MA Private Wealth
All 13F Filings
- Location
- San Carlos, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 591,370
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 86 | 591,370 | 13F-HR | MA Private Wealth |
| Q4 2025 | 2/3/2026 | 83 | 599,448 | 13F-HR | MA Private Wealth |
| Q3 2025 | 11/6/2025 | 80 | 594,697 | 13F-HR | MA Private Wealth |
| Q2 2025 | 7/24/2025 | 80 | 558,953 | 13F-HR | MA Private Wealth |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.64 K | 3.2% | 0 | 196 K | -196 K |
| ETFs | 572.7 K | 96.8% | 187.9 K | 0 | 187.9 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
591,370
Holdings
86
QoQ value change ($000)
-8,078
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.