FMA Wealth Management, LLC - Portfolio overview

FMA Wealth Management, LLC has 45 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 10.93%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 9.62%
3. JPIE - J P MORGAN EXCHANGE TRADED F, 8.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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