§ 13F · FUND PROFILE
FMA Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.1T (13F)Positions · 39Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$154.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 260K | $16.3T | 10.5% | NEW |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 309K | $14.6T | 9.5% | NEW |
| 3 | IWF | ISHARES TR | 27K | $13.0T | 8.4% | NEW |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | 273K | $12.6T | 8.2% | NEW |
| 5 | JPLD | J P MORGAN EXCHANGE TRADED F | 236K | $12.4T | 8.0% | NEW |
| 6 | IWD | ISHARES TR | 54K | $11.3T | 7.3% | NEW |
| 7 | DBMF | LITMAN GREGORY FDS TR | 247K | $6.9T | 4.5% | NEW |
| 8 | FENI | FIDELITY COVINGTON TRUST | 184K | $6.7T | 4.4% | NEW |
| 9 | SMLF | ISHARES TR | 76K | $5.7T | 3.7% | NEW |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 84K | $5.5T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FMA SIGNAL
AC read
FMA Wealth Management, LLC is a Other fund managing $135141.8 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed