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

Massachusetts Wealth Management

$262M in tracked AUM across 98 positions as of Q2 2026.

MW
CIK 0001966011 · last filed Jun 30, 2026
Total AUM
$262M
as of Q2 2026
Holdings
98
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Massachusetts Wealth Management 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
JPST
J P MORGAN EXCHANGE TRADED F
$14M278K5.3%02
XLK
SELECT SECTOR SPDR TR
$11M59K4.3%03
MU
MICRON TECHNOLOGY INC
$9M8K3.5%04
XLI
SELECT SECTOR SPDR TR
$7M39K2.8%05
GEV
GE VERNOVA INC
$7M6K2.7%06
C
CITIGROUP INC
$7M51K2.7%07
JPM
JPMORGAN CHASE & CO
$7M20K2.5%08
CAT
CATERPILLAR INC
$7M6K2.5%09
AAPL
APPLE INC
$6M21K2.4%10
XOM
EXXON MOBIL CORP
$6M44K2.3%

Filing history

2026Q2Jun 30
$262M▲ 13.8%
98 positionsView →2026Q1Mar 31
$231M▲ 7.4%
98 positionsView →2025Q4Dec 31
$215M▲ 6.6%
93 positionsView →2025Q3Sep 30
$202M▲ 13.7%
96 positionsView →2025Q2Jun 30
$177M▲ 21.6%
94 positionsLocked2025Q1Mar 31
$146M▼ 10.0%
83 positionsLocked2024Q4Dec 31
$162M▲ 2.1%
90 positionsLocked2024Q3Sep 30
$159M▲ 6.5%
88 positionsLocked2024Q2Jun 30
$149M▲ 5.0%
93 positionsLocked2024Q1Mar 31
$142M▲ 14.5%
91 positionsLocked2023Q4Dec 31
$124M▲ 13.8%
88 positionsLocked2023Q3Sep 30
$109M▲ 4.2%
85 positionsLocked
Showing 12 of 15