DOSSIER · 13F-HR · Q1 2026
FMB WEALTH MANAGEMENT
FMB WEALTH's pension fund based in Stamford, CT — $242M in tracked AUM across 98 positions as of Q1 2026.
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FMB WEALTH·Stamford, CT·Pension Fund
CIK 0002040224 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
FMB Wealth Management reports a $253.43M long-equity portfolio as of 2025-12-31, up 42.4% from $178.02M on 2025-09-30. The filing lists 128 holdings with heavy use of exchange-traded funds: ETF positions total $168.83M (≈66.6% of the portfolio). The filing shows active trading between quarters (21 new positions, 13 liquidations, 18 increases, 9 reductions), consistent with a manager adding new strategies and reallocating capital. The portfolio is concentrated: the largest po...
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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