Little House Capital’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Little House Capital’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Buy	335,887 +5,525	+2%	+$243K	3.64%	4
2026 Q1	$12.6M	Sell	330,362 -22,805	-6%	-$898K	3.24%	6
2025 Q4	$13.3M	Sell	353,167 -25,599	-7%	-$955K	3.35%	5
2025 Q3	$13.8M	Buy	378,766 +10,273	+3%	+$353K	3.18%	5
2025 Q2	$11.8M	Buy	368,493 +10,114	+3%	+$301K	2.95%	6
2025 Q1	$10.6M	Buy	+358,379	New	+$11.5M	2.9%	7

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Little House Capital's FESM Position: Q2 2026 in Review

Little House Capital increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 1.7% in Q2 2026, buying an estimated $243K and bringing the position to 335,887 shares worth $16.2M. The position accounts for 3.64% of the portfolio, ranked #4.

Little House Capital first reported a position in FESM in Q1 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Little House Capital held 335,887 shares of Fidelity Enhanced Small Cap Core ETF worth $16.2M as of Q2 2026.
Little House Capital bought 5,525 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $243K.
Fidelity Enhanced Small Cap Core ETF made up 3.64% of Little House Capital's portfolio in Q2 2026, its #4 holding.
Little House Capital first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.