account_balance
Investment manager · 13F filer · SEC CIK 1821455
MTC Wealth Management LLC
Reported value$223Mas of Jun 30, 2026
Positions14 1 new, 0 sold out
Top 10 weight88.5%AGG alone is 20%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
19.9%
SPYSPDR S&P 500 ETF Trust
16.6%Trimmed −3%
IEFAiShares Tr
14.8%
IGSBiShares Tr
6.0%
LQDiShares Tr
5.9%
IJHiShares Tr
5.8%
VUGVanguard Index FDS
5.5%Trimmed −2%
VTVVanguard Index FDS
5.3%
IJRiShares Tr
4.4%−2%
GSEWGoldman Sachs ETF Tr
4.1%
IEFiShares Tr
3.9%
IEMGiShares Inc
3.5%
AGGiShares Tr
19.9%
SPYSPDR S&P 500 ETF Trust
16.6%Trimmed −3%
IEFAiShares Tr
14.8%
IGSB6.0%
LQDiShares Tr
5.9%
IJHiShares Tr
5.8%
VUGVanguard Index FDS
5.5%
VTVVanguard Index FDS
5.3%
IJR4.4%
GSEW
IEF3.9%
IEMG
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
AGG iShares Tr 19.9% Held
SPY SPDR S&P 500 ETF Trust 16.6% Trimmed −3%IEFA iShares Tr 14.8% Held
IGSB iShares Tr 6.0% Held
LQD iShares Tr 5.9% Held
IJH iShares Tr 5.8% Held
VUG Vanguard Index FDS 5.5% Trimmed −2%
VTV Vanguard Index FDS 5.3% Held
IJR iShares Tr 4.4% Trimmed −2%
GSEW Goldman Sachs ETF Tr 4.1% Held
IEF iShares Tr 3.9% Held
IEMG iShares Inc 3.5% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- BYLD $4.53M
arrow_upwardAdded
None
arrow_downwardTrimmed
- SPTS −49%
- SPY −3%
- VUG −2%
- IJR −2%
remove_circleSold out
None
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