# EDGAR Filing Document

**Accession Number:** 0002011155
**File Stem:** 0001951757-26-000056
**Filing Date:** 2026-1
**Character Count:** 8353
**Document Hash:** 5b6bbb80ba0840c84f4418a6b904bc32
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000056.hdr.sgml**: 20260113

**ACCESSION NUMBER**: 0001951757-26-000056

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260113

**DATE AS OF CHANGE**: 20260113

**EFFECTIVENESS DATE**: 20260113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FMA Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002011155

**ORGANIZATION NAME:**
- **EIN:** 861693248
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23682
- **FILM NUMBER:** 26528678

**BUSINESS ADDRESS:**
- **STREET 1:** 33 RAILROAD AVENUE
- **STREET 2:** SUITE 2
- **CITY:** DUXBURY
- **STATE:** MA
- **ZIP:** 02332
- **BUSINESS PHONE:** 781-934-7880

**MAIL ADDRESS:**
- **STREET 1:** 33 RAILROAD AVENUE
- **STREET 2:** SUITE 2
- **CITY:** DUXBURY
- **STATE:** MA
- **ZIP:** 02332

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** FMA Wealth Management LLC<br>**Address:** 33 RAILROAD AVENUE<br>SUITE 2<br>DUXBURY, MA 02332

**Form 13F File Number:** 028-23682

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James Morris<br>**Title:** Chief Compliance Officer<br>**Phone:** 781-934-7880

**Signature, Place, and Date of Signing:**

James Morris  Duxbury, MA  01-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 45

**Form 13F Information Table Value Total:** $154275943

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 2143888 | 7886 | SH |  | SOLE |  | 0 | 0 | 7886 |
| ABBVIE INC | COM | 00287Y109 |  | 213181 | 933 | SH |  | SOLE |  | 0 | 0 | 933 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 227483 | 1108 | SH |  | SOLE |  | 0 | 0 | 1108 |
| LOVESAC COMPANY | COM | 54738L109 |  | 230820 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| BANK AMERICA CORP | COM | 060505104 |  | 216260 | 3932 | SH |  | SOLE |  | 0 | 0 | 3932 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 363698 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| DISNEY WALT CO | COM | 254687106 |  | 250294 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| EMERSON ELEC CO | COM | 291011104 |  | 346532 | 2611 | SH |  | SOLE |  | 0 | 0 | 2611 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 219660 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 231044 | 780 | SH |  | SOLE |  | 0 | 0 | 780 |
| ELI LILLY  CO | COM | 532457108 |  | 214936 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 249135 | 6867 | SH |  | SOLE |  | 0 | 0 | 6867 |
| MICROSOFT CORP | COM | 594918104 |  | 508768 | 1052 | SH |  | SOLE |  | 0 | 0 | 1052 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 597604 | 7444 | SH |  | SOLE |  | 0 | 0 | 7444 |
| ORACLE CORP | COM | 68389X105 |  | 648855 | 3329 | SH |  | SOLE |  | 0 | 0 | 3329 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 394819 | 2755 | SH |  | SOLE |  | 0 | 0 | 2755 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 410119 | 3408 | SH |  | SOLE |  | 0 | 0 | 3408 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 1543831 | 56634 | SH |  | SOLE |  | 0 | 0 | 56634 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 6944381 | 247483 | SH |  | SOLE |  | 0 | 0 | 247483 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 |  | 506236 | 12140 | SH |  | SOLE |  | 0 | 0 | 12140 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 |  | 243297 | 7020 | SH |  | SOLE |  | 0 | 0 | 7020 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 |  | 6736560 | 184160 | SH |  | SOLE |  | 0 | 0 | 184160 |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | 31609A206 |  | 3321983 | 87930 | SH |  | SOLE |  | 0 | 0 | 87930 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 3217445 | 88440 | SH |  | SOLE |  | 0 | 0 | 88440 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 11329060 | 53861 | SH |  | SOLE |  | 0 | 0 | 53861 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 12950834 | 27363 | SH |  | SOLE |  | 0 | 0 | 27363 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 14627122 | 308915 | SH |  | SOLE |  | 0 | 0 | 308915 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 2860858 | 49980 | SH |  | SOLE |  | 0 | 0 | 49980 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 |  | 5468068 | 83507 | SH |  | SOLE |  | 0 | 0 | 83507 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 3677739 | 72827 | SH |  | SOLE |  | 0 | 0 | 72827 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 12617959 | 272585 | SH |  | SOLE |  | 0 | 0 | 272585 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 46654Q773 |  | 12360088 | 236156 | SH |  | SOLE |  | 0 | 0 | 236156 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 469571 | 9282 | SH |  | SOLE |  | 0 | 0 | 9282 |
| KRANESHARES TRUST | MOUNT LUCAS ETF | 500767652 |  | 595652 | 22954 | SH |  | SOLE |  | 0 | 0 | 22954 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R770 |  | 4343999 | 38253 | SH |  | SOLE |  | 0 | 0 | 38253 |
| HARBOR ETF TRUST | INTERNATNAL COMP | 41151J885 |  | 5212851 | 172326 | SH |  | SOLE |  | 0 | 0 | 172326 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2595182 | 94611 | SH |  | SOLE |  | 0 | 0 | 94611 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 5678282 | 75832 | SH |  | SOLE |  | 0 | 0 | 75832 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 1666542 | 20201 | SH |  | SOLE |  | 0 | 0 | 20201 |
| CAPITOL SER TR | FAIRLEAD TACTICA | 14064D550 |  | 1550405 | 51732 | SH |  | SOLE |  | 0 | 0 | 51732 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 |  | 1167165 | 30538 | SH |  | SOLE |  | 0 | 0 | 30538 |
| WISDOMTREE TR | US MULTIFACTOR | 97717Y857 |  | 219596 | 4284 | SH |  | SOLE |  | 0 | 0 | 4284 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 16258243 | 260257 | SH |  | SOLE |  | 0 | 0 | 260257 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3827829 | 17417 | SH |  | SOLE |  | 0 | 0 | 17417 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4818069 | 89622 | SH |  | SOLE |  | 0 | 0 | 89622 |

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