DOSSIER · 13F-HR · Q3 2026
MASTER'S WEALTH MANAGEMENT INC.
$343M in tracked AUM across 85 positions as of Q3 2026.
MW
CIK 0002056521 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive SEC 13F Analysis: Master's Wealth Management Inc.
Portfolio Overview
Master's Wealth Management Inc. manages a portfolio valued at approximately $278.09 million as of December 31, 2025, representing a significant growth of +26.9% from the previous quarter's value of $219.09 million. The portfolio comprises 65 holdings, reflecting a strategy that prioritizes diversification through fund allocation while maintaining a selection of individual equities. The firm demo...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.