account_balance

Investment manager · 13F filer · SEC CIK 1834499

F/m Investments LLC

Reported value$3.38Bas of Sep 30, 2026
Positions445 115 new, 24 sold out
Top 10 weight37.4%TBLL alone is 7%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TBLL Invesco Exch Traded Fd Tr II 7.2% Added +123%
AGG iShares Tr 4.5% Added +7%
DFCF Dimensional ETF Trust 4.3% Added +7%
NVDA NVIDIA Corp 4.0% Added +99%AAPL Apple Inc. 3.8% Added +71%MSFT Microsoft Corp 3.5% Added +70%GOOGL Alphabet Inc. 3.4% Added +51%AVGO Broadcom Inc. 2.6% Added +35%AMZN Amazon.com Inc 2.3% Added +51%
VEU Vanguard Intl Equity Index F 1.7% Trimmed −3%
META Meta Platforms, Inc. 1.6% Added +35%
TBIL RBB Fd Inc 1.3% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • SGOV $9.02M
  • XOM $6.35M
  • BSJT $3.1M
  • BBIO $1.4M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist