MWA Asset Management
All 13F Filings
- Location
- Danvers, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 179,451
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 121 | 179,451 | 13F-HR | MWA Asset Management |
| Q3 2025 | 11/4/2025 | 126 | 181,116 | 13F-HR | MWA Asset Management |
| Q2 2025 | 8/12/2025 | 118 | 163,395 | 13F-HR | MWA Asset Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 164.3 K | 91.6% | 0 | 565 | -565 |
| ETFs | 15.12 K | 8.4% | 0 | 1.1 K | -1.1 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
179,451
Holdings
121
QoQ value change ($000)
-1,665
(-0.9%)
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.