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.
MTC Wealth Management LLC (CIK 1821455) reported $210.5M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($44.6M, 21.18%), SPY ($33.2M, 15.75%), IEFA ($31.5M, 14.94%), IGSB ($13.4M, 6.38%), LQD ($13.3M, 6.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $44.6M | 21.18% | 449,187 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $33.2M | 15.75% | 50,988 | Trimmed |
| 3 | IEFA | ISHARES TR | $31.5M | 14.94% | 347,436 | Added |
| 4 | IGSB | ISHARES TR | $13.4M | 6.38% | 255,420 | Added |
| 5 | LQD | ISHARES TR | $13.3M | 6.30% | 121,712 | Added |
| 6 | IJH | ISHARES TR | $11.6M | 5.50% | 171,561 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $10.9M | 5.18% | 55,599 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $10.7M | 5.09% | 24,543 | Added |
| 9 | SPTS | SPDR SERIES TRUST | $9.0M | 4.27% | 308,027 | Added |
| 10 | IEF | ISHARES TR | $8.8M | 4.20% | 92,695 | Added |
| 11 | GSEW | GOLDMAN SACHS ETF TR | $8.4M | 4.00% | 99,553 | Trimmed |
| 12 | IJR | ISHARES TR | $8.4M | 3.98% | 67,412 | Added |
| 13 | IEMG | ISHARES INC | $6.8M | 3.21% | 97,018 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31