Institutions / MA Private Wealth
MA Private Wealth
CIK 1767474 · Institution · as of Dec 31, 2025
Portfolio value
$599.45M
Positions
83
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $76.64M | 12.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $47.65M | 7.9% |
| iShares Tr | $46.05M | 7.7% |
| Vanguard Index Fds | $34.05M | 5.7% |
| iShares MSCI UAE ETF | $33.58M | 5.6% |
| iShares Tr | $28.45M | 4.7% |
| Vanguard Bd Index Fds | $28.39M | 4.7% |
| SPDR Index Shs Fds | $25.86M | 4.3% |
| iShares MSCI UAE ETF | $19.35M | 3.2% |
| BlackRock ETF Trust | $18.42M | 3.1% |
| Vanguard World Fd | $18.06M | 3.0% |
| SPDR Series Trust | $17.60M | 2.9% |
| iShares Tr | $17.18M | 2.9% |
| BlackRock ETF Trust | $14.99M | 2.5% |
| Vanguard Scottsdale Fds | $14.39M | 2.4% |
| iShares Gold Tr | $12.72M | 2.1% |
| iShares Tr | $11.40M | 1.9% |
| iShares Tr | $9.61M | 1.6% |
| iShares MSCI UAE ETF | $9.31M | 1.6% |
| Vanguard Bd Index Fds | $9.01M | 1.5% |
| iShares Tr | $8.72M | 1.5% |
| Schwab Strategic Tr | $8.40M | 1.4% |
| Global X Fds | $7.82M | 1.3% |
| Vanguard Index Fds | $7.61M | 1.3% |
| Columbia ETF Tr II | $6.48M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.