MTC Wealth Management LLC - Portfolio overview

MTC Wealth Management LLC has 13 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 21.18%
2. SPY - STATE STR SPDR S&P 500 ETF T, 15.75%
3. IEFA - ISHARES TR, 14.94%

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

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