	1.88%
V	Visa Inc. Financial Services	Added	8,466	+409	$2,558,763	−9.4%	1.85%
ADI	Analog Devices Inc Technology	Reduced	7,933	-1,116	$2,523,804	+2.8%	1.83%
BNY	Bank of New York Mellon Corp Financial Services	Added	20,236	+536	$2,400,596	+5.0%	1.74%
ORCL	Oracle Corp Technology	Added	15,687	+2,498	$2,307,714	−10.2%	1.67%
MCK	Mckesson Corp Healthcare	Added	2,494	+21	$2,158,207	+6.4%	1.56%
CMCSA	Comcast Corp Communication Services	Added	74,945	+9,511	$2,151,670	+17.4%	1.56%
MDT	Medtronic plc Healthcare	Added	24,777	+693	$2,146,927	−7.2%	1.55%
UL	Unilever PLC Consumer Defensive	Added	36,476	+3,057	$2,078,037	−4.9%	1.50%
BDX	Becton Dickinson & Co Healthcare	Added	12,306	+1,030	$1,934,872	+12.5%	1.40%
OMC	Omnicom Group Inc. Communication Services	Added	25,280	+1,671	$1,903,836	−0.1%	1.38%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	2,339	+1	$1,702,464	+31.7%	1.23%
NVDA	Nvidia Corp Technology	Added	8,303	+1,076	$1,448,043	+7.4%	1.05%
SNY	Sanofi Healthcare	Added	28,831	+1,523	$1,389,077	+5.0%	1.01%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	27,896	-290	$1,359,930	−12.3%	0.98%
ELV	Elevance Health, Inc. Healthcare	Added	4,605	+145	$1,348,113	−13.8%	0.98%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,848	-434	$1,300,431	−0.1%	0.94%
RTX	RTX Corp Industrials	Added	6,438	+410	$1,241,890	+12.3%	0.90%
AFL	Aflac Inc Financial Services	Held	10,502	0	$1,152,174	−0.5%	0.83%
PEP	Pepsico Inc Consumer Defensive	Added	7,080	+123	$1,099,453	+10.1%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	8,172	+320	$1,015,616	+16.1%	0.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,503	-13	$977,461	−5.4%	0.71%
JNJ	Johnson & Johnson Healthcare	Added	3,804	+124	$929,849	+22.1%	0.67%
CAT	Caterpillar Inc Industrials	Added	1,311	+89	$928,791	+32.7%	0.67%
QQQ	Invesco Qqq Trust, Series 1	Added	1,563	+7	$902,132	−5.6%	0.65%
KO	Coca Cola Co Consumer Defensive	Reduced	11,275	-158	$857,463	+7.3%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,566	-53	$843,931	−6.4%	0.61%
KMX	Carmax Inc Consumer Cyclical	Reduced	20,241	-1,796	$841,620	−1.2%	0.61%
AMGN	Amgen Inc Healthcare	Reduced	2,262	-241	$795,884	−2.9%	0.58%
DIS	Walt Disney Co Communication Services	Added	7,808	+558	$752,535	−8.8%	0.54%
IQV	Iqvia Holdings Inc. Healthcare	Added	4,395	+519	$749,523	−14.2%	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,401	-24	$746,206	+0.7%	0.54%
VZ	Verizon Communications Inc Communication Services	Added	14,560	+2,541	$730,912	+49.3%	0.53%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	NEW	3,087	NEW	$720,073	NEW	0.52%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	7,537	-524	$675,239	−0.5%	0.49%