Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
F/m Investments LLC (CIK 1834499) reported $1.97B across 353 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($147.2M, 7.48%), DFCF ($144.1M, 7.32%), TBLL ($109.2M, 5.55%), GOOGL ($78.8M, 4.00%), AVGO ($70.5M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $147.2M | 7.48% | 1.5M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $144.1M | 7.32% | 3.4M | Added |
| 3 | TBLL | INVESCO EXCH TRADED FD TR II | $109.2M | 5.55% | 1.0M | New |
| 4 | GOOGL | ALPHABET INC | $78.8M | 4.00% | 220,535 | Trimmed |
| 5 | AVGO | BROADCOM INC | $70.5M | 3.58% | 186,662 | Trimmed |
| 6 | AAPL | APPLE INC | $66.0M | 3.35% | 228,085 | Added |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $61.0M | 3.10% | 728,304 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $58.9M | 2.99% | 294,630 | Added |
| 9 | MSFT | MICROSOFT CORP | $50.8M | 2.58% | 136,050 | Added |
| 10 | AMZN | AMAZON COM INC | $49.7M | 2.52% | 208,488 | Added |
| 11 | TBIL | RBB FD INC | $41.2M | 2.09% | 825,437 | Trimmed |
| 12 | ZHOG | RBB FD INC | $33.4M | 1.70% | 650,973 | Added |
| 13 | PANW | PALO ALTO NETWORKS INC | $32.6M | 1.65% | 95,508 | Trimmed |
| 14 | META | META PLATFORMS INC | $31.2M | 1.59% | 55,428 | Added |
| 15 | LLY | ELI LILLY & CO | $29.5M | 1.50% | 24,561 | Added |
| 16 | ZTRE | RBB FD INC | $28.3M | 1.44% | 559,494 | Added |
| 17 | MA | MASTERCARD INCORPORATED | $26.4M | 1.34% | 51,449 | Trimmed |
| 18 | HD | HOME DEPOT INC | $21.1M | 1.07% | 59,885 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $20.0M | 1.02% | 34,416 | Added |
| 20 | V | VISA INC | $19.5M | 0.99% | 56,867 | Added |
| 21 | ZTEN | RBB FD INC | $18.0M | 0.92% | 357,654 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $16.9M | 0.86% | 15,836 | Trimmed |
| 23 | ANET | ARISTA NETWORKS INC | $16.9M | 0.86% | 99,515 | Added |
| 24 | ETN | EATON CORP PLC | $14.8M | 0.75% | 34,838 | Added |
| 25 | ZTOP | RBB FD INC | $14.2M | 0.72% | 275,065 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30