FSB PREMIER WEALTH MANAGEMENT, INC.

Est. AUM

$317.3M

13F long equity, this entity only

Positions

249

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD S&P 500 ETF	UIT EXCHANGE TRADED	$15.5M	25956	4.89%	SOLE
2	STATE STREET SPDR PORTFOLIO S&P 500 ETF	UIT EXCHANGE TRADED	$10.3M	134299	3.24%	SOLE
3	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$8.5M	132927	2.68%	SOLE
4	BERKSHIRE HATHAWAY CLASS B	COMMON STOCK	$7.4M	15419	2.33%	SOLE
5	ALPHABET INC CLASS CLASS C	COMMON STOCK	$6.8M	23552	2.13%	SOLE
6	DEERE & CO	COMMON STOCK	$6.0M	10654	1.89%	SOLE
7	FIRST TRUST CORE INVESTMENT GRADE ETF	UIT EXCHANGE TRADED	$5.9M	279644	1.85%	SOLE
8	STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF	UIT EXCHANGE TRADED	$5.8M	226728	1.83%	SOLE
9	JPMORGAN CHASE & CO	COMMON STOCK	$5.6M	19198	1.78%	SOLE
10	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	UIT EXCHANGE TRADED	$5.4M	117961	1.70%	SOLE
11	MICROSOFT CORP	COMMON STOCK	$5.3M	14269	1.66%	SOLE
12	EXXON MOBIL CORP	COMMON STOCK	$5.1M	29997	1.60%	SOLE
13	FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	UIT EXCHANGE TRADED	$4.8M	102601	1.52%	SOLE
14	PHILIP MORRIS INTL INC	COMMON STOCK	$4.7M	28304	1.47%	SOLE
15	FIRST TRUST MANAGED MUNICIPAL ETF	UIT EXCHANGE TRADED	$4.4M	87194	1.39%	SOLE
16	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	UIT EXCHANGE TRADED	$4.3M	109717	1.36%	SOLE
17	META PLATFORMS INC CLASS CLASS A	COMMON STOCK	$4.2M	7349	1.32%	SOLE
18	FIRST TRUST CAPITAL STRENGTH ETF	UIT EXCHANGE TRADED	$4.0M	43515	1.27%	SOLE
19	FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF	UIT EXCHANGE TRADED	$4.0M	91888	1.26%	SOLE
20	APPLE INC	COMMON STOCK	$3.8M	15112	1.21%	SOLE
21	CHARLES SCHWAB CORP	COMMON STOCK	$3.8M	40776	1.21%	SOLE
22	FT VEST U.S. EQUITY BUFFER ETF - MAY	UIT EXCHANGE TRADED	$3.8M	71328	1.19%	SOLE
23	GENERAL DYNAMICS CORP	COMMON STOCK	$3.6M	10419	1.13%	SOLE
24	AMAZON.COM INC	COMMON STOCK	$3.6M	17087	1.12%	SOLE
25	APPLIED MATLS INC	COMMON STOCK	$3.5M	10270	1.11%	SOLE
26	FIRST TRUST LOW DURATIONOPPORTUNITIES ETF	UIT EXCHANGE TRADED	$3.4M	68011	1.07%	SOLE
27	BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES	COMMON STOCK	$3.2M	768	1.02%	SOLE
28	FIRST TRUST LONG DURATION OPPORTUNITIES ETF	UIT EXCHANGE TRADED	$3.0M	138749	0.94%	SOLE
29	VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$2.9M	53522	0.91%	SOLE
30	CONOCOPHILLIPS	COMMON STOCK	$2.8M	21288	0.89%	SOLE
31	WELLS FARGO & CO	COMMON STOCK	$2.8M	35097	0.88%	SOLE
32	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	UIT EXCHANGE TRADED	$2.6M	55769	0.82%	SOLE
33	NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$2.6M	16970	0.82%	SOLE
34	VISA INC CLASS CLASS A	COMMON STOCK	$2.6M	8466	0.81%	SOLE
35	VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES	UIT EXCHANGE TRADED	$2.5M	52658	0.80%	SOLE
36	FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF	UIT EXCHANGE TRADED	$2.5M	133302	0.80%	SOLE
37	ANALOG DEVICES INC	COMMON STOCK	$2.5M	7933	0.80%	SOLE
38	BANK NEW YORK MELLON COR	COMMON STOCK	$2.4M	20236	0.76%	SOLE
39	FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND	UIT EXCHANGE TRADED	$2.4M	15281	0.74%	SOLE
40	VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$2.3M	29761	0.74%	SOLE
41	FIRST TRUST INTERMEDIATEDURATION INVESTMENT GRADE CORPORATE ETF	UIT EXCHANGE TRADED	$2.3M	111209	0.73%	SOLE
42	ORACLE CORP	COMMON STOCK	$2.3M	15687	0.73%	SOLE
43	FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER	UIT EXCHANGE TRADED	$2.2M	55837	0.69%	SOLE
44	MCKESSON CORP	COMMON STOCK	$2.2M	2494	0.68%	SOLE
45	COMCAST CORP NEW CLASS A	COMMON STOCK	$2.2M	74945	0.68%	SOLE
46	MEDTRONIC PLC F	FOREIGN ORDINARIES	$2.1M	24777	0.68%	SOLE
47	FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND	UIT EXCHANGE TRADED	$2.1M	22441	0.66%	SOLE
48	UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$2.1M	36476	0.65%	SOLE
49	VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$2.0M	9947	0.65%	SOLE
50	FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	UIT EXCHANGE TRADED	$2.0M	21393	0.62%	SOLE

1–50 of 249

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.