Portfolio (Quarterly) Guide ↗

FMB WEALTH MANAGEMENT

· CIK 0002040224

13F Portfolio $272M AUM 99 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 18 Added 18 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BA	BOEING CO	Industrials	1,930	$384K	0.16%	SOLD
2	NEE	NEXTERA ENERGY INC	Utilities	2,275	$211K	0.09%	SOLD

Sector Allocation

Technology 45.9%

Consumer Cyclical 12.8%

Financial Services 12.4%

Healthcare 12.3%

Communication Services 6.8%

Energy 6.3%

Industrials 3.6%