§ 13F · FUND PROFILE
Massachusetts Wealth Management.
AUM · $262M (13F)Positions · 98Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$825K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 278K | $14M | 5.3% | +10% |
| 2 | XLK | SELECT SECTOR SPDR TR | 59K | $11M | 4.3% | +1% |
| 3 | MU | MICRON TECHNOLOGY INC | 8K | $9M | 3.5% | −2% |
| 4 | XLI | SELECT SECTOR SPDR TR | 39K | $7M | 2.8% | +2% |
| 5 | GEV | GE VERNOVA INC | 6K | $7M | 2.7% | +1% |
| 6 | C | CITIGROUP INC | 51K | $7M | 2.7% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 20K | $7M | 2.5% | ±0% |
| 8 | CAT | CATERPILLAR INC | 6K | $7M | 2.5% | ±0% |
| 9 | AAPL | APPLE INC | 21K | $6M | 2.4% | −1% |
| 10 | XOM | EXXON MOBIL CORP | 44K | $6M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MASSACHUSETTS SIGNAL
AC read
Massachusetts Wealth Management is a Other fund managing $262 million in assets. The fund runs a portfolio of 98 positions.
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