§ 13F · FUND PROFILE
MA Private Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $559.0T (13F)Positions · 80Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 122K | $76.6T | 12.8% | −15% |
| 2 | DYNF | BLACKROCK ETF TRUST | 784K | $47.6T | 7.9% | +7% |
| 3 | IVW | ISHARES TR | 374K | $46.0T | 7.7% | −4% |
| 4 | VTV | VANGUARD INDEX FDS | 178K | $34.1T | 5.7% | +4% |
| 5 | QUAL | ISHARES TR | 169K | $33.6T | 5.6% | +1% |
| 6 | EFV | ISHARES TR | 398K | $28.5T | 4.7% | −1% |
| 7 | BND | VANGUARD BD INDEX FDS | 383K | $28.4T | 4.7% | −15% |
| 8 | SPEM | SPDR INDEX SHS FDS | 552K | $25.9T | 4.3% | +598% |
| 9 | IGLB | ISHARES TR | 383K | $19.3T | 3.2% | +6% |
| 10 | THRO | BLACKROCK ETF TRUST | 478K | $18.4T | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MA SIGNAL
AC read
MA Private Wealth is a Other fund managing $558952.6 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed