Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MMA ASSET MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MMA ASSET MANAGEMENT LLC (CIK 1842667) reported $314.3M across 181 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($32.4M, 10.31%), VOOV ($19.5M, 6.21%), GOVT ($13.2M, 4.20%), IVE ($11.9M, 3.77%), SPLG ($9.8M, 3.12%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYGSPDR SERIES TRUST$32.4M10.31%272,371Added
2VOOVVANGUARD ADMIRAL FDS INC$19.5M6.21%89,033Added
3GOVTISHARES TR$13.2M4.20%579,075Added
4IVEISHARES TR$11.9M3.77%52,215Trimmed
5SPLGSPDR SERIES TRUST$9.8M3.12%111,749Trimmed
6VOTVANGUARD INDEX FDS$8.4M2.68%27,452New
7IVVISHARES TR$7.3M2.31%9,704Trimmed
8IJSISHARES TR$6.9M2.19%50,311Added
9MBBISHARES TR$6.0M1.92%63,833Added
10VCITVANGUARD SCOTTSDALE FDS$5.9M1.87%71,184Trimmed
11IJTISHARES TR$5.8M1.86%32,748Trimmed
12LQDISHARES TR$5.8M1.84%53,044Added
13FLJPFRANKLIN TEMPLETON ETF TR$5.3M1.67%132,323Trimmed
14VWOBVANGUARD WHITEHALL FDS$5.1M1.63%76,137Added
15FLGBFRANKLIN TEMPLETON ETF TR$4.9M1.56%138,622Trimmed
16BNDVANGUARD BD INDEX FDS$4.7M1.51%64,670Trimmed
17IEMGISHARES INC$4.5M1.42%54,030Added
18EFVISHARES TR$4.4M1.41%57,734Added
19SCYBSCHWAB STRATEGIC TR$4.1M1.32%158,200Added
20GLDSPDR GOLD TR$4.0M1.27%10,858Trimmed
21EWPISHARES INC$3.8M1.22%64,817Trimmed
22EFGISHARES TR$3.5M1.11%28,104Added
23FLCHFRANKLIN TEMPLETON ETF TR$3.5M1.10%169,976Added
24XLKSELECT SECTOR SPDR TR$3.3M1.06%17,495Trimmed
25JPIBJ P MORGAN EXCHANGE TRADED F$3.3M1.06%68,636Added

Source: SEC Form 13F filings · as of 2026-06-30