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MA Private Wealth

All holdings · as of Dec 31, 2025

83 positions

CompanyClassValueShares% of portfolio
ISHARES TR$944.5K22,8360.2%
Broadcom Inc.$902.3K2,6070.2%
ISHARES TR$900.1K13,1210.2%
VANGUARD TAX-MANAGED FDS$845.0K13,5270.1%
VANGUARD INDEX FDS$801.7K3,1080.1%
MICRON TECHNOLOGY INC$777.5K2,7240.1%
ISHARES TR$764.6K32,6960.1%
MICROSOFT CORP$759.3K1,5700.1%
INTERNATIONAL BUSINESS MACHINES CORP$652.0K2,2010.1%
iShares MSCI UAE ETF$601.1K7,9970.1%
CHEVRON CORP$547.2K3,5900.1%
ISHARES TR$539.2K1,4440.1%
ISHARES INC$534.3K12,0960.1%
ISHARES TR$528.8K10,0000.1%
ISHARES TR$497.3K1,4500.1%
ISHARES TR$478.2K9,9930.1%
ORACLE CORP$422.2K2,1660.1%
Tesla Inc$421.4K9370.1%
EXXON MOBIL CORP$417.1K3,4660.1%
Amazon.com Inc$383.9K1,6630.1%
NVIDIA Corp$355.6K1,9070.1%
BLACKROCK ETF TRUST$348.8K6,3810.1%
SPDR INDEX SHS FDS$321.5K7,2400.1%
VANGUARD INDEX FDS$317.5K1,0940.1%
SELECT SECTOR SPDR TR$308.9K6,9080.1%
JOHNSON & JOHNSON$303.6K1,4670.1%
GRAYSCALE BITCOIN TRUST ETF$262.3K3,8370.0%
AbbVie Inc.$261.4K1,1440.0%
VANGUARD WHITEHALL FDS$242.1K1,6870.0%
JPMORGAN CHASE & CO$232.3K7210.0%
ISHARES TR$228.6K2,4040.0%
VANGUARD INDEX FDS$225.3K6720.0%
GENERAL ELECTRIC CO$208.8K6780.0%
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