Mwa Asset Management Portfolio Holdings

Mwa Asset Management

  • $179 Billion
  • Q4 2025

Mwa Asset Management has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $8.27B, Apple Inc. with a value of $7.35B, Nvidia Corp with a value of $7.24B, Seagate Technology Holdings PLC with a value of $6.79B, and Alphabet Inc. with a value of $6.59B.

Examining the 13F form we can see an decrease of $1.67B in the current position value, from $181B to 179B.

Mwa Asset Management is based out at Lexington, MA

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

Portfolio value $179 Billion
Technology: $49.7 Billion
Industrials: $32.2 Billion
ETFs: $28.2 Billion
Financial Services: $17.1 Billion
Communication Services: $13.8 Billion
Consumer Cyclical: $13 Billion
Healthcare: $8.91 Billion
Consumer Defensive: $6.12 Billion
Other: $2.98 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$8.27 Billion 4.61% of portfolio
23,898
Q4 2025 Reduced 6.92%
$4.3T
$7.35 Billion 4.1% of portfolio
27,046
Q4 2025 Reduced 2.18%
$465B
$7.24 Billion 4.04% of portfolio
38,827
Q4 2025 Reduced 0.94%
$53.3B
$6.79 Billion 3.79% of portfolio
24,668
Q4 2025 Reduced 12.93%
$1.74T
$6.59 Billion 3.67% of portfolio
20,996
Q4 2025 Reduced 6.13%
$291B
$6.45 Billion 3.6% of portfolio
11,261
Q4 2025 Reduced 4.26%
$1.37T
$5.27 Billion 2.94% of portfolio
7,984
Q4 2025 Added 6.81%
$2.39T
$5.28 Billion 2.94% of portfolio
22,880
Q4 2025 Added 0.14%
$3.78T
$5.18 Billion 2.89% of portfolio
10,720
Q4 2025 Reduced 0.21%
$144B
$4.29 Billion 2.39% of portfolio
9,217
Q4 2025 Added 7.86%
$55.9B
$4.19 Billion 2.33% of portfolio
5,176
Q4 2025 Reduced 2.56%
$414B
$3.98 Billion 2.22% of portfolio
17,407
Q4 2025 Reduced 2.68%
$404B
$3.67 Billion 2.04% of portfolio
4,255
Q4 2025 Added 0.24%
$367B
$3.31 Billion 1.84% of portfolio
9,607
Q4 2025 Added 10.27%
$533B
$3.18 Billion 1.77% of portfolio
9,076
Q4 2025 Reduced 3.49%
$258B
$3.13 Billion 1.74% of portfolio
17,074
Q4 2025 Reduced 1.43%
$34.7B
$2.91 Billion 1.62% of portfolio
23,124
Q4 2025 Reduced 2.53%
$881B
$2.87 Billion 1.6% of portfolio
8,909
Q4 2025 Reduced 6.24%
$98.1B
$2.64 Billion 1.47% of portfolio
17,159
Q4 2025 Reduced 1.99%
$413B
$2.62 Billion 1.46% of portfolio
47,623
Q4 2025 Reduced 0.22%
$490B
$2.6 Billion 1.45% of portfolio
21,631
Q4 2025 Reduced 0.16%
$65.2B
$2.41 Billion 1.35% of portfolio
4,731
Q4 2025 Added 2.25%
$1.46T
$2.34 Billion 1.3% of portfolio
7,691
Q4 2025 Reduced 3.86%
$279B
$1.89 Billion 1.05% of portfolio
16,991
Q4 2025 Reduced 6.91%
$266B
$1.88 Billion 1.05% of portfolio
6,333
Q4 2025 Reduced 2.78%
$46.8B
$1.84 Billion 1.02% of portfolio
1,820
Q4 2025 Reduced 2.73%
$61.4B
$1.67 Billion 0.93% of portfolio
9,076
Q4 2025 Reduced 2.43%
$190B
$1.62 Billion 0.9% of portfolio
13,886
Q4 2025 Added 0.95%
$328B
$1.57 Billion 0.87% of portfolio
5,095
Q4 2025 New
$86.4B
$1.5 Billion 0.84% of portfolio
4,807
Q4 2025 Reduced 4.92%
$170B
$1.51 Billion 0.84% of portfolio
9,844
Q4 2025 Added 3.85%
$111B
$1.46 Billion 0.81% of portfolio
3,216
Q4 2025 Added 0.56%
$174B
$1.38 Billion 0.77% of portfolio
8,564
Q4 2025 Reduced 10.17%
$512B
$1.28 Billion 0.71% of portfolio
2,241
Q4 2025 Reduced 5.88%
$169B
$1.22 Billion 0.68% of portfolio
7,961
Q4 2025 Added 310.36%
$67.3B
$1.17 Billion 0.65% of portfolio
4,022
Q4 2025 Added 0.25%
$85.9B
$1.05 Billion 0.59% of portfolio
4,794
Q4 2025 Reduced 5.87%
$6.15B
$1.02 Billion 0.57% of portfolio
20,301
Q4 2025 Reduced 3.22%
$183B
$991 Million 0.55% of portfolio
3,027
Q4 2025 Reduced 1.34%
$54.5B
$948 Million 0.53% of portfolio
4,885
Q4 2025 Added 16.39%
$161B
$871 Million 0.49% of portfolio
717
Q4 2025 Reduced 1.92%
$12.2B
$872 Million 0.49% of portfolio
4,883
Q4 2025 Reduced 1.39%
$255B
$820 Million 0.46% of portfolio
2,217
Q4 2025 Reduced 4.11%
$1.65T
$788 Million 0.44% of portfolio
2,516
Q4 2025 Reduced 0.79%
$172B
$789 Million 0.44% of portfolio
19,373
Q4 2025 Reduced 38.33%
$224B
$768 Million 0.43% of portfolio
2,513
Q4 2025 Reduced 14.35%
$43.4B
$746 Million 0.42% of portfolio
4,254
Q4 2025 Added 2.24%
$132B
$738 Million 0.41% of portfolio
3,784
Q4 2025 Added 3.25%
$96.9B
$700 Million 0.39% of portfolio
1,798
Q4 2025 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $179 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
Track This Portfolio

Track Mwa Asset Management Portfolio

Follow Mwa Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mwa Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Mwa Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email