Fma Wealth Management, LLC Portfolio Holdings

Fma Wealth Management, LLC

  • $146 Billion
  • Q3 2025

Fma Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $15.4B, J P Morgan Exchange Traded Fd with a value of $14.7B, Ishares Russell 1000 Gr ETF with a value of $13.5B, 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 $10.6B in the current position value, from $135B to 146B.

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 $146 Billion
ETFs: $94.3 Billion
Technology: $4.15 Billion
Utilities: $566 Million
Healthcare: $432 Million
Consumer Cyclical: $428 Million
Consumer Defensive: $423 Million
Financial Services: $418 Million
Energy: $395 Million
Other: $594 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
$208 Million 0.14% of portfolio
1,108
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $146 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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