FSB PREMIER WEALTH MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Waterloo, IA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
251
Total value ($000)
$319,240
Net value change ($000)
+4,013 (1.3%)
New positions
19
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 1,330 35.4%
DE 1,045 21.1%
COP 780 38.4%
AMZN 763 27.3%
AMAT 747 27.0%
FERG 720 NEW
AIRR 422 106.0%
ET 417 NEW
CASY 410 31.7%
WAT 391 NEW
Top Reduces (Value $000, Stocks/ETFs)
WFC -1,208 -30.2%
VOO -945 -5.7%
MSFT -748 -12.4%
EBAY -713 -71.6%
META -644 -13.3%
SPYM -603 -5.5%
GOOGL -419 -5.8%
BKNG -369 -10.2%
CHKP -304 -48.1%
HYLS -279 -14.7%
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