MA Private Wealth

MA Private Wealth reported 88 holdings worth US$671M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

MA Private Wealth reported 88 holdings worth US$671M as of Jun 30, 2026. Largest: Apple Inc, Advanced Micro Devices Inc and Micron Technology, Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
88
Value as reported
US$671M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc16,564US$4.79M0.71%
Advanced Micro Devices Inc7,226US$4.2M0.63%
Micron Technology, Inc.2,724US$3.14M0.47%
Alphabet Inc (google) Class C5,797US$2.07M0.31%
Servicenow, Inc.19,538US$1.94M0.29%
Broadcom Inc.2,594US$980K0.15%
Cisco Systems, Inc.6,505US$764K0.11%
Microsoft Corp.1,927US$719K0.11%
Amazon.com, Inc.3,003US$716K0.11%
Tesla, Inc.1,526US$642K0.10%
Chevron Corporation3,487US$578K0.09%
International Business Machines Corporation1,960US$551K0.08%
Nvidia Corporation2,635US$527K0.08%
Exxon Mobil Corporation3,407US$466K0.07%
Maplight Therapeutics, Inc.10,389US$372K0.06%
Johnson & Johnson1,411US$358K0.05%
Abbvie Inc.1,273US$320K0.05%
Oracle Corporation1,919US$281K0.04%
Ge Aerospace685US$256K0.04%
Jp Morgan Chase & Co.737US$241K0.04%
Roblox Corporation4,353US$237K0.04%
Netflix, Inc.2,839US$203K0.03%
Meta Platforms, Inc.0US$00.00%

Source

View original at SEC

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