13F Filings History of FMA Wealth Management, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$154,275,943
Signature - Title
James Morris - Chief Compliance Officer
Location
Duxbury, MA
Summary
This page shows a list of all the recent 13F filings made by FMA Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FMA Wealth Management, LLC reported 45 stock holdings with total value $154,275,943 as of Q4 2025. Top holdings included VEA, JCPB, IWF, JPIE, and JPLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $154,275,943 +$9,261,365 -$2,245,430 +$7,015,935 VEA, JCPB, IWF, JPIE, JPLD 13F-HR 13 Jan 2026, 09:37
Q3 2025 43 $145,495,462 +$4,996,011 -$849,682 +$4,146,329 VEA, JCPB, IWF, JPIE, JPLD 13F-HR 14 Nov 2025, 18:53
Q2 2025 39 $134,941,339 +$5,082,967 -$2,832,192 +$2,250,775 VEA, JCPB, IWF, JPLD, JPIE 13F-HR 15 Jul 2025, 15:43
Q1 2025 42 $129,396,836 +$878,758 -$8,559,836 -$7,681,078 JCPB, VEA, IWF, JPLD, IWD 13F-HR 22 Apr 2025, 17:09
Q4 2024 39 $134,366,478 +$3,210,885 -$1,733,018 +$1,477,867 IWF, JCPB, VEA, JPLD, IWD 13F-HR 03 Feb 2025, 07:54
Q3 2024 43 $137,663,178 +$42,945,307 -$33,946,405 +$8,998,902 JCPB, VEA, IWF, JPLD, IWD 13F-HR 15 Oct 2024, 17:05
Q2 2024 43 $123,708,828 +$4,558,391 -$1,850,579 +$2,707,812 IWF, VEA, BSV, IWD, JCPB 13F-HR 18 Jul 2024, 12:41
Q1 2024 40 $120,455,981 +$6,232,699 -$462,225 +$5,770,474 VEA, IWF, BSV, IWD, JCPB 13F-HR 29 Apr 2024, 12:49
Q4 2023 38 $109,720,910 $0 $0 $0 VEA, BSV, IWF, IWD, JCPB 13F-HR 09 Feb 2024, 17:04