Massachusetts Wealth Management
All 13F Filings
- Location
- North Andover, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 248,099
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 96 | 248,099 | 13F-HR | Massachusetts Wealth Management |
| Q2 2026 | 8/3/2026 | 98 | 262,499 | 13F-HR | Massachusetts Wealth Management |
| 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 | 174.6 K | 70.4% | 0 | 16.64 K | -16.64 K |
| ETFs | 71.42 K | 28.8% | 2.328 K | 0 | 2.328 K |
| Debt | 2.054 K | 0.8% | 0 | 84 | -84 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
248,099
Holdings
96
QoQ value change ($000)
-14,400
(-5.5%)
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.