account_balance

Investment manager · 13F filer · SEC CIK 2011155

FMA Wealth Management, LLC

Reported value$159Mas of Sep 30, 2026
Positions42 2 new, 2 sold out
Top 10 weight70.9%VEA alone is 11%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 11.3% Held
JCPB J P Morgan Exchange Traded F 8.9% Held
JPIE J P Morgan Exchange Traded F 7.9% Added +3%
FENI Fidelity Covington Trust 7.9% Added +74%
JPLD J P Morgan Exchange Traded F 7.6% Held
IWF iShares Tr 7.4% Held
IWD iShares Tr 7.3% Held
DBMF Im Global Partner Funds 5.0% Held
SMLF iShares Tr 3.9% Held
JHMM John Hancock Exchange Traded 3.7% Held
VWO Vanguard Intl Equity Index F 3.2% Held
ONEY SPDR Series Trust 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • CGDV $1.69M
  • ALLW $646K
arrow_upwardAdded
  • FENI +74%
  • TCAF +5%
  • JPIE +3%
  • TACK +2%
arrow_downwardTrimmed
remove_circleSold out
  • OSEA $4.47M
  • IBM $214K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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