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MA Private Wealth - Portfolio Stock Holdings

MA Private Wealth disclosed 90 stock positions in a recent SEC 13F filing. $671,359,701 of stock holdings were filed, with the largest holdings including VOO, IVW, and DYNF. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

90

Est. Stock Holding Value:

$671,359,701

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MA Private Wealth

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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