Massachusetts Wealth Management holds a diversified book of 98 stocks worth $262.5M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Best Buy Co Inc and trimmed Micron Technology Inc. Their largest long position is JPMorgan Ultra-Short Income at 5% of the equity book.
Massachusetts Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
+3 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Massachusetts Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Outlook Capital Management, LLC | 16 / 80 | $283.2M |
| AdviceOne Advisory Services, LLC | 24 / 80 | $155.5M |
| Hoffman, Alan N Investment Management | 8 / 80 | $148.2M |
| 9823 Capital, L.P. | 10 / 80 | $128.7M |
| Independent Investors Inc | 32 / 80 | $449.9M |
| Trust Asset Management LLC | 30 / 80 | $1.3B |
| Ardent Capital Management, Inc. | 14 / 80 | $198.6M |
| Hoey Investments, Inc | 59 / 80 | $631.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Massachusetts Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $14.0M | 277.5K | 5.3% | ▲+10% Added · +25K sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $11.3M | 59.5K | 4.3% | ▲+1.0% Added · +617 sh | |
| 3 | Micron Technology Inc COM | $9.3M | 8.0K | 3.5% | ▼−2.4% Reduced · −200 sh | |
| 4 | Select Sector SPDR TR ST STR INDL ETF | $7.3M | 39.2K | 2.8% | ▲+1.7% Added · +655 sh | |
| 5 | Ge Vernova Inc COM | $7.2M | 6.1K | 2.7% | ▲+0.6% Added · +35 sh | |
| 6 | Citigroup Inc COM NEW | $7.2M | 51.3K | 2.7% | ▼−0.4% Reduced · −210 sh | |
| 7 | JPMorgan Chase & Co COM | $6.7M | 20.4K | 2.5% | ▼−0.2% Reduced · −40 sh | |
| 8 | Caterpillar Inc COM | $6.5M | 6.1K | 2.5% | ▼−0.1% Reduced · −5 sh | |
| 9 | Apple Inc COM | $6.2M | 21.4K | 2.4% | ▼−0.7% Reduced · −150 sh | |
| 10 | Exxon Mobil Corp COM | $6.1M | 44.3K | 2.3% | ▼−0.6% Reduced · −250 sh | |
| 11 | Corning Inc COM | $6.0M | 23.5K | 2.3% | —Held | |
| 12 | Select Sector SPDR TR ST STR FINL ETF | $5.7M | 106.2K | 2.2% | ▲+1.7% Added · +2K sh | |
| 13 | Ge Aerospace COM NEW | $5.5M | 14.8K | 2.1% | ▲+0.8% Added · +120 sh | |
| 14 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $5.0M | 63.0K | 1.9% | ▼−0.1% Reduced · −100 sh | |
| 15 | Chevron Corporation COM | $4.7M | 28.4K | 1.8% | ▼−0.4% Reduced · −125 sh | |
| 16 | Johnson & Johnson COM | $4.5M | 17.9K | 1.7% | ▲+0.4% Added · +75 sh | |
| 17 | ConocoPhillips COM | $4.5M | 42.9K | 1.7% | ▼−1.0% Reduced · −425 sh | |
| 18 | Bank Of Amer Corp COM | $4.3M | 75.8K | 1.6% | ▲+0.2% Added · +175 sh | |
| 19 | SLB Limited COM STK | $4.2M | 89.9K | 1.6% | ▼~0% Reduced · −25 sh | |
| 20 | Select Sector SPDR TR ST STR ENERG ETF | $4.2M | 78.5K | 1.6% | ▲+2.4% Added · +2K sh | |
| 21 | Select Sector SPDR TR ST STR CARE ETF | $3.9M | 24.8K | 1.5% | ▲+3.7% Added · +890 sh | |
| 22 | Nvidia Corporation COM | $3.8M | 19.2K | 1.5% | ▲+0.4% Added · +75 sh | |
