MA Private Wealth
Q2 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
80
- Value ($000)
$558,953
- Date Filed07/24/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $82.41M | 15 % | 145,075 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $43.10M | 8 % | 391,480 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $39.74M | 7 % | 729,664 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $33.95M | 6 % | 461,154 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $30.79M | 6 % | 168,419 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $29.16M | 5 % | 164,984 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $25.01M | 5 % | 393,914 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $20.82M | 4 % | 120,144 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $19.66M | 4 % | 575,267 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $17.95M | 3 % | 160,287 |
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