Jacob Myrvik
Fsb Premier Wealth Management, Inc.
Assets Managed
$319.24M
Holdings
251
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.28%(2Q avg: 2.48%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Fsb Premier Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 251 positions.
Assets under management
The assets under management (AUM) of Fsb Premier Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 319.24M in assets, with a quarterly growth rate of 1.28% and a 2-quarter average growth rate of 2.48%. The portfolio is managed by Jacob Myrvik, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 4.86% | $15.51M 25,956 shares@ $597.56 avg price | Decreased -1.07% |
SPLG Spdr Portfolio S&p 500 Etf
| 3.22% | $10.279M 134,299 shares@ $76.54 avg price | Decreased -1% |
VEA Vanguard Ftse Developed Etf
| 2.67% | $8.518M 132,927 shares@ $64.09 avg price | Decreased -3.79% |
BRK.B Berkshire Hathaway Inc-cl B
| 2.32% | $7.389M 15,419 shares@ $479.21 avg price | Increased 7.42% |
GOOG Alphabet Inc-cl C
| 2.12% | $6.756M 23,552 shares@ $286.86 avg price | Increased 3.01% |
DE Deere & Co
| 1.88% | $6.002M 10,654 shares@ $563.33 avg price | Increased 0.07% |
FTCB Ft Core Investment Grade Etf
| 1.84% | $5.861M 279,644 shares@ $20.96 avg price | Increased 3.74% |
SPAB Spdr Portfolio Aggregate Bon
| 1.82% | $5.809M 226,728 shares@ $25.62 avg price | Increased 6.28% |
JPM Jpmorgan Chase & Co
| 1.77% | $5.647M 19,198 shares@ $294.17 avg price | Increased 7.37% |
SPDW Spdr Portfolio Developed Wor
| 1.69% | $5.385M 117,961 shares@ $45.65 avg price | Decreased -4.96% |
1-10 of 251