MA Private Wealth

Q3 2025 13F Holdings

  • Location
    san carlos, CA
  • Num holdings

    80

  • Value ($000)

    $594,697

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001767474
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$88.14M
15 %

143,924

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$47.20M
8 %

390,974

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$43.21M
7 %

729,878

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$33.44M
6 %

449,654

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$32.43M
6 %

166,749

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$31.98M
5 %

171,502

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$27.24M
5 %

401,577

I
IYW

ISHARES TR

U.S. TECH ETF
464287721
$23.42M
4 %

119,589

X
XCEM

COLUMBIA ETF TR II

EM CORE EX ETF
19762B202
$20.88M
4 %

574,670

I
IGLB

ISHARES TR

10+ YR INVST GRD
464289511
$18.67M
3 %

362,197

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