FSB PREMIER WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Waterloo, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 319,240
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 251 | 319,240 | 13F-HR | FSB PREMIER WEALTH MANAGEMENT, INC. |
| 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 | 142.3 K | 44.6% | 3.369 K | 0 | 3.369 K |
| ETFs | 176.5 K | 55.3% | 588 | 0 | 588 |
| Other | 437 | 0.1% | 53 | 0 | 53 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
319,240
Holdings
251
QoQ value change ($000)
4,013
(1.3%)
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.