account_balance

Investment manager · 13F filer · SEC CIK 2040224

FMB Wealth Management

Reported value$272Mas of Jun 30, 2026
Positions74 3 new, 2 sold out
Top 10 weight63.7%DFAC alone is 19%
FiledJul 2828 days after quarter end

Portfolio · as of Jun 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
DFAC Dimensional ETF Trust 18.8% Held
DXUV Dimensional ETF Trust 8.0% Held
AVUS American Centy ETF Tr 8.0% Held
DFAX Dimensional ETF Trust 6.3% Trimmed −3%
DXIV Dimensional ETF Trust 5.2% Held
DFIC Dimensional ETF Trust 4.1% Added +8%
DFAU Dimensional ETF Trust 4.1% Held
DFUS Dimensional ETF Trust 3.3% Trimmed −2%
DFSD Dimensional ETF Trust 3.1% Added +12%
DFAT Dimensional ETF Trust 2.7% Held
AVDE American Centy ETF Tr 2.5% Held
AVGE American Centy ETF Tr 2.3% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 28, 2026, compared with the Apr 16, 2026 filing
add_circleNew
arrow_upwardAdded
  • DCOR +21%
  • DFIP +13%
  • DFSD +12%
  • DFEM +10%
arrow_downwardTrimmed
  • VTIP −15%
  • MU −7%
  • DUSB −3%
  • DFAX −3%
remove_circleSold out

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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