🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Fmb Wealth Management - Q4 2025 13F Filings

FM

Fmb Wealth Management

CIK: 0002040224
Address: California Westlake Village 100 N Westlake Blvd Ste 201
$253.43 M
Portfolio Value
91
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+7.07%
$252.36 M 99.58%
Options
$0 0.00%
Debt
$0 0.00%
Other
+175.61%
$1.07 M 0.42%

Sector Allocation (Stocks)

Fmb Wealth Management Q4 2025 Filing Summary

Fmb Wealth Management filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 253.43 M reflecting a +7.34% change from the prior quarter, spanning 91 assets. The top 10 holdings comprised 59.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 5 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Fmb Wealth Management’s Q4 2025 Filing

Fmb Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Fmb Wealth Management reported a managed portfolio value of 253.43 M, consisting of 128 individual positions.

This page displays the raw filing documents. To see which stocks Fmb Wealth Management bought or sold during Q4 2025, please visit Fmb Wealth Management's Portfolio Analysis page.