Fmb Wealth Management Portfolio Holdings

Fmb Wealth Management

  • $178 Billion
  • Q4 2024

Fmb Wealth Management has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $27.8B, Dimensional ETF Trust with a value of $19B, American Centy ETF Tr Avantis with a value of $11B, Dimensional ETF Trust with a value of $10.9B, and Dimensional ETF Tr with a value of $8.29B.

Examining the 13F form we can see an increase of $620M in the current position value, from $177B to 178B.

Fmb Wealth Management is based out at Westlake Village, CA

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

Portfolio value $178 Billion
ETFs: $109 Billion
Technology: $10.2 Billion
Communication Services: $2.83 Billion
Healthcare: $2.07 Billion
Consumer Cyclical: $2.03 Billion
Financial Services: $1.11 Billion
Energy: $932 Million
Industrials: $651 Million
Other: $433 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Billion 15.66% of portfolio
803,720
Q4 2024 Added 9.26%
Dimensional ETF Trust
-
$19 Billion 10.7% of portfolio
-
Q4 2024 Reduced 0.4%
$0
$11 Billion 6.19% of portfolio
113,417
Q4 2024 Reduced 0.28%
Dimensional ETF Trust
-
$10.9 Billion 6.14% of portfolio
-
Q4 2024 Reduced 0.08%
$0
$8.29 Billion 4.67% of portfolio
204,845
Q4 2024 Added 3.05%
$0
$7.79 Billion 4.39% of portfolio
122,192
Q4 2024 Reduced 0.25%
$0
$7.75 Billion 4.37% of portfolio
311,867
Q4 2024 Added 23.2%
$0
$5.95 Billion 3.35% of portfolio
106,943
Q4 2024 Reduced 3.27%
$3.83T
$4.65 Billion 2.62% of portfolio
18,574
Q4 2024 Reduced 3.72%
$0
$4.52 Billion 2.55% of portfolio
154,963
Q4 2024 Reduced 0.13%
$0
$4.49 Billion 2.53% of portfolio
68,917
Q4 2024 Reduced 0.89%
-
$4.39 Billion 2.47% of portfolio
-
Q4 2024 Added 0.04%
$0
$4.33 Billion 2.44% of portfolio
105,775
Q2 2024 Reduced 1.39%
$0
$4.08 Billion 2.3% of portfolio
66,418
Q4 2024 Reduced 0.53%
$0
$3.54 Billion 1.99% of portfolio
139,626
Q4 2024 Added 0.19%
$0
$3.4 Billion 1.92% of portfolio
72,558
Q4 2024 Added 50.13%
$0
$2.96 Billion 1.67% of portfolio
83,465
Q4 2024 Reduced 0.31%
$321B
$2.85 Billion 1.61% of portfolio
21,232
Q4 2024 Reduced 4.25%
Dimensional ETF Trust
-
$2.63 Billion 1.48% of portfolio
-
Q4 2024 Added 0.42%
$0
$2.49 Billion 1.4% of portfolio
25,798
Q3 2024 Added 3.34%
$0
$2.21 Billion 1.25% of portfolio
3,775
Q4 2022 New
$150B
$1.84 Billion 1.04% of portfolio
7,076
Q4 2024 Reduced 0.42%
Dimensional ETF Trust
-
$1.84 Billion 1.04% of portfolio
-
Q4 2024 Reduced 1.17%
$0
$1.61 Billion 0.91% of portfolio
18,222
Q2 2023 Added 2.43%
$3.33T
$1.39 Billion 0.78% of portfolio
3,303
Q4 2024 Reduced 1.78%
$0
$1.24 Billion 0.7% of portfolio
2,103
Q1 2023 New
$0
$1.12 Billion 0.63% of portfolio
48,200
Q4 2024 Added 4.93%
$0
$1.08 Billion 0.61% of portfolio
21,799
Q4 2022 New
$0
$977 Million 0.55% of portfolio
1,910
Q2 2023 Added 0.05%
$0
$982 Million 0.55% of portfolio
24,260
Q4 2024 Added 17.95%
$0
$937 Million 0.53% of portfolio
35,759
Q4 2024 Added 1.88%
$2.43T
$879 Million 0.5% of portfolio
4,007
Q4 2024 Reduced 2.48%
$1.26T
$879 Million 0.49% of portfolio
2,176
Q4 2024 Added 3.77%
$0
$858 Million 0.48% of portfolio
13,191
Q4 2023 Reduced 5.24%
$0
$842 Million 0.47% of portfolio
27,339
Q4 2024 Added 7.12%
$0
$812 Million 0.46% of portfolio
13,805
Q4 2024 Added 0.3%
$611B
$776 Million 0.44% of portfolio
1,712
Q2 2024 Reduced 0.87%
$1.53T
$745 Million 0.42% of portfolio
1,273
Q4 2024 Reduced 0.55%
$1.16T
$716 Million 0.4% of portfolio
3,783
Q4 2024 Added 0.37%
$0
$686 Million 0.39% of portfolio
5,950
Q4 2024 Reduced 2.35%
$1.2T
$659 Million 0.37% of portfolio
3,463
Q4 2024 Added 0.17%
$306B
$626 Million 0.35% of portfolio
4,323
Q4 2024 Reduced 0.46%
Dimensional ETF Trust
-
$624 Million 0.35% of portfolio
-
Q4 2024 Added 3.56%
$1.05T
$521 Million 0.29% of portfolio
2,638
Q1 2023 New
$84B
$520 Million 0.29% of portfolio
2,241
Q4 2024 Reduced 1.15%
$0
$495 Million 0.28% of portfolio
26,752
Q4 2024 Added 100.0%
$432B
$496 Million 0.28% of portfolio
556
Q4 2024 Reduced 4.14%
Anaptysbio Inc
-
$471 Million 0.27% of portfolio
-
Q1 2023 Reduced 9.34%
$0
$397 Million 0.22% of portfolio
6,007
Q3 2023 Reduced 8.76%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $178 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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