§ 13F · FUND PROFILE
Monterey Private Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 138Turnover · — · Q1Filed · May 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 192K | $52.9T | 15.6% | — |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 759K | $38.6T | 11.4% | — |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 42 | $33.5T | 9.9% | — |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 37K | $19.8T | 5.8% | — |
| 5 | AAPL | APPLE INC | 78K | $17.4T | 5.1% | — |
| 6 | VB | VANGUARD INDEX FDS | 70K | $15.4T | 4.5% | — |
| 7 | DGRW | WISDOMTREE TR | 135K | $10.8T | 3.2% | — |
| 8 | EFA | ISHARES TR | 116K | $9.5T | 2.8% | — |
| 9 | DGRO | ISHARES TR | 148K | $9.1T | 2.7% | — |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 147K | $8.9T | 2.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONTEREY SIGNAL
AC read
Monterey Private Wealth, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed