FMA Wealth Management, LLC has recently submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's portfolio and investment strategies, which can influence trends within the wealth management industry.
FMA Wealth Management, LLC is a Massachusetts-based firm focused on wealth management. The company, which operates under the Central Index Key (CIK) 0002011155, has been active in filing various reports with the SEC, including its recent 13F-HR on October 21, 2026. This filing is part of the firm's ongoing compliance with the SEC regulations, ensuring transparency in its investment activities.
The latest filing indicates that FMA Wealth Management holds a total of 42 positions, with a reported total value of $158,531,472. This diverse portfolio includes significant investments in well-known companies such as Apple Inc., Microsoft Corp., and Procter & Gamble Co. The report highlights the firm's investment discretion, indicating that it has sole authority over its holdings.
“FMA Wealth Management’s portfolio reflects a strategic approach to investment, focusing on established companies across various sectors,” said James Morris, Chief Compliance Officer of FMA Wealth Management, in the filing.
The impact of this filing extends beyond FMA Wealth Management itself. Other firms in the wealth management sector may analyze these holdings to gauge market trends and adjust their strategies accordingly. The presence of major players like Apple and Microsoft in FMA's portfolio may signal a preference for technology and consumer goods, which could influence competitors' investment decisions.
As for what’s next, the filing does not specify any upcoming actions or changes in strategy. However, the firm is likely to continue monitoring its investments and may file additional reports in the future as it adjusts its portfolio in response to market conditions.
For more details on the filing, you can access the document through the SEC's EDGAR database, accession number 0001951757-26-001722.