13F Insight
DOSSIER · 13F-HR · Q1 2025

Monterey Private Wealth, Inc.

$339M in tracked AUM across 138 positions as of Q1 2025.

MP
CIK 0001839826 · last filed Mar 31, 2025
Total AUM
$339M
as of Q1 2025
Holdings
138
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Monterey Private Wealth, Inc. filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q1Mar 31
$339M▲ 11.9%
138 positionsLocked2024Q4Dec 31
$303M▲ 3.3%
141 positionsLocked2024Q3Sep 30
$294M▲ 9.7%
124 positionsLocked2024Q2Jun 30
$267M▲ 7.4%
118 positionsLocked2024Q1Mar 31
$249M▲ 12.5%
112 positionsLocked2023Q4Dec 31
$222M▲ 11.4%
105 positionsLocked2023Q3Sep 30
$199M▼ 3.6%
95 positionsLocked2023Q2Jun 30
$206M▲ 6.0%
105 positionsLocked2023Q1Mar 31
$195M▲ 5.1%
101 positionsLocked2022Q4Dec 31
$185M▲ 11.0%
99 positionsLocked2022Q3Sep 30
$167M▼ 4.6%
97 positionsLocked2022Q2Jun 30
$175M▼ 15.5%
102 positionsLocked
Showing 12 of 22