StockDriftsStockDriftsTop 50 Fmb Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 18.81% | 1.15M | $51.1M | +1.40%(+15.94K) | $29.13(+58.07%) | 2026-06-30 | |
| DXUV | DIMENSIONAL ETF TRUST | 8.01% | 327.4K | $21.8M | -0.08%(-272) | $52.71(+33.03%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7.99% | 169.6K | $21.7M | +0.25%(+429) | $78.35(+68.97%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.3% | 464.6K | $17.1M | -2.51%(-11.96K) | $24.99(+52.61%) | 2026-06-30 | |
| DXIV | DIMENSIONAL ETF TRUST | 5.2% | 201.8K | $14.1M | -0.58%(-1.18K) | $52.30(+42.54%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.15% | 302.5K | $11.3M | +8.20%(+22.93K) | $29.21(+34.63%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.12% | 216.8K | $11.2M | -0.31%(-677) | $29.50(+82.11%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.34% | 111.0K | $9.1M | -2.20%(-2.50K) | $42.50(+99.71%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.13% | 178.2K | $8.5M | +11.84%(+18.87K) | $47.41(+0.11%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.65% | 103.2K | $7.2M | -1.98%(-2.09K) | $41.55(+74.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.13% | +60.68% | — | — | +75.21% |
| Top 20 Holdings Unweighted | +17.00% | +60.15% | — | — | +71.25% |
Fmb Wealth Management reports $271.84M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (18.8%), DXUV (8.0%) and AVUS (8.0%). The top 20 holdings account for 81.84% of reported assets. Its disclosed equity book has returned +60.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Fmb Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fmb Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040224). View Fmb Wealth Management’s 13F filings on SEC