Planning Project LLC’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Planning Project LLC’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.7K	Buy	+277	New	+$14.3K	﹤0.01%	95

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Project LLC's FMAT Position: Q4 2025 in Review

Planning Project LLC opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q4 2025: 277 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #95 among its holdings.

128 funds tracked by Wall St. Rank hold FMAT as of Q4 2025.

Planning Project LLC held 277 shares of Fidelity MSCI Materials Index ETF worth $14.7K as of Q4 2025.
Fidelity MSCI Materials Index ETF was a new Planning Project LLC position in Q4 2025.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #95 holding.
128 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.