account_balance

Investment manager · 13F filer · SEC CIK 1767474

MA Private Wealth

Reported value$671Mas of Sep 30, 2026

Positions87 1 new, 2 sold out

Top 10 weight65.1%VOO alone is 13%

FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

13.2%

IVWiShares Tr

8.5%

DYNFBlackRock ETF Trust

8.2%

COROBlackRock ETF Trust

5.9%

BNDVanguard Bd Index FDS

5.8%Added +4%

QUALiShares Tr

5.7%

VTVVanguard Index FDS

5.6%

SPTLSPDR Series Trust

5.5%Added +6%

BAIBlackRock ETF Trust

3.4%+3%

THROBlackRock ETF Trust

3.3%

SPEMSPDR Index SHS FDS

3.2%

EFViShares Tr

2.8%

VOOVanguard Index FDS

13.2%

IVWiShares Tr

8.5%

DYNFBlackRock ETF Trust

8.2%

COROBlackRock ETF Trust

5.9%

BNDVanguard Bd Index FDS

5.8%+4%

QUALiShares Tr

5.7%

VTVVanguard Index FDS

5.6%

SPTLSPDR Series Trust

5.5%

BAI3.4%

THRO3.3%

SPEM3.2%

EFV2.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 13.2% Held

IVW iShares Tr 8.5% Held

DYNF BlackRock ETF Trust 8.2% Held

CORO BlackRock ETF Trust 5.9% Held

BND Vanguard Bd Index FDS 5.8% Added +4%

QUAL iShares Tr 5.7% Held

VTV Vanguard Index FDS 5.6% Held

SPTL SPDR Series Trust 5.5% Added +6%

BAI BlackRock ETF Trust 3.4% Added +3%

THRO BlackRock ETF Trust 3.3% Held

SPEM SPDR Index SHS FDS 3.2% Held

EFV iShares Tr 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 28, 2026 filing

add_circleNew

GBTC $248K

arrow_upwardAdded

VMBS +7%
IEFA +6%
SPTL +6%
IVE +5%

arrow_downwardTrimmed

NOW −42%
HYDB −32%
MU −25%
AMD −24%

remove_circleSold out

RBLX $237K
NFLX $203K

MA Private Wealth

Where the money is

Biggest moves since Jun 30, 2026

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