F/m Investments LLC

All 13F Filings

Location
Washington, DC
Most recent 13F
Q2 2026
Holdings value ($000)
1,968,334
Description
Website
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
Q2 2026 8/5/2026 354 1,968,334 13F-HR F/m Investments LLC
Q1 2026 5/11/2026 333 1,506,407 13F-HR F/m Investments LLC
Q4 2025 2/3/2026 430 2,631,029 13F-HR F/m Investments LLC
Q3 2025 11/13/2025 413 2,593,242 13F-HR F/m Investments LLC
Q2 2025 8/13/2025 400 2,754,490 13F-HR F/m Investments LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.415 M 71.9% 165.1 K 0 165.1 K
ETFs 551.6 K 28.0% 299.1 K 0 299.1 K
Debt 2.071 K 0.1% 0 2.291 K -2.291 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,968,334
Holdings
354
QoQ value change ($000)
461,927 (30.7%)
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.