F/m Investments LLC — 13F Holdings & Portfolio
CIK 1834499 · latest 13F-HR filed 2026-08-05
F/m Investments LLC manages $1.97B in 13F-reported U.S. long-equity assets across 354 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AGG (7.48%), DFCF (7.32%), TBLL (5.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 49 new positions and exited 28; 189 existing positions rose in reported value and 68 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$1.97B
Long-equity book
Holdings
354
Distinct positions
Period
2026-06-30
Filed 2026-08-05
Q/Q Activity
+49 / −28 / ↑189 / ↓68
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26AGG7.5% · +5374%DFCF7.3% · +12%TBLL5.5% · newGOOGL4.0% · -0%AVGO3.6% · -0%AAPL3.4% · +1%VEU3.1% · +1%NVDA3.0% · +4%MSFT2.6% · +6%AMZN2.5% · +2%TBIL2.1% · -9%ZHOG1.7% · +2%PANW1.7% · -25%META1.6% · +0%LLY1.5% · +1%ZTRE1.4% · +8%MA1.3% · -0%HD1.1% · -2%AMD1.0% · +696%V1.0% · +1%ZTEN0.9% · -3%ANET0.9% · +33%CAT0.9% · -6%ETN0.8% · +9%ISRG0.7% · +1%ZTOP0.7% · -2%COST0.7% · 0%JPM0.7% · +4%IDXX0.7% · -2%MAR0.7% · -3%NOC0.6% · -2%ROK0.6% · -2%VO0.6% · +294%MU0.6% · +726%ULTA0.6% · -3%WM0.6% · -5%TVTX0.5% · +14%REGN0.5% · -4%JNJ0.5% · +0%GNRC0.5% · newJEPI0.5% · -6%ZTWO0.5% · +5%CSCO0.5% · -0%J0.5% · -3%LIVN0.5% · +2%SPY0.5% · +5%JCI0.5% · -4%SGOV0.5% · newCOGT0.5% · +1%ORLY0.4% · -10%IJR0.4% · -3%CMG0.4% · -3%GH0.4% · +2%SYRE0.4% · -7%RBIL0.4% · +145%HON0.4% · -51%CORT0.4% · +72%HONA0.4% · newZMUN0.4% · +68%NFLX0.3% · +705%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 42.5%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 26, 2026.
Assets Under Management
$17.74B
Discretionary
$17.64B
Employees
83
Accounts
5,780
Address
900 19TH ST NW
SUITE 203
WASHINGTON, DC 20006
SUITE 203
WASHINGTON, DC 20006
Phone
(202) 839-4910
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CROLL, ADAM, VICTOR Control | DIRECTOR OF TRADING AND OPERATIONS since Jun 2019 | Less than 5% | Individual |
| Dolan, Timothy Control | CHIEF FINANCIAL OFFICER since Jul 2024 | Less than 5% | Individual |
| F/M MANAGERS GROUP, LP Control | OWNER since Oct 2024 | 25–50% | Domestic Entity |
| Johnson, Kirk Control | GENERAL COUNSEL AND CHIEF OPERATING OFFICER since Feb 2023 | Less than 5% | Individual |
| LITTLETON, DAVID, LOUIS Control | PRESIDENT since May 2019 | Less than 5% | Individual |
| MILLER, ALISON, HOPE Control | CHIEF COMPLIANCE OFFICER since Nov 2024 | Less than 5% | Individual |
| MORRIS, ALEXANDER, ROBERT Control | CHIEF EXECUTIVE OFFICER since May 2019 | Less than 5% | Individual |
| ZCM Control | OWNER since Mar 2024 | 25–50% | Domestic Entity |
| 1251 CAPITAL GROUP HOLDINGS, LLC Control Indirect owner via 1251 CAPITAL GROUP, INC | SHAREHOLDER since Oct 2018 | General partner, trustee or manager | Domestic Entity |
| 1251 CAPITAL GROUP, INC Control Indirect owner via 1251 FINANCING COMPANY, LLC | MANAGING MEMBER since Oct 2018 | 75% or more | Domestic Entity |
| 1251 FINANCING COMPANY, LLC Control Indirect owner via F/M MANAGERS GROUP PAYCO, LLC | MEMBER since Oct 2018 | 75% or more | Domestic Entity |
| BRIZIUS, CHARLES, ALBERT Control Indirect owner via 1251 CAPITAL GROUP HOLDINGS, LLC | MANAGER since Jun 2016 | General partner, trustee or manager | Individual |
| F/M MANAGERS GROUP LP Control Indirect owner via ZCM | OWNER since Jan 2023 | 75% or more | Foreign Entity |
