MA Private Wealth
MA Private Wealth reported 88 positions worth $671.4M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (12.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $86.2M | 12.84% | 125,554 | — | — | |
| ▸ 2 | IVW | SH | $54.4M | 8.11% | 395,664 | — | — | |
| ▸ 3 | DYNF | SH | $53.8M | 8.02% | 791,623 | — | — | |
| ▸ 4 | BND | SH | $39.5M | 5.89% | 538,277 | — | — | |
| ▸ 5 | CORO | SH | $39.2M | 5.83% | 1,070,099 | — | — | |
| ▸ 6 | SPTL | SH | $38.6M | 5.75% | 1,470,776 | — | — | |
| ▸ 7 | QUAL | SH | $38.0M | 5.66% | 173,019 | — | — | |
| ▸ 8 | VTV | SH | $37.6M | 5.60% | 172,629 | — | — | |
| ▸ 9 | BAI | SH | $24.7M | 3.68% | 468,378 | — | — | |
| ▸ 10 | THRO | SH | $21.3M | 3.17% | 492,941 | — | — |
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Frequently Asked Questions
What stocks does MA Private Wealth hold as of Q2 2026?
MA Private Wealth reported 88 positions worth $671.4M in its Q2 2026 13F filing. Largest positions: VOO (12.8%), IVW (8.1%), DYNF (8.0%), BND (5.9%) and CORO (5.8%).
What did MA Private Wealth buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MA Private Wealth sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.