Notify me when FMB WEALTH MANAGEMENT files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 91 | $253,432,310 | +$13,066,133 | -$2,889,027 | +$10,177,106 | DFAC, DXUV, AVUS, DFAX, DXIV | 13F-HR | 21 Jan 2026, 18:28 |
| Q3 2025 | 89 | $236,097,915 | +$11,592,843 | -$1,541,034 | +$10,051,809 | DFAC, DXUV, AVUS, DFAX, DXIV | 13F-HR | 15 Oct 2025, 15:40 |
| Q2 2025 | 84 | $210,020,027 | +$15,828,537 | -$2,767,478 | +$13,061,059 | DFAC, DXUV, AVUS, DXIV, DFAX | 13F-HR | 17 Jul 2025, 17:37 |
| Q1 2025 | 75 | $180,751,958 | +$10,784,238 | -$3,859,560 | +$6,924,678 | DFAC, DXUV, AVUS, DXIV, DFAX | 13F-HR | 15 Apr 2025, 17:29 |
| Q4 2024 | 67 | $177,562,331 | +$6,581,970 | -$3,075,694 | +$3,506,276 | DFAC, DXUV, AVUS, DXIV, DFAU | 13F-HR | 29 Jan 2025, 14:36 |
| Q3 2024 | 75 | $176,942,491 | +$38,893,129 | -$755,861 | +$38,137,268 | DFAC, DXUV, DXIV, AVUS, DFAU | 13F-HR | 01 Nov 2024, 18:13 |
| Q2 2024 | 69 | $131,510,919 | +$7,694,468 | -$1,860,540 | +$5,833,928 | DFAC, AVUS, DFAU, DFUS, DFAX | 13F-HR | 01 Nov 2024, 18:06 |
| Q1 2024 | 67 | $125,353,861 | +$8,601,844 | -$370,729 | +$8,231,115 | DFAC, AVUS, DFAU, DFUS, DFAT | 13F-HR | 01 Nov 2024, 18:00 |
| Q4 2023 | 63 | $109,441,024 | +$7,355,408 | -$1,001,270 | +$6,354,138 | DFAC, AVUS, DFAU, DFUS, DFAT | 13F-HR | 15 Oct 2024, 15:21 |
| Q3 2023 | 52 | $93,158,763 | +$4,840,665 | -$3,370,351 | +$1,470,314 | DFAC, AVUS, DFAU, DFUS, DFAT | 13F-HR | 15 Oct 2024, 15:12 |
| Q2 2023 | 53 | $94,188,249 | +$6,142,143 | -$424,325 | +$5,717,818 | DFAC, AVUS, DFAU, DFAT, DFUS | 13F-HR | 15 Oct 2024, 15:05 |
| Q1 2023 | 52 | $83,806,188 | +$4,718,746 | -$2,754,275 | +$1,964,471 | DFAC, AVUS, DFAT, DFUS, DFAS | 13F-HR | 15 Oct 2024, 14:59 |
| Q4 2022 | 54 | $77,681,104 | $0 | $0 | $0 | DFAC, AVUS, DFAT, DFUS, DFAS | 13F-HR | 15 Oct 2024, 14:54 |