§ 13F · FUND PROFILE
F/m Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.6B (13F)Positions · 415Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 3.04M | $128M | 8.5% | NEW |
| 2 | GOOGL | ALPHABET INC | 221K | $64M | 4.2% | −39% |
| 3 | AVGO | BROADCOM INC | 187K | $58M | 3.8% | −30% |
| 4 | AAPL | APPLE INC | 225K | $57M | 3.8% | −48% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 721K | $54M | 3.6% | +467% |
| 6 | NVDA | NVIDIA CORPORATION | 283K | $49M | 3.3% | −53% |
| 7 | MSFT | MICROSOFT CORP | 128K | $48M | 3.2% | −42% |
| 8 | TBIL | RBB FD INC | 911K | $45M | 3.0% | +14% |
| 9 | AMZN | AMAZON COM INC | 205K | $43M | 2.8% | −39% |
| 10 | ZHOG | RBB FD INC | 637K | $33M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE F/M SIGNAL
AC read
F/m Investments LLC is a Other fund managing $2.6 billion in assets. The fund runs a broad portfolio of 415 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed