FSB PREMIER WEALTH MANAGEMENT, INC.

CIK

887748

Location

WATERLOO, IA

Portfolio Value

Micro $10,875,088

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

8 positions · $10,875,088 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Added	7,349	+3	$4,204,583	−13.3%	38.66%
CMCSA	Comcast Corp Communication Services	Added	74,945	+9,511	$2,151,670	+17.4%	19.79%
OMC	Omnicom Group Inc. Communication Services	Added	25,280	+1,671	$1,903,836	−0.1%	17.51%
DIS	Walt Disney Co Communication Services	Added	7,808	+558	$752,535	−8.8%	6.92%
VZ	Verizon Communications Inc Communication Services	Added	14,560	+2,541	$730,912	+49.3%	6.72%
T	At&T Inc. Communication Services	Reduced	17,009	-760	$493,090	+11.7%	4.53%
NFLX	Netflix Inc Communication Services	Added	3,823	+1,140	$367,581	+46.1%	3.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	942	-27	$270,881	−10.7%	2.49%