FMB WEALTH MANAGEMENT - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, FMB WEALTH MANAGEMENT held in its portfolio 91 assets valued at $253,432,310 (i.e. $253.43M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($44.84M), DIMENSIONAL ETF TRUST ($19.66M), and AMERICAN CENTY ETF TR ($17.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 91 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FMB WEALTH MANAGEMENT - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1132662 | 44842106 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 328843 | 19658247 | DIMENSIONAL US |
| AMERICAN CENTY ETF TR | 152105 | 17002289 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 465617 | 15239659 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 203655 | 13251855 | DIMENSIONAL INTL |
| DIMENSIONAL ETF TRUST | 218064 | 10205374 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 260783 | 8986597 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 112431 | 8339001 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 149274 | 7157693 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 105843 | 6301920 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 154947 | 5905022 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 71608 | 5894742 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 62780 | 5393396 | AVANTIS ALL EQT |
| APPLE INC | 19709 | 5358171 | COM |
| DIMENSIONAL ETF TRUST | 160207 | 5217956 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 106548 | 4964057 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 64944 | 4524651 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 82576 | 4120530 | INTERNATNAL VAL |
| NVIDIA CORPORATION | 18849 | 3515351 | COM |
| DIMENSIONAL ETF TRUST | 44468 | 3274179 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 62573 | 3169322 | ULTRASHORT FIXED |
| SPDR S&P 500 ETF TR | 4170 | 2843606 | TR UNIT |
| AMERICAN CENTY ETF TR | 23373 | 2383579 | US SML CP VALU |
| AMGEN INC | 7023 | 2298548 | COM |
| DIMENSIONAL ETF TRUST | 87964 | 2014477 | US REAL ESTATE E |
| AMERICAN CENTY ETF TR | 24673 | 1900314 | AVANTIS EMGMKT |
| ISHARES TR | 18651 | 1795532 | RUS MID CAP ETF |
| MARRIOTT INTL INC NEW | 5679 | 1761906 | CL A |
| MICROSOFT CORP | 3406 | 1647234 | COM |
| DIMENSIONAL ETF TRUST | 45356 | 1500380 | EMERGING MKTS CO |
| ISHARES TR | 2103 | 1440429 | CORE S&P500 ETF |
| SPDR INDEX SHS FDS | 21799 | 1354590 | GLB NAT RESRCE |
| DIMENSIONAL ETF TRUST | 31589 | 1312681 | INFLATION PROTE |
| CHEVRON CORP NEW | 8360 | 1274179 | COM |
| ALPHABET INC | 4038 | 1263766 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 12858 | 1208308 | INTL SMCP VLU |
| INVESCO QQQ TR | 1947 | 1196259 | UNIT SER 1 |
| ALPHABET INC | 3451 | 1082923 | CAP STK CL C |
| AMAZON COM INC | 4308 | 994423 | COM |
| VANGUARD MALVERN FDS | 20099 | 994097 | STRM INFPROIDX |
| VANGUARD BD INDEX FDS | 11978 | 943989 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 27835 | 915505 | US SMALL CAP VAL |
| BERKSHIRE HATHAWAY INC DEL | 1759 | 884161 | CL B NEW |
| AMERICAN CENTY ETF TR | 11263 | 859367 | AVANTIS RESPON U |
| DIMENSIONAL ETF TRUST | 11289 | 835150 | WORLD EQUITY ETF |
| TESLA INC | 1803 | 810851 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2638 | 801662 | SPONSORED ADS |
| BROADCOM INC | 2237 | 774236 | COM |
| META PLATFORMS INC | 1172 | 773625 | CL A |
| SCHWAB CHARLES CORP | 6609 | 660353 | COM |
| SCHWAB STRATEGIC TR | 26752 | 643118 | INTL EQTY ETF |
| ISHARES TR | 4846 | 582392 | CORE S&P SCP ETF |
| NETFLIX INC | 5710 | 535370 | COM |
| BANK AMERICA CORP | 8694 | 478170 | COM |
| BOEING CO | 2056 | 446399 | COM |
| AMERICAN CENTY ETF TR | 6048 | 444649 | AVANTIS ALL INT |
| JPMORGAN CHASE & CO. | 1276 | 411099 | COM |
| AMERICAN CENTY ETF TR | 5529 | 410584 | AVANTIS RESPONSI |
| MICRON TECHNOLOGY INC | 1432 | 408794 | COM |
| ROCKWELL AUTOMATION INC | 1003 | 390237 | COM |
| LAM RESEARCH CORP | 2060 | 352631 | COM NEW |
| EXXON MOBIL CORP | 2911 | 350268 | COM |
| ASML HOLDING N V | 319 | 341285 | N Y REGISTRY SHS |
| AMERICAN CENTY ETF TR | 5490 | 320122 | EMERGING MKT VAL |
| AMERICAN CENTY ETF TR | 7202 | 313503 | REAL ESTATE ETF |
| CITIGROUP INC | 2618 | 305497 | COM NEW |
| ISHARES TR | 3188 | 300883 | MORNINGSTR US EQ |
| VANGUARD INDEX FDS | 882 | 295788 | TOTAL STK MKT |
| JOHNSON & JOHNSON | 1427 | 295241 | COM |
| INTERNATIONAL BUSINESS MACHS | 995 | 294816 | COM |
| CATERPILLAR INC | 493 | 282467 | COM |
| ELI LILLY & CO | 258 | 277005 | COM |
| ANAPTYSBIO INC | 5592 | 271100 | COM |
| DISNEY WALT CO | 2215 | 251954 | COM |
| HOME DEPOT INC | 705 | 242635 | COM |
| DIMENSIONAL ETF TRUST | 6372 | 242327 | US HIGH PROFITAB |
| RTX CORPORATION | 1309 | 240071 | COM |
| PALANTIR TECHNOLOGIES INC | 1347 | 239429 | CL A |
| CROWDSTRIKE HLDGS INC | 510 | 239068 | CL A |
| HSBC HLDGS PLC | 3010 | 236797 | SPON ADR NEW |
| VANGUARD INTL EQUITY INDEX F | 4396 | 236329 | FTSE EMR MKT ETF |
| SELECT SECTOR SPDR TR | 1617 | 232817 | STATE STREET TEC |
| SHELL PLC | 3145 | 231095 | SPON ADS |
| ASTRAZENECA PLC | 2477 | 227745 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 5178 | 224881 | US SUSTAINABILTY |
| NEXTERA ENERGY INC | 2781 | 223259 | COM |
| AMERICAN EXPRESS CO | 589 | 218025 | COM |
| AMERICAN CENTY ETF TR | 2728 | 206707 | US LARGE CAP VLU |
| PROCTER AND GAMBLE CO | 1419 | 203306 | COM |
| LIBERTY ALL STAR EQUITY FD | 11719 | 73595 | SH BEN INT |
| LLOYDS BANKING GROUP PLC | 11812 | 62604 | SPONSORED ADR |
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