Fmb Wealth Management 13F Filing for Q1 2026

Top Buys

Q1 2026

1. VTI Vanguard Total Stock Market Etf

+$2.54 M

2. AVUS Avantis Us Equity Etf

+$1.9 M

3. VTIP Vanguard Short-Term Tips

+$1.11 M

4. VO Vanguard Mid-Cap Etf

+$875,899

5. DFIC Dimensional International Core Equity 2 Etf

+$668,248.16

Top Sells

Q1 2026

1. DFAE Dimensional Emerging Core Equity Market Etf

−$2.54 M

2. SPY Spdr S&P 500 Etf Trust

−$2.48 M

3. IWR Ishares Russell Midcap Etf

−$1.8 M

4. GNR Spdr S&P Global Natural Resources Etf

−$1.35 M

5. DFAI Dimensional International Core Equity Market Etf

−$1.1 M

Stocks/ETFs

-4.25%

$241.64 M 99.97%

Options

$0 0.00%

Debt

$0 0.00%

Other

-93.91%

$65,040 0.03%

Fmb Wealth Management filed its 13F report for Q1 2026 on April 15, 2026. The portfolio totaled 241.71 M reflecting a -4.63% change from the prior quarter, spanning 73 assets. The top 10 holdings comprised 63.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 19 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Fmb Wealth Management’s Q1 2026 Filing

Fmb Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Fmb Wealth Management reported a managed portfolio value of 241.71 M, consisting of 98 individual positions.

This page displays the raw filing documents. To see which stocks Fmb Wealth Management bought or sold during Q1 2026, please visit Fmb Wealth Management's Portfolio Analysis page.

Fmb Wealth Management - Q1 2026 13F Filings