FMB WEALTH MANAGEMENT - Portfolio overview

FMB WEALTH MANAGEMENT has 95 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 18.27%
2. DXUV - DIMENSIONAL ETF TRUST, 8.04%
3. AVUS - AMERICAN CENTY ETF TR, 7.78%

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

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