MA Private Wealth — 13F holdings

MA Private Wealth reported 88 holdings worth $671M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $86.2M (12.8%)
  2. IVW ISHARES TR — $54.4M (8.1%)
  3. DYNF BLACKROCK ETF TRUST — $53.8M (8.0%)
  4. BND VANGUARD BD INDEX FDS — $39.5M (5.9%)
  5. CORO BLACKROCK ETF TRUST — $39.2M (5.8%)
  6. SPTL SPDR SERIES TRUST — $38.6M (5.7%)
  7. QUAL ISHARES TR — $38.0M (5.7%)
  8. VTV VANGUARD INDEX FDS — $37.6M (5.6%)
  9. BAI BLACKROCK ETF TRUST — $24.7M (3.7%)
  10. THRO BLACKROCK ETF TRUST — $21.3M (3.2%)