Fmb Wealth Management (CIK: 0002040224) is a financial institution headquartered at 100 N Westlake Blvd, Ste 201, Westlake Village, California 91362-3764. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $271.84 M, comprising 74 distinct securities. Over its filing history, it has submitted 15 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 63.7%. Quarterly turnover: 0.9%. ▲ 3 new, +26 added, −23 reduced, ×2 exited.

Top Buys

Q2 2026

1. DFSD Dimensional Short-Duration Fixed Income Etf

+$900,852.82

2. DFIC Dimensional International Core Equity 2 Etf

+$854,446.25

3. DCOR Dimensional Us Core Equity 1 Etf

+$800,038.88

4. VO Vanguard Mid-Cap Etf

+$738,264.85

5. DFAC Dimensional Us Core Equity 2 Etf

+$707,009.41

Top Sells

Q2 2026

1. DFAX Dimensional World Ex Us Core Equity 2 Etf

−$440,643.54

2. BA The Boeing Company

−$384,128

3. NEE Nextera Energy

−$211,302

4. DFUS Dimensional Us Equity Market Etf

−$204,604.18

5. VTIP Vanguard Short-Term Tips

−$163,548.82

Stocks/ETFs

+12.47%

$271.77 M 99.97%

Options

$0 0.00%

Debt

$0 0.00%

Other

+4.68%

$68,087 0.03%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity 2 Etf ETF-DFAC	1.15 M	$51.14 M	18.81%	▲ 15,938	Add 1.4%
Dimensional Us Vector Equity Etf ETF-DXUV	327,365	$21.77 M	8.01%	▼ 272	Reduce -0.1%
Avantis Us Equity Etf ETF-AVUS	169,588	$21.72 M	7.99%	▲ 429	Add 0.3%
Dimensional World Ex Us Core Equity 2 Etf ETF-DFAX	464,628	$17.12 M	6.30%	▼ 11,961	Reduce -2.5%
Dimensional International Vector Equity Etf ETF-DXIV	201,822	$14.13 M	5.20%	▼ 1,180	Reduce -0.6%
Dimensional International Core Equity 2 Etf ETF-DFIC	302,523	$11.27 M	4.15%	▲ 22,932	Add 8.2%
Dimensional Us Core Equity Market Etf ETF-DFAU	216,757	$11.2 M	4.12%	▼ 677	Reduce -0.3%
Dimensional Us Equity Market Etf ETF-DFUS	110,953	$9.09 M	3.34%	▼ 2,497	Reduce -2.2%
Dimensional Short-Duration Fixed Income Etf ETF-DFSD	178,238	$8.51 M	3.13%	▲ 18,866	Add 11.8%
Dimensional Us Targeted Value Etf ETF-DFAT	103,198	$7.21 M	2.65%	▼ 2,089	Reduce -2.0%

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Fmb Wealth Management's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Fmb Wealth Management each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 15 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Fmb Wealth Management Quarterly 13F Statistics

Discover detailed insights into Fmb Wealth Management’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Fmb Wealth Management's All 13F Filings

This section lists all SEC Form 13F filings submitted by Fmb Wealth Management.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Fmb Wealth Management 13F Filings, Portfolio & Analysis

Fmb Wealth Management — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Fmb Wealth Management's Portfolio

Fmb Wealth Management Quarterly 13F Statistics

Fmb Wealth Management's All 13F Filings

Insider Trading Activity (SEC Form 4)