account_balance
Investment manager · 13F filer · SEC CIK 1966011
Massachusetts Wealth Management
Reported value$248Mas of Sep 30, 2026
Positions96 1 new, 3 sold out
Top 10 weight30.8%JPST alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
6.5%Added +16%
XLKSelect Sector SPDR Tr
4.6%
XOMExxonMobil Holdings Corp
2.9%
AAPLApple Inc.
2.7%Trimmed −7%
XLISelect Sector SPDR Tr
2.6%
CCitigroup Inc
2.4%Trimmed −10%
JPMJPMorgan Chase & Co
2.4%Trimmed −14%
XLFSelect Sector SPDR Tr
2.3%
CVXChevron Corp
2.3%Trimmed −3%
GEVGE Vernova Inc.
2.2%Trimmed −7%
COPConocoPhillips
2.1%−3%
VCSHVanguard Scottsdale FDS
1.9%
JPSTJ P Morgan Exchange Traded F
6.5%Added +16%
XLKSelect Sector SPDR Tr
4.6%
XOMExxonMobil Holdings Corp
2.9%
AAPLApple Inc.
2.7%−7%
XLISelect Sector SPDR Tr
2.6%
CCitigroup Inc
2.4%
JPMJPMorgan Chase & Co
2.4%
XLFSelect Sector SPDR Tr
2.3%
CVXChevron Corp
2.3%
GEV2.2%COP2.1%VCSH1.9%
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
JPST J P Morgan Exchange Traded F 6.5% Added +16%
XLK Select Sector SPDR Tr 4.6% Held
XOM ExxonMobil Holdings Corp 2.9% HeldAAPL Apple Inc. 2.7% Trimmed −7%XLI Select Sector SPDR Tr 2.6% Held
C Citigroup Inc 2.4% Trimmed −10%JPM JPMorgan Chase & Co 2.4% Trimmed −14%XLF Select Sector SPDR Tr 2.3% Held
CVX Chevron Corp 2.3% Trimmed −3%GEV GE Vernova Inc. 2.2% Trimmed −7%COP ConocoPhillips 2.1% Trimmed −3%VCSH Vanguard Scottsdale FDS 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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