DOSSIER · 13F-HR · Q1 2026
FMA Wealth Management, LLC
FMA Wealth's asset manager based in New York, NY — $150M in tracked AUM across 38 positions as of Q1 2026.
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FMA Wealth·New York, NY·Asset Manager
CIK 0002011155 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
FMA Wealth Management, LLC (Filer CIK: 0002011155) – 13F Filing Analysis
Portfolio Overview
As of the report date December 31, 2025, FMA Wealth Management, LLC manages a portfolio with a total market value of approximately $154.28 million, distributed across 45 holdings. This represents a significant growth period, with the portfolio value increasing by 73.0% from the previous quarter's $89.19 million.
The portfolio is characterized by a heavy reliance on exchange-traded funds...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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