FMA Wealth Management, LLC reported 42 holdings worth US$156M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
FMA Wealth Management, LLC reported 42 holdings worth US$156M as of Jun 30, 2026. Largest: Apple Inc, Nextera Energy, Inc. and Exxon Mobil Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$156M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 4,132 | US$1.2M | 0.77% |
| Nextera Energy, Inc. | 7,444 | US$653K | 0.42% |
| Exxon Mobil Corporation | 3,358 | US$459K | 0.29% |
| Microsoft Corp. | 1,042 | US$389K | 0.25% |
| Procter & Gamble Company (the) | 2,555 | US$375K | 0.24% |
| Emerson Electric Company | 2,611 | US$374K | 0.24% |
| Manulife Financial Corporation | 6,867 | US$278K | 0.18% |
| Advanced Micro Devices Inc | 1,108 | US$268K | 0.17% |
| Eli Lilly And Company | 200 | US$240K | 0.15% |
| The Lovesac Company | 1,000 | US$238K | 0.15% |
| Bank Of America Corporation | 3,932 | US$224K | 0.14% |
| Abbvie Inc. | 883 | US$222K | 0.14% |
| Alphabet Inc (google) Class C | 618 | US$221K | 0.14% |
| International Business Machines Corporation | 762 | US$214K | 0.14% |
| Walt Disney Company (the) | 2,200 | US$212K | 0.14% |
| Oracle Corporation | 0 | US$0 | 0.00% |