MTC Wealth Management LLC
MTC Wealth Management LLC reported 14 positions worth $222.9M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AGG (19.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $44.3M | 19.86% | 447,318 | — | — | |
| ▸ 2 | SPY | SH | $37.1M | 16.64% | 49,682 | — | — | |
| ▸ 3 | IEFA | SH | $33.1M | 14.83% | 342,326 | — | — | |
| ▸ 4 | IGSB | SH | $13.3M | 5.98% | 254,281 | — | — | |
| ▸ 5 | LQD | SH | $13.2M | 5.93% | 121,283 | — | — | |
| ▸ 6 | IJH | SH | $13.0M | 5.82% | 168,260 | — | — | |
| ▸ 7 | VUG | SH | $12.4M | 5.55% | 143,593 | — | — | |
| ▸ 8 | VTV | SH | $11.9M | 5.33% | 54,553 | — | — | |
| ▸ 9 | IJR | SH | $9.8M | 4.38% | 65,876 | — | — | |
| ▸ 10 | GSEW | SH | $9.2M | 4.14% | 97,732 | — | — |
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Frequently Asked Questions
What stocks does MTC Wealth Management LLC hold as of Q2 2026?
MTC Wealth Management LLC reported 14 positions worth $222.9M in its Q2 2026 13F filing. Largest positions: AGG (19.9%), SPY (16.6%), IEFA (14.8%), IGSB (6.0%) and LQD (5.9%).
What did MTC Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MTC Wealth Management LLC 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.