F/m Investments LLC — 13F holdings

F/m Investments LLC reported 354 holdings worth $1.97B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. AGG ISHARES TR — $147M (7.5%)
2. DFCF DIMENSIONAL ETF TRUST — $144M (7.3%)
3. TBLL INVESCO EXCH TRADED FD TR II — $109M (5.5%)
4. GOOGL ALPHABET INC — $78.8M (4.0%)
5. AVGO BROADCOM INC — $70.5M (3.6%)
6. AAPL APPLE INC — $66.0M (3.4%)
7. VEU VANGUARD INTL EQUITY INDEX F — $61.0M (3.1%)
8. NVDA NVIDIA CORPORATION — $58.9M (3.0%)
9. MSFT MICROSOFT CORP — $50.8M (2.6%)
10. AMZN AMAZON COM INC — $49.7M (2.5%)