Master'S Wealth Management Inc. Portfolio Holdings

Master'S Wealth Management Inc.

  • $278 Billion
  • Q4 2025

Master'S Wealth Management Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $74.2B, Dimensional ETF Tr with a value of $45.4B, Vanguard Intermediate Term Tre with a value of $35B, Vanguard with a value of $26.5B, and Dimensional ETF Tr U S Target with a value of $21.6B.

Examining the 13F form we can see an increase of $47.7B in the current position value, from $230B to 278B.

Master'S Wealth Management Inc. is based out at Lancaster, PA

Below you can find more details about Master'S Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $278 Billion
ETFs: $195 Billion
Technology: $5.69 Billion
Industrials: $5.49 Billion
Financial Services: $3.41 Billion
Consumer Defensive: $1.53 Billion
Real Estate: $1.2 Billion
Communication Services: $1.1 Billion
Energy: $1.08 Billion
Other: $1.98 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.27 Billion 1.18% of portfolio
12,028
Q4 2025 Added 16.3%
$3.78T
$616 Million 0.22% of portfolio
1,274
Q4 2025 Added 192.2%
$291B
$593 Million 0.21% of portfolio
1,035
Q4 2025 Added 3.09%
$367B
$508 Million 0.18% of portfolio
1,477
Q4 2025 Added 16.39%
$346B
$474 Million 0.17% of portfolio
3,310
Q4 2025 New
$1.65T
$442 Million 0.16% of portfolio
1,412
Q4 2025 New
$881B
$360 Million 0.13% of portfolio
1,118
Q4 2025 New
$405B
$322 Million 0.12% of portfolio
301
Q4 2025 Added 25.42%
$266B
$305 Million 0.11% of portfolio
1,029
Q4 2025 New
$306B
$290 Million 0.1% of portfolio
4,149
Q4 2025 New
$1.46T
$290 Million 0.1% of portfolio
953
Q4 2025 Reduced 2.06%
$522B
$243 Million 0.09% of portfolio
1,172
Q4 2025 New
$319B
$245 Million 0.09% of portfolio
3,180
Q4 2025 New
$328B
$219 Million 0.08% of portfolio
711
Q4 2025 New
$235B
$206 Million 0.07% of portfolio
1,956
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $278 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 20 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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