§ 13F · FUND PROFILE
FMB WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210M (13F)Positions · 117Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$876K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.14M | $44M | 18.3% | ±0% |
| 2 | DXUV | DIMENSIONAL ETF TRUST | 328K | $19M | 8.0% | ±0% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 169K | $19M | 7.8% | +11% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 477K | $16M | 6.7% | +2% |
| 5 | DXIV | DIMENSIONAL ETF TRUST | 203K | $14M | 5.7% | ±0% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 280K | $10M | 4.1% | +7% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 217K | $10M | 4.1% | ±0% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 113K | $8M | 3.3% | +1% |
| 9 | DFSD | DIMENSIONAL ETF TRUST | 159K | $8M | 3.2% | +7% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 105K | $7M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FMB SIGNAL
AC read
FMB WEALTH MANAGEMENT is a Other fund managing $210 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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