Fmb Wealth Management

Fmb Wealth Management reported 99 holdings worth US$272M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Fmb Wealth Management reported 99 holdings worth US$272M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amgen Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
99
Value as reported
US$272M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc16,127US$4.67M1.7%
Nvidia Corporation14,350US$2.87M1.1%
Amgen Inc.6,610US$2.39M0.88%
Marriott International5,603US$2.08M0.76%
Alphabet Inc (google) Class C4,797US$1.71M0.63%
Micron Technology, Inc.1,135US$1.31M0.48%
Chevron Corporation7,787US$1.29M0.47%
Lam Research Corporation1,757US$761K0.28%
Microsoft Corp.1,830US$683K0.25%
Berkshire Hathaway Inc.1,334US$668K0.25%
Charles Schwab Corporation (the)6,272US$579K0.21%
Amazon.com, Inc.2,276US$543K0.20%
Tesla, Inc.1,274US$536K0.20%
Rockwell Automation, Inc.974US$482K0.18%
Broadcom Inc.1,218US$460K0.17%
Caterpillar, Inc.387US$412K0.15%
Bank Of America Corporation6,978US$398K0.15%
Meta Platforms, Inc.693US$390K0.14%
Anaptysbio, Inc.5,592US$377K0.14%
Netflix, Inc.4,670US$333K0.12%
Citigroup, Inc.2,289US$320K0.12%
Marvell Technology, Inc.1,018US$303K0.11%
Exxon Mobil Corporation1,829US$250K0.09%
Johnson & Johnson970US$246K0.09%
International Business Machines Corporation802US$226K0.08%
Boeing Company (the)0US$00.00%
Nextera Energy, Inc.0US$00.00%

Source

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