| F/M MANAGERS GROUP PAYCO, LLC Control Indirect owner via F/M MANAGERS GROUP LP | MEMBER since Oct 2018 | 75% or more | Domestic Entity |
| HAILER, JOHN, THOMAS Control Indirect owner via 1251 CAPITAL GROUP HOLDINGS, LLC | MANAGER since Jan 2018 | General partner, trustee or manager | Individual |
| MAGUIRE, CHRISTOPHER, JAMES Control Indirect owner via 1251 CAPITAL GROUP HOLDINGS, LLC | MANAGER since Jul 2016 | General partner, trustee or manager | Individual |
| WILSON, MICHAEL, ARTHUR ROSS Control Indirect owner via 1251 CAPITAL GROUP HOLDINGS, LLC | MANAGER since Jul 2016 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 10 filings with changes since May 28, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- ChangedBRIZIUS, CHARLES, ALBERT · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC: title MEMBER/MANAGER → MANAGER
- ChangedHAILER, JOHN, THOMAS · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC: title MEMBER/MANAGER → MANAGER; ownership 50–75% → General partner, trustee or manager
- ChangedMAGUIRE, CHRISTOPHER, JAMES · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC: title MEMBER → MANAGER
- ChangedWILSON, MICHAEL, ARTHUR ROSS · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC: title MEMBER → MANAGER
Apr 1, 2025 filing
- No longer listedF/M MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via F/M MANAGERS GROUP, LLC · control person · listed since Oct 2018
- No longer listedF/M MANAGERS GROUP, LLC · OWNER · 75% or more · indirect via ZCM · control person · listed since Jan 2023
- No longer listedF/M MANAGERS GROUP, LLC · OWNER · 25–50% · control person · listed since Oct 2024
- AddedF/M MANAGERS GROUP LP · OWNER · 75% or more · indirect via ZCM · control person
- AddedF/M MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via F/M MANAGERS GROUP LP · control person
- AddedF/M MANAGERS GROUP, LP · OWNER · 25–50% · control person
Dec 5, 2024 filing
- No longer listed1251 FINANCING COMPANY, LLC · MEMBER · 75% or more · indirect via DIFFRACTIVE MANAGERS GROUP PAYCO, LLC · control person · listed since Oct 2018
- No longer listedDIFFRACTIVE MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via F/M MANAGERS GROUP, LLC · control person · listed since Oct 2018
- No longer listedHATHAWAY, ELIZABETH · CONTROLLER · Less than 5% · control person · listed since Jan 2024
- No longer listedMOONEY, MELISSA, MARY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2023
- Added1251 FINANCING COMPANY, LLC · MEMBER · 75% or more · indirect via F/M MANAGERS GROUP PAYCO, LLC · control person
- AddedDolan, Timothy · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedF/M MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via F/M MANAGERS GROUP, LLC · control person
- AddedF/M MANAGERS GROUP, LLC · OWNER · 25–50% · control person
- AddedMILLER, ALISON, HOPE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- Listed againLITTLETON, DAVID, LOUIS · PRESIDENT · Less than 5% · control person
- ChangedJohnson, Kirk · title GENERAL COUNSEL → GENERAL COUNSEL AND CHIEF OPERATING OFFICER
- ChangedZCM · ownership 75% or more → 25–50%
Apr 23, 2024 filing
- No longer listedF/M ACCELERATION LLC · OWNER · 75% or more · control person · listed since May 2019
- No longer listedF/M MANAGERS GROUP, LLC · OWNER · 75% or more · indirect via F/M ACCELERATION LLC · control person · listed since Jan 2023
