Fmb Wealth Management Portfolio Holdings

Fmb Wealth Management has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $142 Million distributed in 103 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 $28M, American Centy ETF Tr Avantis with a value of $11.6M, Dimensional ETF Tr with a value of $9.82M, Dimensional ETF Tr with a value of $8.75M, and Dimensional ETF Tr U S Equity with a value of $6.51M.

Examining the 13F form we can see an decrease of $177B in the current position value, from $178B to 142M.

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.