13F Insight
DOSSIER · 13F-HR · Q2 2026

MA Private Wealth

$671M in tracked AUM across 88 positions as of Q2 2026.

MP
CIK 0001767474 · last filed Jun 30, 2026
Total AUM
$671M
as of Q2 2026
Holdings
88
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MA Private Wealth filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$86M126K12.8%02
IVW
ISHARES TR
$54M396K8.1%03
DYNF
BLACKROCK ETF TRUST
$54M792K8.0%04
BND
VANGUARD BD INDEX FDS
$40M538K5.9%05
CORO
BLACKROCK ETF TRUST
$39M1.1M5.8%06
SPTL
SPDR SERIES TRUST
$39M1.5M5.7%07
QUAL
ISHARES TR
$38M173K5.7%08
VTV
VANGUARD INDEX FDS
$38M173K5.6%09
BAI
BLACKROCK ETF TRUST
$25M468K3.7%10
THRO
BLACKROCK ETF TRUST
$21M493K3.2%

Filing history

2026Q2Jun 30
$671M▲ 13.5%
88 positionsView →2026Q1Mar 31
$591M▼ 1.3%
86 positionsView →2025Q4Dec 31
$599M▲ 0.8%
83 positionsView →2025Q3Sep 30
$595M▲ 6.4%
80 positionsLocked2025Q2Jun 30
$559M▲ 5.1%
80 positionsLocked2025Q1Mar 31
$532M▼ 0.6%
75 positionsLocked2024Q4Dec 31
$535M▼ 0.0%
72 positionsLocked2024Q3Sep 30
$535M▲ 5.8%
71 positionsLocked2024Q2Jun 30
$506M▲ 2.5%
75 positionsLocked2024Q1Mar 31
$493M▲ 5.1%
68 positionsLocked2023Q4Dec 31
$469M▲ 10.9%
76 positionsLocked2023Q3Sep 30
$423M▼ 1.9%
72 positionsLocked
Showing 12 of 31