Fma Wealth Management Llc Q2 2026 Portfolio Activity: Significant IWF Purchase, Minor Adjustments
This analysis details observable changes in holdings for Fma Wealth Management Llc during the second quarter of 2026 based on available data.
As reported by insiderset.com, Fma Wealth Management Llc, an investment management firm, made several adjustments to its portfolio during the second quarter of 2026.
The most notable change was a significant increase in exposure to ISHARES TR (IWF). The fund's position in this Vanguard Total World Stock ETF grew by 279% quarter-over-quarter, indicating substantial new investment or concentration towards this holding.
Conversely, the investor was observed reducing positions across multiple holdings. Notable decreases included VEA, which saw a 2.56% reduction in its portfolio allocation (down -0.67 million), and several J P Morgan Exchange Traded Fund holdings like JCPB (-0.98%), JPLD (-1.75%), and JPIE (-1.09%).
These reductions were not isolated to the large funds; even smaller positions showed activity, such as FENI, which decreased by 2.53%, and DBMF with a -3.06% change.
A particularly noteworthy sale occurred in the Technology sector, involving the holding of APPLE INC (AAPL). The position was reduced by 47.6%, representing a substantial exit from this stock.
Other sectors also showed minor reductions, including exits from holdings in Utilities (OSEA, -8.93%), Schwab Strategic Trust (SCHD, -8.77%), and Communication Services holdings like VWO (-3.36%).
Overall, Fma Wealth Management Llc's portfolio saw a mix of significant buying in IWF and notable selling activity across various other ETFs and individual stocks during Q2 2026.