FMA Wealth Management, LLC: 13F holdings
CIK 20111552026Q2
| Positions | 42 |
|---|
| Reported value | $156.2m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 42 (+4 vs prior quarter) |
|---|
| Reported value | $156.2m (+3.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 253,441 | $18.1m | 11.6% |
| JCPB J P MORGAN EXCHANGE TRADED F | 308,677 | $14.5m | 9.3% |
| JPIE J P MORGAN EXCHANGE TRADED F | 272,348 | $12.5m | 8.0% |
| JPLD J P MORGAN EXCHANGE TRADED F | 233,539 | $12.2m | 7.8% |
| IWF ISHARES TR | 94,136 | $11.7m | 7.5% |
| IWD ISHARES TR | 47,348 | $11.5m | 7.4% |
| DBMF LITMAN GREGORY FDS TR | 240,522 | $7.4m | 4.7% |
| FENI FIDELITY COVINGTON TRUST | 180,299 | $7.2m | 4.6% |
| SMLF ISHARES TR | 74,125 | $6.6m | 4.2% |
| JHMM JOHN HANCOCK EXCHANGE TRADED | 81,410 | $6.1m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011155")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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