MA Private Wealth: 13F holdings
CIK 17674742026Q2
| Positions | 88 |
|---|
| Reported value | $671.4m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 88 (+2 vs prior quarter) |
|---|
| Reported value | $671.4m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 125,554 | $86.2m | 12.8% |
| IWF ISHARES TR | 395,664 | $54.4m | 8.1% |
| DYNF BLACKROCK ETF TRUST | 791,623 | $53.8m | 8.0% |
| BND VANGUARD BD INDEX FDS | 538,277 | $39.5m | 5.9% |
| CORO BLACKROCK ETF TRUST | 1,070,099 | $39.2m | 5.8% |
| SPTL SPDR SERIES TRUST | 1,470,776 | $38.6m | 5.7% |
| QUAL ISHARES TR | 173,019 | $38.0m | 5.7% |
| VTV VANGUARD INDEX FDS | 172,629 | $37.6m | 5.6% |
| BAI BLACKROCK ETF TRUST | 468,378 | $24.7m | 3.7% |
| EFSI BLACKROCK ETF TRUST | 492,941 | $21.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767474")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples