Massachusetts Wealth Management: 13F holdings
CIK 19660112026Q2
| Positions | 98 |
|---|
| Reported value | $262.5m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 98 (+0 vs prior quarter) |
|---|
| Reported value | $262.5m (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPST J P MORGAN EXCHANGE TRADED F | 277,545 | $14.0m | 5.3% |
| XLK SELECT SECTOR SPDR TR | 59,455 | $11.3m | 4.3% |
| MU MICRON TECHNOLOGY INC | 8,028 | $9.3m | 3.5% |
| XLI SELECT SECTOR SPDR TR | 39,169 | $7.3m | 2.8% |
| GEV GE VERNOVA INC | 6,115 | $7.2m | 2.7% |
| C CITIGROUP INC | 51,265 | $7.2m | 2.7% |
| JPM JPMORGAN CHASE & CO | 20,405 | $6.7m | 2.5% |
| CAT CATERPILLAR INC | 6,141 | $6.5m | 2.5% |
| AAPL APPLE INC | 21,423 | $6.2m | 2.4% |
| EXXON MOBIL CORP | 44,349 | $6.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1966011")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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