MTC Wealth Management LLC — 13F holdings

MTC Wealth Management LLC reported 14 holdings worth $223M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

  1. AGG ISHARES TR — $44.3M (19.9%)
  2. SPY SPDR S&P 500 ETF TR — $37.1M (16.6%)
  3. IEFA ISHARES TR — $33.1M (14.8%)
  4. IGSB ISHARES TR — $13.3M (6.0%)
  5. LQD ISHARES TR — $13.2M (5.9%)
  6. IJH ISHARES TR — $13.0M (5.8%)
  7. VUG VANGUARD INDEX FDS — $12.4M (5.5%)
  8. VTV VANGUARD INDEX FDS — $11.9M (5.3%)
  9. IJR ISHARES TR — $9.77M (4.4%)
  10. GSEW GOLDMAN SACHS ETF TR — $9.23M (4.1%)