MA Private Wealth
All 13F Filings
- Location
- San Carlos, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 671,360
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 88 | 671,360 | 13F-HR | MA Private Wealth |
| 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 | 24.36 K | 3.6% | 5.714 K | 0 | 5.714 K |
| ETFs | 647 K | 96.4% | 74.27 K | 0 | 74.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
671,360
Holdings
88
QoQ value change ($000)
79,990
(13.5%)
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.