| 23 | State STR Corp COM | $3.7M | 21.6K | 1.4% | ▼−0.7% Reduced · −150 sh | |
| 24 | Microsoft Corp COM | $3.6M | 9.7K | 1.4% | ▲+0.1% Added · +10 sh | |
| 25 | Eli Lilly & Co COM | $3.6M | 3.0K | 1.4% | —Held | |
| 26 | Walmart Inc COM | $3.5M | 30.9K | 1.3% | ▲+0.4% Added · +125 sh | |
| 27 | Cummins Inc COM | $3.5M | 4.9K | 1.3% | ▲+0.4% Added · +20 sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $3.3M | 4.5K | 1.3% | ▼−0.1% Reduced · −7 sh | |
| 29 | Freeport McMoran Inc CL B | $3.3M | 52.5K | 1.3% | ▼−1.3% Reduced · −675 sh | |
| 30 | Deere & Co COM | $3.2M | 5.1K | 1.2% | ▲+1.0% Added · +50 sh | |
| 31 | Merck & Co Inc COM | $3.0M | 23.7K | 1.2% | ▲+0.5% Added · +110 sh | |
| 32 | Alphabet Inc CAP STK CL C | $3.0M | 8.4K | 1.1% | ▲+3.4% Added · +275 sh | |
| 33 | Coca Cola Co COM | $2.9M | 36.1K | 1.1% | ▲+1.1% Added · +400 sh | |
| 34 | Trane Technologies PLC SHS | $2.9M | 5.9K | 1.1% | ▼−1.7% Reduced · −105 sh | |
| 35 | Emerson Elec Co COM | $2.8M | 19.8K | 1.1% | ▲+0.5% Added · +100 sh | |
| 36 | Wells Fargo & Co COM | $2.7M | 33.1K | 1.0% | ▲~0% Added · +15 sh | |
| 37 | Pfizer Inc COM | $2.7M | 110.8K | 1.0% | ▲+0.7% Added · +800 sh | |
| 38 | Select Sector SPDR TR ST STR STAPL ETF | $2.6M | 31.6K | 1.0% | ▲+3.4% Added · +1K sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.2K | 1.0% | ▲+0.2% Added · +10 sh | |
| 40 | 3M Co COM | $2.5M | 15.5K | 1.0% | ▲+0.5% Added · +70 sh | |
| 41 | Kontoor Brands Inc COM | $2.4M | 29.0K | 0.9% | ▲+0.5% Added · +150 sh | |
| 42 | Costco Wholesale Corporation COM | $2.4M | 2.6K | 0.9% | ▼−1.9% Reduced · −50 sh | |
| 43 | Abbvie Inc COM | $2.3M | 9.3K | 0.9% | ▼−0.3% Reduced · −25 sh | |
| 44 | Amgen Inc COM | $2.3M | 6.3K | 0.9% | ▲+0.8% Added · +50 sh | |
| 45 | Ingersoll Rand Inc COM | $2.3M | 27.7K | 0.9% | ▲+0.5% Added · +140 sh | |
| 46 | Amazon Com Inc COM | $2.3M | 9.5K | 0.9% | ▲+2.3% Added · +210 sh | |
| 47 | Illinois Tool WKS Inc COM | $2.1M | 7.9K | 0.8% | ▲+0.1% Added · +10 sh | |
| 48 | Vanguard BD Index FDS SHORT TRM BOND | $2.1M | 27.4K | 0.8% | ▼−1.1% Reduced · −300 sh | |
| 49 | Norfolk Southn Corp COM | $1.9M | 6.2K | 0.7% | ▲+2.0% Added · +120 sh | |
| 50 | Ishares TR US AER DEF ETF | $1.9M | 8.0K | 0.7% | ▲+0.9% Added · +73 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Massachusetts Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 98 | $262.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 98 | $230.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 93 | $214.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 96 | $201.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 94 | $177.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 83 | $145.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 90 | $162.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 88 | $158.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.