Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MA Private Wealth (CIK 1767474) reported $591.4M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($74.7M, 12.63%), DYNF ($45.5M, 7.70%), IVW ($44.2M, 7.47%), SPTL ($36.9M, 6.25%), BND ($36.4M, 6.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $74.7M | 12.63% | 125,012 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $45.5M | 7.70% | 782,460 | Trimmed |
| 3 | IVW | ISHARES TR | $44.2M | 7.47% | 390,339 | Added |
| 4 | SPTL | SPDR SERIES TRUST | $36.9M | 6.25% | 1.4M | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $36.4M | 6.15% | 493,776 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $33.3M | 5.63% | 169,673 | Trimmed |
| 7 | QUAL | ISHARES TR | $32.5M | 5.50% | 169,641 | Added |
| 8 | CORO | BLACKROCK ETF TRUST | $26.5M | 4.49% | 824,995 | New |
| 9 | SPEM | SPDR INDEX SHS FDS | $20.5M | 3.47% | 437,500 | Trimmed |
| 10 | EFV | ISHARES TR | $19.1M | 3.24% | 257,409 | Trimmed |
| 11 | THRO | BLACKROCK ETF TRUST | $17.5M | 2.97% | 484,110 | Added |
| 12 | BAI | BLACKROCK ETF TRUST | $15.5M | 2.61% | 469,158 | Added |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $14.8M | 2.51% | 316,011 | Added |
| 14 | EFG | ISHARES TR | $12.2M | 2.06% | 109,626 | Trimmed |
| 15 | IVV | ISHARES TR | $10.9M | 1.85% | 16,710 | Added |
| 16 | USMV | ISHARES TR | $9.2M | 1.55% | 98,668 | Trimmed |
| 17 | MGC | VANGUARD WORLD FD | $8.5M | 1.43% | 35,810 | Trimmed |
| 18 | BIV | VANGUARD BD INDEX FDS | $8.4M | 1.42% | 108,469 | Trimmed |
| 19 | SCHF | SCHWAB STRATEGIC TR | $8.3M | 1.40% | 334,133 | Trimmed |
| 20 | SHLD | GLOBAL X FDS | $8.2M | 1.39% | 115,684 | Trimmed |
| 21 | IYW | ISHARES TR | $7.8M | 1.33% | 43,204 | Trimmed |
| 22 | IAU | ISHARES GOLD TR | $7.7M | 1.30% | 87,278 | Trimmed |
| 23 | HYDB | ISHARES TR | $7.2M | 1.23% | 155,838 | Trimmed |
| 24 | VUG | VANGUARD INDEX FDS | $6.8M | 1.15% | 15,612 | Added |
| 25 | XCEM | COLUMBIA ETF TR II | $6.7M | 1.14% | 164,640 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31