MCCARTER PRIVATE WEALTH SERVICES LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 289,813
- 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 | 8/5/2026 | 179 | 289,813 | 13F-HR | MCCARTER PRIVATE WEALTH SERVICES LLC |
| Q1 2026 | 5/14/2026 | 171 | 230,004 | 13F-HR | MCCARTER PRIVATE WEALTH SERVICES LLC |
| Q4 2025 | 2/10/2026 | 154 | 222,493 | 13F-HR | MCCARTER PRIVATE WEALTH SERVICES LLC |
| Q3 2025 | 10/22/2025 | 126 | 195,266 | 13F-HR | MCCARTER PRIVATE WEALTH SERVICES LLC |
| Q2 2025 | 8/4/2025 | 118 | 174,857 | 13F-HR | MCCARTER PRIVATE WEALTH SERVICES LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.8 K | 69.3% | 13.07 K | 0 | 13.07 K |
| ETFs | 89.04 K | 30.7% | 46.73 K | 0 | 46.73 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
289,813
Holdings
179
QoQ value change ($000)
59,809
(26.0%)
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.