- No longer listedLITTLETON, DAVID, LOUIS · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since May 2019
- AddedCROLL, ADAM, VICTOR · DIRECTOR OF TRADING AND OPERATIONS · Less than 5% · control person
- AddedF/M MANAGERS GROUP, LLC · OWNER · 75% or more · indirect via ZCM · control person
- AddedJohnson, Kirk · GENERAL COUNSEL · Less than 5% · control person
- AddedZCM · OWNER · 75% or more · control person
- ChangedMORRIS, ALEXANDER, ROBERT · title PRESIDENT AND CHIEF INVESTMENT OFFICER → CHIEF EXECUTIVE OFFICER
Mar 29, 2024 filing
- No longer listedDIFFRACTIVE MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via DIFFRACTIVE MANAGERS GROUP, LLC · control person · listed since Oct 2018
- No longer listedDIFFRACTIVE MANAGERS GROUP, LLC · OWNER · 75% or more · indirect via F/M ACCELERATION LLC · control person · listed since Jan 2023
- AddedDIFFRACTIVE MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via F/M MANAGERS GROUP, LLC · control person
- AddedF/M MANAGERS GROUP, LLC · OWNER · 75% or more · indirect via F/M ACCELERATION LLC · control person
- AddedHATHAWAY, ELIZABETH · CONTROLLER · Less than 5% · control person
- AddedLITTLETON, DAVID, LOUIS · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ChangedMORRIS, ALEXANDER, ROBERT · title CHIEF INVESTMENT OFFICER → PRESIDENT AND CHIEF INVESTMENT OFFICER
Oct 23, 2023 filing
- No longer listedSWENDIMAN, MATTHEW, ASHLEY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2019
- AddedMOONEY, MELISSA, MARY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 3, 2023 filing
- No longer listedDCINCY LLC · MEMBER · 50–75% · indirect via F/M ACCELERATION LLC · listed since Mar 2019
- No longer listedLITTLETON, DAVID, LOUIS · MANAGING MEMBER · 25–50% · indirect via DCINCY LLC · control person · listed since May 2019
- No longer listedMORRIS, ALEXANDER, ROBERT · MANAGING MEMBER · 25–50% · indirect via DCINCY LLC · control person · listed since May 2019
- No longer listedSWENDIMAN, MATTHEW, ASHLEY · MANAGING MEMBER · 25–50% · indirect via DCINCY LLC · control person · listed since May 2019
- No longer listedTHE 4100 GROUP INC · MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person · listed since Jul 2019
- Added1251 CAPITAL GROUP HOLDINGS, LLC · SHAREHOLDER · General partner, trustee or manager · indirect via 1251 CAPITAL GROUP, INC · control person
- Added1251 CAPITAL GROUP, INC · MANAGING MEMBER · 75% or more · indirect via 1251 FINANCING COMPANY, LLC · control person
- Added1251 FINANCING COMPANY, LLC · MEMBER · 75% or more · indirect via DIFFRACTIVE MANAGERS GROUP PAYCO, LLC · control person
- AddedBRIZIUS, CHARLES, ALBERT · MEMBER/MANAGER · General partner, trustee or manager · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC · control person
- AddedDIFFRACTIVE MANAGERS GROUP PAYCO, LLC · MEMBER · 75% or more · indirect via DIFFRACTIVE MANAGERS GROUP, LLC · control person
- AddedDIFFRACTIVE MANAGERS GROUP, LLC · OWNER · 75% or more · indirect via F/M ACCELERATION LLC · control person
- AddedHAILER, JOHN, THOMAS · MEMBER/MANAGER · 50–75% · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC · control person
- AddedMAGUIRE, CHRISTOPHER, JAMES · MEMBER · General partner, trustee or manager · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC · control person
- AddedWILSON, MICHAEL, ARTHUR ROSS · MEMBER · General partner, trustee or manager · indirect via 1251 CAPITAL GROUP HOLDINGS, LLC · control person
