MA Private Wealth
Q4 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
83
- Value ($000)
$599,448
- Date Filed02/03/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $76.64M | 13 % | 122,209 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $47.65M | 8 % | 783,549 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $46.05M | 8 % | 373,599 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $34.05M | 6 % | 178,299 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $33.58M | 6 % | 169,087 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $28.45M | 5 % | 398,430 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $28.39M | 5 % | 383,342 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $25.86M | 4 % | 552,484 | ||
ISHARES TR | 10+ YR INVST GRD | 464289511 | $19.35M | 3 % | 383,483 | ||
BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | $18.42M | 3 % | 477,809 |
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