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 Market Cap. of $200 Billions or more
