Fma Wealth Management, LLC Portfolio Holdings

Fma Wealth Management, LLC

  • $154 Billion
  • Q4 2025

Fma Wealth Management, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $16.3B, J P Morgan Exchange Traded Fd with a value of $14.6B, Ishares Russell 1000 Gr ETF with a value of $13B, J P Morgan Exchange Traded Fd with a value of $12.6B, and J P Morgan Exchange Traded F with a value of $12.4B.

Examining the 13F form we can see an increase of $8.57B in the current position value, from $146B to 154B.

Fma Wealth Management, LLC is based out at Duxbury, MA

Below you can find more details about Fma Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $101 Billion
Technology: $4.12 Billion
Utilities: $598 Million
Communication Services: $470 Million
Financial Services: $465 Million
Healthcare: $428 Million
Energy: $410 Million
Consumer Defensive: $395 Million
Other: $577 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185M
$231 Million 0.15% of portfolio
1,000
Q4 2025 Reduced 9.75%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $154 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Fma Wealth Management, LLC Portfolio

Follow Fma Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email