MA Private Wealth - Portfolio overview

MA Private Wealth has 90 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 12.59%
2. DYNF - BLACKROCK ETF TRUST, 7.67%
3. IVW - ISHARES TR, 7.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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