13F Filings History of FMFE Wealth Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Signature - Title
Chris Gardner - President
Location
Syracuse, NY
Summary
This page shows a list of all the recent 13F filings made by FMFE Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FMFE Wealth Management, LLC reported 24 stock holdings with total value $107,646,616 as of Q2 2024. Top holdings included DFAT, DFUV, DFUS, DFIV, and DFAS. Parkwoods Wealth Partners, LLC is reporting for FMFE Wealth Management, LLC.

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Holdings Value

Parkwoods Wealth Partners, LLC is reporting for FMFE Wealth Management, LLC:

Name Holdings Value Location File Number
Parkwoods Wealth Partners, LLC $339,918,641 Syracuse, NY 028-24426
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 $0 13F-NT 07 Nov 2024, 08:32
Q2 2024 24 $107,646,616 +$1,139,549 -$314,090 +$825,459 DFAT, DFUV, DFUS, DFIV, DFAS 13F-HR 13 Aug 2024, 13:29
Q1 2024 24 $109,032,290 +$718,677 -$736,722 -$18,045 DFAT, DFUV, DFUS, DFIV, DFAS 13F-HR 13 May 2024, 12:19
Q4 2023 22 $101,547,576 $0 $0 $0 DFAT, DFUV, DFUS, DFIV, DFAS 13F-HR 09 May 2024, 16:55