Glekko logo

Fmb Wealth Management - Q12026 Holdings

Fmb Wealth Management holds 73 stocks with a total portfolio value of $ 241.71M as of Q12026. In Q12026, Fmb Wealth Management added 1 new position, increased stakes in 18 stocks, reduced 40 holdings, and fully exited 19 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 18.28% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options