MASTER'S WEALTH MANAGEMENT INC.
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,328
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 91 | 332,328 | 13F-HR | MASTER'S WEALTH MANAGEMENT INC. |
| Q1 2026 | 4/23/2026 | 82 | 295,251 | 13F-HR | MASTER'S WEALTH MANAGEMENT INC. |
| Q4 2025 | 1/21/2026 | 65 | 278,095 | 13F-HR | MASTER'S WEALTH MANAGEMENT INC. |
| Q3 2025 | 11/3/2025 | 48 | 230,428 | 13F-HR | MASTER'S WEALTH MANAGEMENT INC. |
| Q2 2025 | 7/29/2025 | 45 | 214,315 | 13F-HR | MASTER'S WEALTH MANAGEMENT INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.91 K | 10.8% | 6.084 K | 0 | 6.084 K |
| ETFs | 296.4 K | 89.2% | 31 K | 0 | 31 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
332,328
Holdings
91
QoQ value change ($000)
37,077
(12.6%)
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.