PENSION & WEALTH MANAGEMENT ADVISORS, INC.
All 13F Filings
- Location
- Waltham, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 441,036
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 1,346 | 441,036 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q2 2026 | 8/7/2026 | 544 | 370,871 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q1 2026 | 8/7/2026 | 514 | 337,223 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q4 2025 | 8/7/2026 | 537 | 337,309 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q3 2025 | 8/7/2026 | 539 | 317,230 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q2 2025 | 8/7/2026 | 500 | 298,369 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q1 2025 | 8/7/2026 | 480 | 268,901 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q4 2024 | 8/7/2026 | 474 | 250,406 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q3 2024 | 8/7/2026 | 379 | 194,997 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q2 2024 | 8/7/2026 | 362 | 174,186 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q1 2024 | 8/7/2026 | 349 | 151,971 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q4 2023 | 8/7/2026 | 318 | 158,652 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q3 2023 | 8/7/2026 | 268 | 138,819 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q2 2023 | 8/7/2026 | 270 | 134,896 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q1 2023 | 8/7/2026 | 320 | 126,953 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| Q4 2022 | 8/7/2026 | 265 | 116,771 | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 146 K | 33.1% | 58.63 K | 0 | 58.63 K |
| ETFs | 295 K | 66.9% | 11.53 K | 0 | 11.53 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
441,036
Holdings
1346
QoQ value change ($000)
70,165
(18.9%)
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.