FMB WEALTH MANAGEMENT
All 13F Filings
- Location
- Westlake Village, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 271,835
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 7/27/2026 | 74 | 271,835 | 13F-HR | FMB WEALTH MANAGEMENT |
| Q1 2026 | 4/15/2026 | 73 | 241,707 | 13F-HR | FMB WEALTH MANAGEMENT |
| Q4 2025 | 1/22/2026 | 91 | 253,432 | 13F-HR | FMB WEALTH MANAGEMENT |
| Q3 2025 | 10/15/2025 | 89 | 236,098 | 13F-HR | FMB WEALTH MANAGEMENT |
| Q2 2025 | 7/18/2025 | 84 | 210,020 | 13F-HR | FMB WEALTH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.36 K | 9.0% | 3.098 K | 0 | 3.098 K |
| ETFs | 246.6 K | 90.7% | 27.05 K | 0 | 27.05 K |
| Debt | 878 | 0.3% | 0 | 26 | -26 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
271,835
Holdings
74
QoQ value change ($000)
30,128
(12.5%)
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.