FSB PREMIER WEALTH MANAGEMENT, INC.

RIA/Wealth

FSB PREMIER WEALTH MANAGEMENT, INC. is a RIA/Wealth based in Waterloo, IA led by Ryan J Risetter, reporting $346.7M in AUM as of Q3 2025 with 56% ETF concentration.

CEORyan J Risetter

Portfolio Value: $303.5M
Positions: 227
Top Holding: VOO at 5.32%
Last Reported: Q3 2025

Address131 Tower Park Drive Suite 115, Waterloo, IA, 50701, United States

Top Holdings

Largest long holdings in FSB PREMIER WEALTH MANAGEMENT, INC.'s portfolio (24.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$16.1M	5.32%	-$297.0K Sold	— 26.4K shares	Q4 2020 Held for 4y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$10.7M	3.52%	-$154.4K Sold	— 136.2K shares	Q4 2020 Held for 4y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$8.4M	2.76%	-$251.7K Sold	— 139.7K shares	Q4 2020 Held for 4y 11m
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$7.0M	2.31%	-$150.3K Sold	0.00% 14.0K shares	Q4 2020 Held for 4y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$5.9M	1.95%	+$657.8K Bought	0.00% 11.4K shares	Q4 2020 Held for 4y 11m
6 Oracle ORCL	Software - Infrastructure Technology	$5.7M	1.87%	-$430.0K Sold	0.00% 20.1K shares	Q3 2021 Held for 4y 2m
7 FTCB First Trust Core Investment Grade FTCB	ETF ETF	$5.6M	1.83%	+$1.2M Bought	— 261.3K shares	Q1 2025 Held for 8 months
8 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$5.4M	1.79%	-$21.9K Sold	— 210.5K shares	Q4 2020 Held for 4y 11m
9 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$5.3M	1.76%	-$107.8K Sold	— 124.6K shares	Q4 2020 Held for 4y 11m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$5.3M	1.74%	+$44.3K Bought	0.00% 21.7K shares	Q2 2021 Held for 4y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FSB PREMIER WEALTH MANAGEMENT, INC.'s latest filing

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Market Value

$303.5M

Prior: $279.7M

Q/Q Change

+8.51%

+$23.8M

Net Flows % of MV

+2.67%

Turnover Ratio

4.85%

New Purchases

12 stocks

$3.5M

Added To

92 stocks

+$14.2M

Sold Out Of

5 stocks

$987.2K

Reduced Holdings

103 stocks

-$8.6M

Increased Positions

Position	Shares Δ	Change
1 First Trust Active Factor Mid Cap AFMC	New	0 → 19.0K +$653.2K
2 XIJN FT Vest U.S. Equity Buffer & Premium Income ETF XIJN	New	0 → 16.4K +$508.9K
3 First Trust RBA American Industrial Renaissance AIRR	New	0 → 3.0K +$286.7K
4 iShares ESG Aware USD Corporate Bond ETF SUSC	New	0 → 11.4K +$268.1K
5 First Trust Active Factor Small Cap AFSM	New	0 → 8.2K +$267.4K

Decreased Positions

Position	Shares Δ	Change
1 FT Vest U.S. Equity Moderate Buffer ETF GMAR	Sold	5.3K → 0 −$208.0K
2 United Parcel Service, Inc. UPS	Sold	2.0K → 0 −$202.6K
3 Marriott International MAR	Sold	740.0 → 0 −$202.2K
4 Fidelity National Information Services FIS	Sold	2.5K → 0 −$201.5K
5 First Trust Indxx Global Natural Resources Income FTRI	Sold	12.2K → 0 −$172.9K