account_balance

Investment manager · 13F filer · SEC CIK 2056521

Master's Wealth Management Inc.

Reported value$343Mas of Sep 30, 2026
Positions85 3 new, 9 sold out
Top 10 weight82.6%DFAC alone is 27%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 27.1% Added +6%
DFAX Dimensional ETF Trust 16.5% Added +7%
VGIT Vanguard Scottsdale FDS 12.2% Added +14%
VGSH Vanguard Scottsdale FDS 9.2% Added +8%
DFAT Dimensional ETF Trust 7.9% Added +6%
VTEB Vanguard Mun Bd FDS 2.1% Added +19%
PULS Pgim ETF Tr 2.0% New
DFLV Dimensional ETF Trust 2.0% Added +7%
DIHP Dimensional ETF Trust 1.9% Added +10%
VSDM Vanguard Mun Bd FDS 1.7% Added +25%
ICSH iShares Tr 1.4% New
AAPL Apple Inc. 1.4% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • PULS $6.94M
  • ICSH $4.97M
  • TBUX $3.97M
arrow_upwardAdded
  • SGOV +1153%
  • VSDM +25%
  • GOOGL +25%
  • VTEB +19%
arrow_downwardTrimmed
  • BWZ −20%
  • DFCF −14%
  • DFGP −12%
  • DFGR −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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