Monterey Private Wealth, Inc. - Portfolio overview

Monterey Private Wealth, Inc. has 138 reported holdings in this dataset, with the latest filing dated 2025-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 15.58%
2. VEA - VANGUARD TAX-MANAGED FDS, 11.37%
3. BRKA - BERKSHIRE HATHAWAY INC DEL, 9.88%

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

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