FMB WEALTH MANAGEMENT - Portfolio Stock Holdings
FMB WEALTH MANAGEMENT disclosed 76 stock positions in a recent SEC 13F filing. $271,834,915 of stock holdings were filed, with the largest holdings including DFAC, DXUV, and AVUS. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $615,654,812 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
76Est. Stock Holding Value:
$271,834,915Top Stock Holdings By Sector
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Portfolio Stock Holdings - FMB WEALTH MANAGEMENT
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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