MA Private Wealth
Q3 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
80
- Value ($000)
$594,697
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001767474
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $88.14 M | 15 % | 143,924 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $47.20 M | 8 % | 390,974 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $43.21 M | 7 % | 729,878 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $33.44 M | 6 % | 449,654 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $32.43 M | 6 % | 166,749 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $31.98 M | 5 % | 171,502 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $27.24 M | 5 % | 401,577 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $23.42 M | 4 % | 119,589 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $20.88 M | 4 % | 574,670 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $18.67 M | 3 % | 362,197 |
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