Universe · entity
F/m Investments LLC
Institutional manager (13F) · CIK 1834499
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $128M | 3,036,000 |
| 2 | ALPHABET INC | $64M | 221,268 |
| 3 | BROADCOM INC | $58M | 186,777 |
| 4 | APPLE INC | $57M | 225,027 |
| 5 | VANGUARD INTL EQUITY INDEX F | $54M | 721,102 |
| 6 | NVIDIA CORPORATION | $49M | 282,750 |
| 7 | MICROSOFT CORP | $48M | 128,333 |
| 8 | RBB FD INC | $45M | 911,142 |
| 9 | AMAZON COM INC | $43M | 205,274 |
| 10 | RBB FD INC | $33M | 637,227 |
| 11 | META PLATFORMS INC | $32M | 55,228 |
| 12 | RBB FD INC | $26M | 519,228 |
| 13 | MASTERCARD INCORPORATED | $26M | 51,608 |
| 14 | ELI LILLY & CO | $22M | 24,253 |
| 15 | PALO ALTO NETWORKS INC | $20M | 127,813 |
| 16 | HOME DEPOT INC | $20M | 60,890 |
| 17 | RBB FD INC | $19M | 367,330 |
| 18 | NORTHROP GRUMMAN CORP | $17M | 25,481 |
| 19 | VISA INC | $17M | 56,335 |
| 20 | INTUITIVE SURGICAL INC | $16M | 35,373 |
| 21 | HONEYWELL INTL INC | $16M | 70,279 |
| 22 | --- | $15M | 15,084 |
| 23 | IDEXX LABS INC | $15M | 26,493 |
| 24 | RBB FD INC | $15M | 282,035 |
| 25 | SERVICENOW INC | $14M | 134,180 |
| 26 | AUTODESK INC | $14M | 56,752 |
| 27 | REGENERON PHARMACEUTICALS | $13M | 17,384 |
| 28 | ULTA BEAUTY INC | $13M | 25,674 |
| 29 | MARRIOTT INTL INC NEW | $12M | 37,917 |
| 30 | --- | $12M | 41,375 |
| 31 | WASTE MGMT INC DEL | $12M | 52,473 |
| 32 | CATERPILLAR INC | $12M | 16,856 |
| 33 | INTUIT | $12M | 26,935 |
| 34 | EATON CORP PLC | $11M | 31,920 |
| 35 | VANGUARD INDEX FDS | $10M | 36,261 |
| 36 | J P MORGAN EXCHANGE TRADED F | $10M | 182,825 |
| 37 | JACOBS SOLUTIONS INC | $10M | 77,262 |
| 38 | OREILLY AUTOMOTIVE INC | $10M | 106,505 |
| 39 | --- | $10M | 94,271 |
| 40 | JOHNSON & JOHNSON | $10M | 39,117 |
| 41 | ROCKWELL AUTOMATION INC | $9M | 25,821 |
| 42 | ARISTA NETWORKS INC | $9M | 74,938 |
| 43 | RBB FD INC | $9M | 180,936 |
| 44 | --- | $9M | 42,374 |
| 45 | COGENT BIOSCIENCES INC | $9M | 226,142 |
| 46 | --- | $9M | 66,421 |
| 47 | EXXON MOBIL CORP | $8M | 48,728 |
| 48 | CHIPOTLE MEXICAN GRILL INC | $8M | 256,275 |
| 49 | SPDR S&P 500 ETF TR | $8M | 11,979 |
| 50 | ISHARES TR | $7M | 59,455 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.