Dec 14, 2020 filing
- No longer listedLITTLETON, DAVID, LOUIS · MANAGING MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person · listed since May 2019
- No longer listedMORRIS, ALEXANDER, ROBERT · MANAGING MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person · listed since May 2019
- No longer listedSWENDIMAN, MATTHEW, ASHLEY · MANAGING MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person · listed since May 2019
- AddedDCINCY LLC · MEMBER · 50–75% · indirect via F/M ACCELERATION LLC
- AddedLITTLETON, DAVID, LOUIS · MANAGING MEMBER · 25–50% · indirect via DCINCY LLC · control person
- AddedMORRIS, ALEXANDER, ROBERT · MANAGING MEMBER · 25–50% · indirect via DCINCY LLC · control person
- AddedSWENDIMAN, MATTHEW, ASHLEY · MANAGING MEMBER · 25–50% · indirect via DCINCY LLC · control person
Apr 3, 2020 filing
- AddedMORRIS, ALEXANDER, ROBERT · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Feb 12, 2020 filing
- AddedTHE 4100 GROUP INC · MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person
Older changes (1 more filing)
May 28, 2019 filing (earliest on record)
- ListedF/M ACCELERATION LLC · OWNER · 75% or more · control person
- ListedLITTLETON, DAVID, LOUIS · MANAGING MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person
- ListedMORRIS, ALEXANDER, ROBERT · MANAGING MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person
- ListedSWENDIMAN, MATTHEW, ASHLEY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedSWENDIMAN, MATTHEW, ASHLEY · MANAGING MEMBER · 25–50% · indirect via F/M ACCELERATION LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$144.5M +5357.9%
- ADVANCED MICRO DEVICES INC$19.1M +2174.4%
- DIMENSIONAL ETF TRUST$15.9M +12.4%
- ALPHABET INC$15.2M +23.9%
- BROADCOM INC$12.7M +22.0%
Top Trims
- SERVICENOW INC-$13.8M -98.3%
- ABBOTT LABORATORIES-$9.3M -96.2%
- NORTHROP GRUMMAN CORP-$4.7M -27.1%
- RBB FD INC-$4.3M -9.4%
- REGENERON PHARMACEUTICALS-$3.0M -22.1%
New Positions
- INVESCO EXCH TRADED FD TR II$109.2M
- GENERAC HLDGS INC$9.9M
- ISHARES TR$9.0M
- HONEYWELL INTL INC$7.7M
- HONEYWELL AEROSPACE INC$7.6M
Exited Positions
- HONEYWELL INTL INC$15.9M
- AUTODESK INC$13.6M
- INTUIT$11.6M
- KALVISTA PHARMACEUTICALS INC$4.6M
- NORTHERN LTS FD TR III$3.5M
F/m Investments LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | AGG | 464287226 | $147.2M | 7.48% | 1,487,215 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $144.1M | 7.32% | 3,413,260 | SH |
| 3 | INVESCO EXCH TRADED FD TR II | TBLL | 46138G888 | $109.2M | 5.55% | 1,034,448 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $78.8M | 4.00% | 220,535 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $70.5M | 3.58% | 186,662 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $66.0M | 3.35% | 228,085 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $61.0M | 3.10% | 728,304 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $58.9M | 2.99% | 294,630 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $50.8M | 2.58% | 136,050 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $49.7M | 2.52% | 208,488 | SH |
| 11 | RBB FD INC | TBIL | 74933W452 | $41.2M | 2.09% | 825,437 | SH |
| 12 | RBB FD INC | ZHOG | 74933W445 | $33.4M | 1.70% | 650,973 | SH |
