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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
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 4,670.0 $333K 0.12% $71.40 +9.6%
62 ILCB ISHARES TR 3,188.0 $330K 0.12% $103.65 +3.0%
63 C CITIGROUP INC Financial Services 2,289.0 $320K 0.12% $139.96 -1.6%
64 DFSU DIMENSIONAL ETF TRUST 6,710.0 $313K 0.12% $46.63 +3.8%
65 XLK SELECT SECTOR SPDR TR 1,617.0 $308K 0.11% $190.53 -1.7%
66 MRVL MARVELL TECHNOLOGY INC Technology 1,018.0 $303K 0.11% NEW $297.91 -25.0%
67 VWO VANGUARD INTL EQUITY INDEX F 4,396.0 $262K 0.10% $59.69 +2.9%
68 AVLV AMERICAN CENTY ETF TR 2,767.0 $252K 0.09% +39.0 +1.4% $91.21 +3.8%
69 XOM EXXON MOBIL CORP Energy 1,829.0 $250K 0.09% $136.71 +16.6%
70 JNJ JOHNSON & JOHNSON Healthcare 970.0 $246K 0.09% -5.0 -0.5% $253.87 +8.4%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 326.0 $243K 0.09% -25.0 -7.1% $746.77 +3.1%
72 DUHP DIMENSIONAL ETF TRUST 5,655.0 $236K 0.09% -717.0 -11.2% $41.73 +1.8%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 802.0 $226K 0.08% NEW $281.31 -16.5%
74 USA LIBERTY ALL STAR EQUITY FD Financial Services 11,719.0 $68K 0.03% $5.81 +2.8%
Page 4 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%