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Phil Mead

First Premier Bank

Assets Managed
$618.636M
Holdings
358
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
42.81%(2Q avg: 21.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Premier Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 358 positions.

Assets under management

The assets under management (AUM) of First Premier Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 618.636M in assets, with a quarterly growth rate of 42.81% and a 2-quarter average growth rate of 21.06%. The portfolio is managed by Phil Mead, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 16.26%
7.54%
$46.629M
126,010 shares@ $370.05 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1166.9%
6.73%
$41.605M
566,747 shares@ $73.42 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 448.63%
5.97%
$36.908M
518,011 shares@ $71.25 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.94%
5.24%
$32.363M
148,500 shares@ $217.94 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.99%
4.2%
$25.951M
89,684 shares@ $289.37 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 452.83%
3.94%
$24.353M
35,458 shares@ $686.82 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 707.38%
2.6%
$16.045M
134,242 shares@ $119.53 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 562.15%
2.4%
$14.794M
171,741 shares@ $86.15 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 115.65%
2.39%
$14.74M
93,274 shares@ $158.03 avg price
PHDG
Invesco S&p 500 Downside Hed
Recent Activity
Decreased -15.5%
1.74%
$10.727M
262,005 shares@ $40.95 avg price

1-10 of 358