Mtc Wealth Management LLC Portfolio Holdings

Mtc Wealth Management LLC

  • $209 Million
  • Q4 2025

Mtc Wealth Management LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $209 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $41.2M, Spdr S&P 500 ETF Trust with a value of $39.1M, Ishares Tr with a value of $21.7M, Vanguard Value ETF with a value of $21M, and Ishares Iboxx $ Investment Gra with a value of $12.4M.

Examining the 13F form we can see an decrease of $4.05M in the current position value, from $213M to 209M.

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

Portfolio value $209 Million
ETFs: $209 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $209 Million
  • Prior Value $213 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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