Long-term investor
Fma Wealth Management, LLC @fmawealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011155).
Record
- Tracked since 2025-12-31 (261 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 11.6% · long · since 2025-12-31
- JCPB · 9.3% · long · since 2025-12-31
- JPIE · 8.0% · long · since 2025-12-31
- JPLD · 7.8% · long · since 2025-12-31
- IWF · 7.5% · long · since 2025-12-31
- IWD · 7.4% · long · since 2025-12-31
- DBMF · 4.7% · long · since 2025-12-31
- FENI · 4.6% · long · since 2025-12-31
- SMLF · 4.2% · long · since 2025-12-31
- HTD · 3.9% · long · since 2025-12-31
- VWO · 3.3% · long · since 2025-12-31
- ONEY · 3.1% · long · since 2025-12-31