Long-term investor
Fmb Wealth Management @fmbwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002040224).
Record
- Tracked since 2025-06-30 (446 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +23.5% · all +23.5%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 18.8% · long · since 2025-06-30
- 25434V559 · 8.0% · long · since 2025-06-30
- 025072885 · 8.0% · long · since 2025-06-30
- 25434V880 · 6.3% · long · since 2025-06-30
- 25434V542 · 5.2% · long · since 2025-06-30
- 25434V799 · 4.1% · long · since 2025-06-30
- 25434V104 · 4.1% · long · since 2025-06-30
- 25434V401 · 3.3% · long · since 2025-06-30
- 25434V864 · 3.1% · long · since 2025-06-30
- 25434V609 · 2.7% · long · since 2025-06-30
- 025072703 · 2.5% · long · since 2025-06-30
- 025072232 · 2.3% · long · since 2025-06-30