Massachusetts Wealth Management
All 13F Filings
- Location
- North Andover, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 230,747
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 4/15/2026 | 98 | 230,747 | 13F-HR | Massachusetts Wealth Management |
| Q4 2025 | 1/26/2026 | 93 | 214,917 | 13F-HR | Massachusetts Wealth Management |
| Q3 2025 | 10/21/2025 | 96 | 201,525 | 13F-HR | Massachusetts Wealth Management |
| Q2 2025 | 7/23/2025 | 94 | 177,313 | 13F-HR | Massachusetts Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 168 K | 72.8% | 0 | 30.06 K | -30.06 K |
| ETFs | 60.56 K | 26.2% | 45.94 K | 0 | 45.94 K |
| Debt | 2.175 K | 0.9% | 0 | 52 | -52 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
230,747
Holdings
98
QoQ value change ($000)
15,830
(7.4%)
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.