Portfolio (Quarterly) Guide ↗

FMA Wealth Management, LLC

· CIK 0002011155

13F Portfolio $154M AUM 45 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 9 Added 14 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AMZN	AMAZON COM INC	Consumer Cyclical	1,000	$220K	0.15%	SOLD
2	ABT	ABBOTT LABS	Healthcare	1,524	$204K	0.14%	SOLD

Sector Allocation

Technology 55.2%

Utilities 8.0%

Communication Services 6.3%

Financial Services 6.2%

Healthcare 5.7%

Energy 5.5%

Consumer Defensive 5.3%

Industrials 4.6%

Consumer Cyclical 3.1%