Massachusetts Wealth Management Portfolio Holdings

Massachusetts Wealth Management

  • $215 Billion
  • Q4 2025

Massachusetts Wealth Management has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $12.2B, Jp Morgan ETF Tr Ultra Short I with a value of $10.9B, Jpmorgan Chase & CO with a value of $6.43B, Citigroup Inc with a value of $5.98B, and Industrial Sector Spdr with a value of $5.91B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $202B to 215B.

Massachusetts Wealth Management is based out at North Andover, MA

Below you can find more details about Massachusetts Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $215 Billion
ETFs: $65.7 Billion
Industrials: $34.2 Billion
Financial Services: $27.1 Billion
Technology: $21.6 Billion
Healthcare: $17.2 Billion
Consumer Defensive: $14.7 Billion
Energy: $14.3 Billion
Consumer Cyclical: $6.58 Billion
Other: $8.31 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.2 Billion 5.66% of portfolio
84,496
Q4 2025 Added 96.21%
$0
$10.9 Billion 5.09% of portfolio
216,155
Q4 2025 Added 207.48%
$881B
$6.43 Billion 2.99% of portfolio
19,940
Q4 2025 Reduced 2.15%
$190B
$5.98 Billion 2.78% of portfolio
51,215
Q4 2025 Added 0.28%
$0
$5.91 Billion 2.75% of portfolio
38,100
Q4 2025 Added 1.14%
$4.3T
$5.89 Billion 2.74% of portfolio
21,650
Q4 2025 Reduced 0.5%
$0
$5.7 Billion 2.65% of portfolio
104,101
Q4 2025 Added 1.63%
$0
$5.13 Billion 2.39% of portfolio
64,401
Q4 2025 Added 7.15%
$3.78T
$4.65 Billion 2.17% of portfolio
9,624
Q4 2025 Added 0.2%
$328B
$4.55 Billion 2.12% of portfolio
14,770
Q4 2025 Added 0.31%
$490B
$4.34 Billion 2.02% of portfolio
36,094
Q4 2025 Reduced 3.0%
$413B
$4.14 Billion 1.93% of portfolio
75,230
Q4 2025 Added 0.36%
Ge Vernova Inc
-
$3.96 Billion 1.84% of portfolio
-
Q4 2025 Added 0.08%
$465B
$3.71 Billion 1.73% of portfolio
19,887
Q4 2025 Reduced 7.94%
$522B
$3.64 Billion 1.7% of portfolio
17,605
Q4 2025 Reduced 0.38%
$291B
$3.64 Billion 1.69% of portfolio
6,356
Q4 2025 Reduced 1.94%
$279B
$3.39 Billion 1.58% of portfolio
30,428
Q4 2025 Added 2.44%
$971B
$3.17 Billion 1.48% of portfolio
2,950
Q4 2025 Added 4.06%
$0
$3.15 Billion 1.47% of portfolio
70,553
Q4 2025 Added 91.91%
$303B
$3.08 Billion 1.43% of portfolio
20,194
Q4 2025 Reduced 0.24%
$317B
$3.08 Billion 1.43% of portfolio
33,050
Q4 2025 Added 1.02%
$0
$2.95 Billion 1.37% of portfolio
4,798
Q4 2025 Reduced 5.25%
$42.9B
$2.79 Billion 1.3% of portfolio
21,625
Q4 2025 Added 0.19%
$113B
$2.71 Billion 1.26% of portfolio
28,978
Q4 2025 Reduced 0.29%
$141B
$2.68 Billion 1.25% of portfolio
107,665
Q4 2025 Added 6.97%
$0
$2.69 Billion 1.25% of portfolio
25,428
Q4 2025 Reduced 7.27%
$75.4B
$2.63 Billion 1.22% of portfolio
19,797
Q4 2025 Reduced 0.43%
$662B
$2.59 Billion 1.2% of portfolio
5,152
Q4 2025 Reduced 3.29%
$1.74T
$2.53 Billion 1.18% of portfolio
8,066
Q4 2025 Added 3.0%
$65.2B
$2.52 Billion 1.17% of portfolio
4,930
Q4 2025 Reduced 0.14%
$268B
$2.48 Billion 1.16% of portfolio
8,698
Q4 2025 Reduced 7.2%
$306B
$2.48 Billion 1.16% of portfolio
35,538
Q4 2025 Added 0.54%
$91.4B
$2.44 Billion 1.14% of portfolio
15,247
Q4 2025 Added 0.15%
$235B
$2.42 Billion 1.13% of portfolio
23,007
Q4 2025 Added 3.64%
$96.9B
$2.36 Billion 1.1% of portfolio
6,065
Q4 2025 Reduced 0.57%
$144B
$2.37 Billion 1.1% of portfolio
5,081
Q4 2025 Reduced 0.99%
$0
$2.23 Billion 1.04% of portfolio
28,255
Q4 2025 Reduced 0.14%
$0
$2.23 Billion 1.04% of portfolio
28,732
Q4 2025 Added 1.11%
$404B
$2.22 Billion 1.03% of portfolio
2,575
Q4 2025 Reduced 1.6%
$414B
$2.16 Billion 1.01% of portfolio
9,465
Q4 2025 Reduced 0.43%
$30.4B
$2.18 Billion 1.01% of portfolio
27,470
Q4 2025 Reduced 0.23%
$2.39T
$2.11 Billion 0.98% of portfolio
9,135
Q4 2025 Added 2.81%
$69.4B
$2.04 Billion 0.95% of portfolio
23,265
Q4 2025 Reduced 0.58%
$183B
$2.04 Billion 0.95% of portfolio
6,242
Q4 2025 Reduced 0.11%
$204B
$1.98 Billion 0.92% of portfolio
13,801
Q4 2025 Added 1.72%
$74.9B
$1.96 Billion 0.91% of portfolio
7,968
Q4 2025 Added 1.19%
$52.4B
$1.87 Billion 0.87% of portfolio
48,625
Q4 2025 Reduced 1.1%
$367B
$1.87 Billion 0.87% of portfolio
5,445
Q4 2025 Added 0.37%
$3.98B
$1.74 Billion 0.81% of portfolio
28,510
Q4 2025 Added 4.01%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $215 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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