Massachusetts Wealth Management
•CIK: 1966011•Filing: Q4 2025
**Massachusetts Wealth Management** manages $215M across a diversified portfolio of 93 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including XLK at $12.2M and JPST at $10.9M. Further allocations are notable in financials and technology names, evidenced by JPM ($6.4M), TRVC ($6.0M), and AAPL ($5.9M). This structure suggests a tactical, growth-oriented mandate favoring established market leaders.
Total AUM
$214.9M
QoQ Performance
+6.7%
Positions
82
Top 10 Concentration
31.3%
Latest Filing
Q4 2025
Top Holdings Allocation
XLK
JPST
XLK5.7%
JPST5.1%
JPM3.0%
C2.8%
XLI2.7%
AAPL2.7%
XLF2.7%
VCSH2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.7%
Technology9.9%
Financial9.6%
Industrial8.2%
Healthcare7.5%
Energy5.6%
Consumer4.9%
Consumer Staples2.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑47 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022