FMA Wealth Management, LLC
All 13F Filings
- Location
- Duxbury, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 156,165
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 42 | 156,165 | 13F-HR | FMA Wealth Management, LLC |
| Q1 2026 | 4/14/2026 | 38 | 150,337 | 13F-HR | FMA Wealth Management, LLC |
| Q4 2025 | 1/13/2026 | 45 | 154,276 | 13F-HR | FMA Wealth Management, LLC |
| Q3 2025 | 11/17/2025 | 43 | 145,704 | 13F-HR | FMA Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 39 | 135,142 | 13F-HR | FMA Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.27 K | 12.3% | 0 | 9.9 K | -9.9 K |
| ETFs | 136.9 K | 87.7% | 15.73 K | 0 | 15.73 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
156,165
Holdings
42
QoQ value change ($000)
5,828
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.