FMA Wealth Management, LLC — 13F holdings
FMA Wealth Management, LLC reported 42 holdings worth $159M in its 13F filing for Q3 2026, filed October 21, 2026.
Largest positions
- VEA VANGUARD TAX-MANAGED FDS — $17.9M (11.3%)
- JCPB J P MORGAN EXCHANGE TRADED F — $14.0M (8.9%)
- JPIE J P MORGAN EXCHANGE TRADED F — $12.6M (7.9%)
- FENI FIDELITY COVINGTON TRUST — $12.5M (7.9%)
- JPLD J P MORGAN EXCHANGE TRADED F — $12.1M (7.6%)
- IWF ISHARES TR — $11.7M (7.4%)
- IWD ISHARES TR — $11.6M (7.3%)
- DBMF LITMAN GREGORY FDS TR — $7.89M (5.0%)
- SMLF ISHARES TR — $6.21M (3.9%)
- JHMM JOHN HANCOCK EXCHANGE TRADED — $5.83M (3.7%)