FMB WEALTH MANAGEMENT
FMB WEALTH MANAGEMENT reported 74 positions worth $271.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAC (18.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $51.1M | 18.81% | 1,152,783 | — | — | |
| ▸ 2 | DXUV | SH | $21.8M | 8.01% | 327,365 | — | — | |
| ▸ 3 | AVUS | SH | $21.7M | 7.99% | 169,588 | — | — | |
| ▸ 4 | DFAX | SH | $17.1M | 6.30% | 464,628 | — | — | |
| ▸ 5 | DXIV | SH | $14.1M | 5.20% | 201,822 | — | — | |
| ▸ 6 | DFIC | SH | $11.3M | 4.15% | 302,523 | — | — | |
| ▸ 7 | DFAU | SH | $11.2M | 4.12% | 216,757 | — | — | |
| ▸ 8 | DFUS | SH | $9.1M | 3.34% | 110,953 | — | — | |
| ▸ 9 | DFSD | SH | $8.5M | 3.13% | 178,238 | — | — | |
| ▸ 10 | DFAT | SH | $7.2M | 2.65% | 103,198 | — | — |
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Frequently Asked Questions
What stocks does FMB WEALTH MANAGEMENT hold as of Q2 2026?
FMB WEALTH MANAGEMENT reported 74 positions worth $271.8M in its Q2 2026 13F filing. Largest positions: DFAC (18.8%), DXUV (8.0%), AVUS (8.0%), DFAX (6.3%) and DXIV (5.2%).
What did FMB WEALTH MANAGEMENT buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FMB WEALTH MANAGEMENT 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.