Fmb Wealth Management has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 Million distributed in 126 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 $41.7M, American Centy ETF Tr Avantis with a value of $15.7M, Dimensional ETF Tr with a value of $13.8M, Dimensional ETF Tr with a value of $9.94M, and Dimensional ETF Tr Dimensional with a value of $8.17M.
Examining the 13F form we can see an increase of $23.3M in the current position value, from $167M to 191M.
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
$191 Million
ETFs: $148 Million
Technology: $13.7 Million
Communication Services: $3.79 Million
Financial Services: $2.56 Million
Healthcare: $2.23 Million
Consumer Cyclical: $2.18 Million
Energy: $1.85 Million
Industrials: $1.25 Million
Other: $639,000
Stock Holdings Table Market Cap. of $200 Billions or more
