Filer Snapshot

FMB WEALTH MANAGEMENT

CIK 0002040224. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

16

Latest Filing

16 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 16 Apr 2026 for CIK 0002040224.

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Business address
100 N Westlake Blvd, Ste 201, Westlake Village, CA, 91362-3764
Top securities (13F)
DFAC, DXUV, AVUS, DFAX, DXIV, DFIC, DFAU, DFUS, DFSD, DFAT, AVDE, AVGE, DFUV, DFAI, DFAS, DFIV, AAPL, DCOR, DUSB, and DFAE
State of incorporation
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about FMB WEALTH MANAGEMENT

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $241.71M across 73 reported holdings for Q1 2026.
  • Largest parsed 13F holding: DFAC at $44.18M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 73 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 16 Apr 2026

DFAC

18.3%

Dimensional Etf Trust

$44.18M

DXUV

8%

Dimensional Etf Trust

$19.45M

AVUS

7.8%

American Centy Etf Tr

$18.81M

DFAX

6.7%

Dimensional Etf Trust

$16.19M

DXIV

5.7%

Dimensional Etf Trust

$13.71M

Latest update

What changed recently for FMB WEALTH MANAGEMENT

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 16 Apr 2026.

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Benchmark Context

Benchmark context for this company

FMB WEALTH MANAGEMENT has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

FMB WEALTH MANAGEMENT has filed 16 SEC EDGAR filings since 15 Oct 2024. Common forms include 13F-HR, N-PX.

FMB WEALTH MANAGEMENT SEC filings FMB WEALTH MANAGEMENT 13F portfolio

Latest Filings

Recent SEC filings for FMB WEALTH MANAGEMENT with direct links to document and filing folders.

13F-HR File 028-24389

13F-HR filing

Filing date
16 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
22 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-24389

N-PX filing

Filing date
18 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
18 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
29 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
04 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
04 Nov 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
04 Nov 2024
Reporting date
31 Mar 2024
SEC evidence
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N-PX File 028-24389

N-PX filing

Filing date
04 Nov 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Oct 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Oct 2024
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Oct 2024
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Oct 2024
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR File 028-24389

13F-HR filing

Filing date
15 Oct 2024
Reporting date
31 Dec 2022
SEC evidence
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About this filer

FMB WEALTH MANAGEMENT files with the SEC under CIK 0002040224. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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