MA Private Wealth has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 87 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings being Vanguard Index Funds S&P 500 ETF Shares and iShares S&P 500 Growth ETF. These funds represent the largest positions in the portfolio by number of shares.
In addition to broad market ETFs, the filing includes individual stock positions. Apple Inc. is the largest single stock holding, listed with 16,438 shares. Other notable individual stock positions include Advanced Micro Devices Inc., Alphabet Inc. Class C, Broadcom Inc., and Micron Technology Inc.
The filing also lists several other ETFs, including iShares Core S&P 500 ETF, SPDR S&P 500 ETF Trust, and various bond and international equity ETFs. The report was signed by Erica Arroyo, the Chief Compliance Officer for MA Private Wealth.
