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CIK: 0002040224
Total reported value
$271.8M
$271.8M
91 檔
40.5%
The Q4 2025 SEC filing reveals that Fmb Wealth Management held a total portfolio value of $271.8M, covering 91 public equity positions.
In Q4 2025, Fmb Wealth Management displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.69% | +0.53% | +4.69% | |
| 2 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 7.76% | -0.03% | -2.96% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.71% | +0.21% | +5.46% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 6.01% | -0.40% | +5.61% | |
| 5 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 5.23% | -0.47% | -2.08% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.03% | +0.06% | +0.40% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.55% | +0.04% | +4.70% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.29% | +0.01% | +0.22% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.82% | -0.03% | +30.97% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.49% | -0.07% | -0.32% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.33% | -0.12% | +0.71% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.33% | -0.15% | +7.49% | |
| 13 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 2.13% | — | +0.33% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.01% | -0.53% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.06% | +0.06% | -1.41% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.96% | -0.02% | -0.42% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.79% | +0.01% | -0.67% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.63% | -0.17% | -0.04% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.05% | +0.12% | |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.29% | +0.31% | +3.88% | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.25% | -0.18% | +0.61% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | — | +9.68% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.94% | — | -10.20% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.91% | -0.06% | +0.34% | |
| 25 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.79% | +0.01% | +2.29% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.75% | +0.06% | +10.44% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.71% | — | +2.35% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.70% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.03% | +0.03% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.59% | +0.10% | +4.02% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | — | |
| 32 | GNR | State Street Spdr S&p Global | ETF-Other | 0.53% | — | — | |
| 33 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.52% | -0.01% | -0.06% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.20% | -0.48% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.04% | +1.51% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.48% | -0.05% | -2.52% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.07% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.02% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | +2.57% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | -0.11% | +225.02% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | -0.05% | — | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.36% | — | +0.43% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.01% | -0.23% | |
| 44 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.34% | +0.03% | — | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.33% | +0.01% | +7.63% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | — | -17.14% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | — | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.01% | +1.36% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.02% | +1.38% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.26% | -0.03% | — |
According to official SEC Form 13F filings, Fmb Wealth Management reported a total U.S. public equity portfolio value of $271.8M across 91 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DXUV, AVUS) accounted for 40.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
MAR
市值: $1.8M
Top Position Liquidated / Trimmed
ORCL
前期市值: $224.8K
During Q4 2025, Fmb Wealth Management's top holdings by market value included DFAC (17.7%)、DXUV (7.8%)、AVUS (6.7%). The largest single position, DFAC, represented 17.7% of total portfolio value.
In Q4 2025, Fmb Wealth Management made 72 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 25 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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