§ 13F · FUND PROFILE
Massachusetts Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $177.3T (13F)Positions · 94Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$227.0B 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 JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 84K | $12.2T | 5.7% | +96% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 216K | $10.9T | 5.1% | +207% |
| 3 | JPM | JPMORGAN CHASE & CO. | 20K | $6.4T | 3.0% | −2% |
| 4 | C | CITIGROUP INC | 51K | $6.0T | 2.8% | ±0% |
| 5 | XLI | SELECT SECTOR SPDR TR | 38K | $5.9T | 2.7% | +1% |
| 6 | AAPL | APPLE INC | 22K | $5.9T | 2.7% | ±0% |
| 7 | XLF | SELECT SECTOR SPDR TR | 104K | $5.7T | 2.7% | +2% |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 64K | $5.1T | 2.4% | +7% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4.7T | 2.2% | ±0% |
| 10 | GE | GE AEROSPACE | 15K | $4.5T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MASSACHUSETTS SIGNAL
AC read
Massachusetts Wealth Management is a Other fund managing $177312.6 trillion in assets. The fund runs a portfolio of 94 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