FMA Wealth Management, LLC
FMA Wealth Management, LLC reported 42 positions worth $156.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VEA (11.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $18.1M | 11.56% | 253,441 | — | — | |
| ▸ 2 | JCPB | SH | $14.5M | 9.28% | 308,677 | — | — | |
| ▸ 3 | JPIE | SH | $12.5M | 8.03% | 272,348 | — | — | |
| ▸ 4 | JPLD | SH | $12.2M | 7.80% | 233,539 | — | — | |
| ▸ 5 | IWF | SH | $11.7M | 7.48% | 94,136 | — | — | |
| ▸ 6 | IWD | SH | $11.5M | 7.35% | 47,348 | — | — | |
| ▸ 7 | DBMF | SH | $7.4M | 4.71% | 240,522 | — | — | |
| ▸ 8 | FENI | SH | $7.2M | 4.63% | 180,299 | — | — | |
| ▸ 9 | SMLF | SH | $6.6M | 4.23% | 74,125 | — | — | |
| ▸ 10 | JHMM | SH | $6.1M | 3.91% | 81,410 | — | — |
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Frequently Asked Questions
What stocks does FMA Wealth Management, LLC hold as of Q2 2026?
FMA Wealth Management, LLC reported 42 positions worth $156.2M in its Q2 2026 13F filing. Largest positions: VEA (11.6%), JCPB (9.3%), JPIE (8.0%), JPLD (7.8%) and IWF (7.5%).
What did FMA Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FMA Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.