FSB PREMIER WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Waterloo, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 315,227
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 237 | 315,227 | 13F-HR | FSB PREMIER WEALTH MANAGEMENT, INC. |
| Q3 2025 | 10/31/2025 | 229 | 304,050 | 13F-HR | FSB PREMIER WEALTH MANAGEMENT, INC. |
| Q2 2025 | 8/15/2025 | 213 | 280,216 | 13F-HR | FSB PREMIER WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.9 K | 44.1% | 9.066 K | 0 | 9.066 K |
| ETFs | 176 K | 55.8% | 2.159 K | 0 | 2.159 K |
| Other | 384 | 0.1% | 0 | 50 | -50 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
315,227
Holdings
237
QoQ value change ($000)
11,177
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.