FSB PREMIER WEALTH MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Waterloo, IA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$315,227
Net value change ($000)
+11,177 (3.7%)
New positions
13
Sold out positions
5
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UL 2,186 NEW
GOOGL 1,888 35.7%
AMZN 1,294 86.2%
AMAT 771 38.7%
OMC 723 61.1%
BDX 703 47.3%
WFC 611 18.0%
JPM 494 9.4%
SCHW 484 13.6%
DE 474 10.6%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,095 -54.6%
Unilever PLC -2,032 -100.0%
EBAY -322 -24.4%
FDVV -260 -100.0%
META -249 -4.9%
ELV -230 -12.8%
FISV -222 -100.0%
FNOV -213 -10.9%
WBD -213 -100.0%
UNH -207 -31.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type