Portfolio (Quarterly) Guide ↗

FMA Wealth Management, LLC

· CIK 0002011155

13F Portfolio $156M AUM 42 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 2 Added 28 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	3,329	$649K	0.42%	SOLD
2	—	J P MORGAN EXCHANGE TRADED F	—	9,282	$470K	0.30%	SOLD
3	USMF	WISDOMTREE TR	—	4,284	$220K	0.14%	SOLD

Sector Allocation

Technology 41.5%

Utilities 11.7%

Financial Services 9.0%

Healthcare 8.3%

Energy 8.2%

Industrials 6.7%

Consumer Defensive 6.7%

Consumer Cyclical 4.3%

Communication Services 3.8%