| 13 | PALO ALTO NETWORKS INC | PANW | 697435105 | $32.6M | 1.65% | 95,508 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $31.2M | 1.59% | 55,428 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $29.5M | 1.50% | 24,561 | SH |
| 16 | RBB FD INC | ZTRE | 74933W395 | $28.3M | 1.44% | 559,494 | SH |
| 17 | MASTERCARD INCORPORATED | MA | 57636Q104 | $26.4M | 1.34% | 51,449 | SH |
| 18 | HOME DEPOT INC | HD | 437076102 | $21.1M | 1.07% | 59,885 | SH |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $20.0M | 1.02% | 34,416 | SH |
| 20 | VISA INC | V | 92826C839 | $19.5M | 0.99% | 56,867 | SH |
| 21 | RBB FD INC | ZTEN | 74933W411 | $18.0M | 0.92% | 357,654 | SH |
| 22 | ARISTA NETWORKS INC | ANET | 040413205 | $16.9M | 0.86% | 99,515 | SH |
| 23 | CATERPILLAR INC | CAT | 149123101 | $16.9M | 0.86% | 15,836 | SH |
| 24 | EATON CORP PLC | ETN | G29183103 | $14.8M | 0.75% | 34,838 | SH |
| 25 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $14.2M | 0.72% | 35,823 | SH |
| 26 | RBB FD INC | ZTOP | 74933W197 | $14.2M | 0.72% | 275,065 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $14.1M | 0.72% | 15,088 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $14.1M | 0.72% | 43,065 | SH |
| 29 | IDEXX LABS INC | IDXX | 45168D104 | $13.6M | 0.69% | 25,898 | SH |
| 30 | MARRIOTT INTL INC NEW | MAR | 571903202 | $13.6M | 0.69% | 36,628 | SH |
| 31 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $12.7M | 0.64% | 24,869 | SH |
| 32 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $12.5M | 0.64% | 25,267 | SH |
| 33 | VANGUARD INDEX FDS | VO | 922908629 | $11.5M | 0.58% | 142,871 | SH |
| 34 | MICRON TECHNOLOGY INC | MU | 595112103 | $11.4M | 0.58% | 9,890 | SH |
| 35 | ULTA BEAUTY INC | ULTA | 90384S303 | $11.3M | 0.57% | 25,006 | SH |
| 36 | WASTE MGMT INC DEL | WM | 94106L109 | $11.2M | 0.57% | 50,042 | SH |
| 37 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $10.7M | 0.54% | 187,574 | SH |
| 38 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $10.5M | 0.53% | 16,783 | SH |
| 39 | JOHNSON & JOHNSON | JNJ | 478160104 | $9.9M | 0.51% | 39,177 | SH |
| 40 | GENERAC HLDGS INC | GNRC | 368736104 | $9.9M | 0.50% | 33,897 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $9.7M | 0.49% | 171,320 | SH |
| 42 | RBB FD INC | ZTWO | 74933W429 | $9.6M | 0.49% | 190,735 | SH |
| 43 | CISCO SYS INC | CSCO | 17275R102 | $9.5M | 0.48% | 81,170 | SH |
| 44 | JACOBS SOLUTIONS INC | J | 46982L108 | $9.5M | 0.48% | 75,252 | SH |
| 45 | LIVANOVA PLC | LIVN | G5509L101 | $9.4M | 0.48% | 114,668 | SH |
| 46 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $9.4M | 0.48% | 12,571 | SH |
| 47 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $9.4M | 0.48% | 64,012 | SH |
| 48 | ISHARES TR | SGOV | 46436E718 | $9.0M | 0.46% | 89,562 | SH |
| 49 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $8.9M | 0.45% | 228,688 | SH |
| 50 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $8.8M | 0.45% | 95,736 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $1.97B | 354 | 0001834499-26-000006 |
| 2026-03-31 | 2026-05-11 | $1.51B | 333 | 0001834499-26-000004 |
| 2025-12-31 | 2026-02-03 | $2.63B | 430 | 0001834499-26-000001 |
| 2025-09-30 | 2025-11-13 | $2.59B | 415 | 0001834499-25-000017 |
Filer Information
Address
3050 K STREET, SUITE 201WASHINGTON, DC 20007
Phone
(202) 839-4910
Filing Manager
F/m Investments LLC
WASHINGTON, DC
Signatory
Ryan Westerbeck
Consultant