SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Massachusetts Wealth Management

CIK 0001966011 · 807 TURNPIKE STREET, NORTH ANDOVER, MA, 01845 · 978-685-1050

Reported Value
$215M
Q4 2025
Positions
93
Filings on Record
14
2019–present window
Filed
Jan 26, 2026
original filing

Summary

Massachusetts Wealth Management reported $215M in U.S.-listed holdings across 93 positions for Q4 2025.

Its largest position, Select Sector Spdr Tr, represents 5.7% of the portfolio.

Compared with Q3 2025, the fund opened 1 new position and exited 4.

Portfolio Metrics

Turnover
+2.8%
vs prior filed quarter
Top-10 Concentration
+31.3%
share of reported value
Largest Position
+5.7%
Select Sector Spdr Tr
New / Exited
1 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $104MQ4 ’22Q1 ’23: $97MQ2 ’23: $105MQ2 ’23Q3 ’23: $109MQ4 ’23: $124MQ4 ’23Q1 ’24: $142MQ2 ’24: $149MQ2 ’24Q3 ’24: $159MQ4 ’24: $162MQ4 ’24Q1 ’25: $146MQ2 ’25: $177MQ2 ’25Q3 ’25: $202MQ4 ’25: $215MQ4 ’25Q1 ’26: $231Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 67.7%ETP: 30.6%Other: 1.7%ADR: 0.1%
  • Common Stock · 67.7% · $145M
  • ETP · 30.6% · $66M
  • Other · 1.7% · $4M
  • ADR · 0.1% · $257,404

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TDTORONTO DOMINION BK ONTNEW+2.4K2.4K+$227,022$227,022
J P MORGAN EXCHANGE TRADED FADDED+145.9K216.2K+$7M$11M
KELKELLANOVASOLD OUT13.3K0$1M$0
SPDR SERIES TRUSTSOLD OUT1.7K0$230,689$0
VPUVANGUARD WORLD FDSOLD OUT1.1K0$208,351$0
FBTCFIDELITY WISE ORIGIN BITCOINSOLD OUT2.1K0$206,307$0
SELECT SECTOR SPDR TRADDED+41.4K84.5K+$27,152$12M
XLESELECT SECTOR SPDR TRADDED+33.8K70.6K$130,071$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

45 positions
#IssuerClass% PortfolioValueShares
1XLFSELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET IND · STATE STREET FIN · STATE STREET HEA · STATE STREET ENE · STATE STREET CON15.25%$33M349.3K
2J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF5.09%$11M216.2K
3JPMJPMORGAN CHASE & CO.history →COM2.99%$6M19.9K
4TRVCCITIGROUP INChistory →COM NEW2.78%$6M51.2K
5AAPLAPPLE INChistory →COM2.74%$6M21.6K
6VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD2.39%$5M64.4K
7MSFTMICROSOFT CORPhistory →COM2.17%$5M9.6K
8GE AEROSPACECOM NEW2.12%$5M14.8K
9EXMOCEXXON MOBIL CORPhistory →COM2.02%$4M36.1K
10BACBANK AMERICA CORPhistory →COM1.93%$4M75.2K
11GEVGE VERNOVA INChistory →COM1.84%$4M6.1K
12NVDANVIDIA CORPORATIONhistory →COM1.73%$4M19.9K
13JNJJOHNSON & JOHNSONhistory →COM1.70%$4M17.6K
14CATCATERPILLAR INChistory →COM1.69%$4M6.4K
15WMTWALMART INChistory →COM1.58%$3M30.4K
16LLYELI LILLY & COhistory →COM1.48%$3M3.0K
17WFCWELLS FARGO CO NEWhistory →COM1.43%$3M33.0K
18CHVCHEVRON CORP NEWhistory →COM1.43%$3M20.2K
19NDQINVESCO QQQ TRhistory →UNIT SER 11.37%$3M4.8K
20STTSTATE STR CORPhistory →COM1.30%$3M21.6K
21COPCONOCOPHILLIPShistory →COM1.26%$3M29.0K
22ISHARES TREXPANDED TECH1.25%$3M25.4K
23PFEPFIZER INChistory →COM1.25%$3M107.7K
24EMREMERSON ELEC COhistory →COM1.22%$3M19.8K
25BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.20%$3M5.2K
26GOOGALPHABET INChistory →CAP STK CL C1.18%$3M8.1K
27CMICUMMINS INChistory →COM1.17%$3M4.9K
28KOCOCA COLA COhistory →COM1.16%$2M35.5K
29MUMICRON TECHNOLOGY INChistory →COM1.16%$2M8.7K
30MMM3M COhistory →COM1.14%$2M15.2K
31MRKMERCK & CO INChistory →COM1.13%$2M23.0K
32DEDEERE & COhistory →COM1.10%$2M5.1K
33TRANE TECHNOLOGIES PLCSHS1.10%$2M6.1K
34VANGUARD BD INDEX FDSSHORT TRM BOND1.04%$2M28.3K
35COSTCOSTCO WHSL CORP NEWhistory →COM1.03%$2M2.6K
36IRINGERSOLL RAND INChistory →COM1.01%$2M27.5K
37ABBVABBVIE INChistory →COM1.01%$2M9.5K
38AMZNAMAZON COM INCCOM0.98%$2M9.1K
39AMGNAMGEN INCCOM0.95%$2M6.2K
40GLWCORNING INCCOM0.95%$2M23.3K
41PEPPEPSICO INCCOM0.92%$2M13.8K
42ITWILLINOIS TOOL WKS INCCOM0.91%$2M8.0K
43HDHOME DEPOT INCCOM0.87%$2M5.4K
44SLBSLB LIMITEDCOM STK0.87%$2M48.6K
45KTBKONTOOR BRANDS INCCOM0.81%$2M28.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$231M98Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$215M93Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$202M96Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$177M94Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$146M83Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$162M90Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$159M88Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$149M93Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$142M91Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$124M88Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$109M85Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$105M82Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$97M80Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$104M80Feb 17, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.