FMB WEALTH MANAGEMENT
CIK: 0002040224SEC EDGAR →
Portfolio Value
$253.4M
Holdings
91
As of
Q4 2025
New Positions
7
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,132,662 | $44.8M | 17.69% |
| 2 | DIMENSIONAL ETF TRUST | 328,843 | $19.7M | 7.76% |
| 3 | AMERICAN CENTY ETF TR | 152,105 | $17.0M | 6.71% |
| 4 | DIMENSIONAL ETF TRUST | 465,617 | $15.2M | 6.01% |
| 5 | DIMENSIONAL ETF TRUST | 203,655 | $13.3M | 5.23% |
| 6 | DIMENSIONAL ETF TRUST | 218,064 | $10.2M | 4.03% |
| 7 | DIMENSIONAL ETF TRUST | 260,783 | $9.0M | 3.55% |
| 8 | DIMENSIONAL ETF TRUST | 112,431 | $8.3M | 3.29% |
| 9 | DIMENSIONAL ETF TRUST | 149,274 | $7.2M | 2.82% |
| 10 | DIMENSIONAL ETF TRUST | 105,843 | $6.3M | 2.49% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $222.1M | 87.7% |
| Technology | 11 | $14.0M | 5.5% |
| Communication Services | 5 | $3.9M | 1.5% |
| Consumer Cyclical | 4 | $3.8M | 1.5% |
| Healthcare | 5 | $3.4M | 1.3% |
| Unknown | 4 | $2.6M | 1.0% |
| Energy | 3 | $1.9M | 0.7% |
| Industrials | 4 | $1.4M | 0.5% |
| Utilities | 1 | $223K | 0.1% |
| Consumer Defensive | 1 | $202K | 0.1% |