FMA Wealth Management, LLC
•CIK: 2011155•Filing: Q4 2025
**FMA Wealth Management, LLC** manages $154M across a diversified portfolio of 45 holdings. The fund exhibits notable concentration in international and sector-specific equities, with top positions including VEA at $16.3M and JCPB at $14.6M. Significant allocations are also maintained in IWF ($13.0M), JPIE ($12.6M), and JPLD ($12.4M). This structure suggests a tactical approach targeting global market exposure and specific growth vectors.
Total AUM
$154.3M
QoQ Performance
+5.9%
Positions
33
Top 10 Concentration
68.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
JCPB
IWF
JPIE
JPLD
IWD
VEA10.5%
JCPB9.5%
IWF8.4%
JPIE8.2%
JPLD8.0%
IWD7.3%
DBMF4.5%
FENI4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.2%
Technology2.6%
Utilities0.4%
Healthcare0.3%
Energy0.3%
Communication0.2%
Financial0.1%
Changes from Q3 2025
NEW4 new positions
↑15 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023