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CIK: 0001767474
Total reported value
$671.4M
$671.4M
83 檔
35.4%
During the Q4 2025 filing period, MA Private Wealth (CIK: 0001767474) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $671.4M across 83 reported positions.
In Q4 2025, MA Private Wealth adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.79% | +0.21% | -15.09% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.95% | +0.32% | +7.35% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.68% | +0.64% | -4.44% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.68% | -0.03% | +3.96% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.60% | +0.16% | +1.40% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.75% | -0.54% | -0.78% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.74% | -0.26% | -14.75% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.31% | -0.32% | +598.01% | |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.23% | — | +5.88% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.07% | +0.20% | -0.09% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.01% | -0.40% | -1.54% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.94% | -0.50% | +5.41% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.87% | -0.28% | -7.54% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.50% | +1.07% | — | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.40% | +0.19% | +0.16% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 2.12% | -0.37% | -0.64% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | — | -8.40% | |
| 18 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.60% | -0.80% | +18.16% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.55% | -0.14% | +3.19% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.50% | -0.25% | -1.16% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.45% | -0.34% | -63.48% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.40% | -0.01% | +1.92% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.30% | -0.27% | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | +0.01% | -0.23% | |
| 25 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.08% | +0.09% | -70.60% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.90% | +0.02% | -7.13% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.77% | -0.08% | -0.99% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.58% | +0.01% | -4.23% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.49% | -0.12% | -2.23% | |
| 30 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.43% | +0.10% | -2.57% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.43% | -0.04% | +7.41% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +0.07% | — | |
| 33 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.36% | -0.01% | -0.34% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.35% | -0.04% | +0.12% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.33% | -0.02% | -26.16% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.02% | — | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.30% | -0.04% | -21.17% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.28% | -0.04% | +8.28% | |
| 39 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.27% | +0.08% | -0.13% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.02% | -12.29% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | — | +0.36% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | +0.38% | — | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.24% | +0.05% | -18.39% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | -0.04% | +0.25% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | — | — | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.19% | -0.02% | +13.48% | |
| 47 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.18% | — | +0.45% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.01% | — | |
| 49 | IVLU | Ishares Msci International V | ETF-Other | 0.18% | -0.02% | — | |
| 50 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.16% | — | -22.39% |
According to official SEC Form 13F filings, MA Private Wealth reported a total U.S. public equity portfolio value of $671.4M across 83 disclosed positions in Q4 2025.
During Q4 2025, MA Private Wealth's top holdings by market value included VOO (12.8%)、DYNF (8.0%)、IVW (7.7%). The largest single position, VOO, represented 12.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DYNF, IVW) accounted for 35.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BAI
市值: $15.0M
Top Position Liquidated / Trimmed
HD
前期市值: $318.5K
In Q4 2025, MA Private Wealth made 47 total portfolio adjustments, initiating 5 new buys, adding to 12 positions, trimming 28 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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