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Ryan Westerbeck

F M Investments Llc

Assets Managed
$1.506B
Holdings
333
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-42.74%(2Q avg: -20.64%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in F M Investments Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 333 positions.

Assets under management

The assets under management (AUM) of F M Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.506B in assets, with a quarterly growth rate of -42.74% and a 2-quarter average growth rate of -20.64%. The portfolio is managed by Ryan Westerbeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFCF
Dimensional Core Fixed Inc
Recent Activity
New Position
8.51%
$128.18M
3.036M shares@ $42.22 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -39.44%
4.23%
$63.628M
221,268 shares@ $287.56 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -30.43%
3.84%
$57.809M
186,777 shares@ $309.52 avg price
AAPL
Apple Inc
Recent Activity
Decreased -47.98%
3.8%
$57.106M
225,027 shares@ $253.78 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 466.86%
3.6%
$54.155M
721,102 shares@ $75.1 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -52.62%
3.28%
$49.312M
282,750 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -41.51%
3.16%
$47.515M
128,333 shares@ $370.25 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Increased 13.55%
3.02%
$45.425M
911,142 shares@ $49.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -39.01%
2.84%
$42.752M
205,274 shares@ $208.28 avg price
XFIX
F M Opportunistic Inc
Recent Activity
Increased 2.73%
2.18%
$32.689M
637,227 shares@ $51.3 avg price

1-10 of 333