Fmb Wealth Management Portfolio Holdings

Fmb Wealth Management has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 102 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 $25.2B, Dimensional ETF Trust with a value of $19B, Dimensional ETF Trust with a value of $11.9B, American Centy ETF Tr Avantis with a value of $10.8B, and Dimensional ETF Tr with a value of $7.89B.

Examining the 13F form we can see an increase of $45.4B in the current position value, from $132B to 177B. Also it can be appreciated an additional of 7 stocks purchases and 1 closed positions.

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.