Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FMA Wealth Management, LLC (CIK 2011155) reported $150.3M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($16.7M, 11.09%), JCPB ($14.7M, 9.76%), JPIE ($12.7M, 8.44%), JPLD ($12.4M, 8.25%), IWD ($10.6M, 7.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $16.7M | 11.09% | 260,071 | Trimmed |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $14.7M | 9.76% | 311,725 | Added |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $12.7M | 8.44% | 275,341 | Added |
| 4 | JPLD | J P MORGAN EXCHANGE TRADED F | $12.4M | 8.25% | 237,701 | Added |
| 5 | IWD | ISHARES TR | $10.6M | 7.07% | 49,753 | Trimmed |
| 6 | IWF | ISHARES TR | $10.6M | 7.04% | 24,838 | Trimmed |
| 7 | DBMF | LITMAN GREGORY FDS TR | $7.5M | 4.98% | 248,127 | Added |
| 8 | FENI | FIDELITY COVINGTON TRUST | $6.9M | 4.58% | 184,973 | Added |
| 9 | SMLF | ISHARES TR | $5.7M | 3.81% | 75,911 | Added |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $5.6M | 3.72% | 83,281 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $4.8M | 3.22% | 89,559 | Trimmed |
| 12 | OSEA | HARBOR ETF TRUST | $4.7M | 3.09% | 160,715 | Trimmed |
| 13 | ONEY | SPDR SERIES TRUST | $4.6M | 3.07% | 38,456 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $3.8M | 2.50% | 17,485 | Added |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.39% | 71,753 | Trimmed |
| 16 | FESM | FIDELITY COVINGTON TRUST | $3.3M | 2.22% | 87,984 | Added |
| 17 | FMDE | FIDELITY COVINGTON TRUST | $3.2M | 2.12% | 88,552 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.9M | 1.91% | 50,672 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 1.86% | 91,152 | Trimmed |
| 20 | AAPL | APPLE INC | $2.0M | 1.33% | 7,886 | Hold |
| 21 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.7M | 1.15% | 57,256 | Added |
| 22 | SPTM | SPDR SERIES TRUST | $1.6M | 1.06% | 20,245 | Added |
| 23 | TACK | CAPITOL SER TR | $1.6M | 1.05% | 51,832 | Added |
| 24 | TCAF | T ROWE PRICE ETF INC | $1.1M | 0.72% | 30,505 | Trimmed |
| 25 | NEE | NEXTERA ENERGY INC | $691,399 | 0.46% | 7,444 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31