§ 13F · FUND PROFILE
Massachusetts Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202M (13F)Positions · 96Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 252K | $13M | 5.5% | +17% |
| 2 | XLK | SELECT SECTOR SPDR TR | 59K | $8M | 3.4% | −30% |
| 3 | XOM | EXXON MOBIL CORP | 45K | $8M | 3.3% | +24% |
| 4 | XLI | SELECT SECTOR SPDR TR | 39K | $6M | 2.7% | +1% |
| 5 | JPM | JPMORGAN CHASE & CO | 20K | $6M | 2.6% | +3% |
| 6 | CVX | CHEVRON CORPORATION | 28K | $6M | 2.6% | +41% |
| 7 | C | CITIGROUP INC | 51K | $6M | 2.5% | +1% |
| 8 | COP | CONOCOPHILLIPS | 43K | $6M | 2.5% | +49% |
| 9 | AAPL | APPLE INC | 22K | $5M | 2.4% | ±0% |
| 10 | GEV | GE VERNOVA INC | 6K | $5M | 2.3% | ±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 $202 million in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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