MTC Wealth Management LLC: 13F holdings
CIK 18214552026Q2
| Positions | 14 |
|---|---|
| Reported value | $222.9m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 447,318 | $44.3m | 19.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 49,682 | $37.1m | 16.6% |
| IEFA ISHARES TR | 342,326 | $33.1m | 14.8% |
| IGSB ISHARES TR | 254,281 | $13.3m | 6.0% |
| LQD ISHARES TR | 121,283 | $13.2m | 5.9% |
| IJH ISHARES TR | 168,260 | $13.0m | 5.8% |
| VUG VANGUARD INDEX FDS | 143,593 | $12.4m | 5.5% |
| VTV VANGUARD INDEX FDS | 54,553 | $11.9m | 5.3% |
| IJR ISHARES TR | 65,876 | $9.8m | 4.4% |
| GOLDMAN SACHS ETF TR | 97,732 | $9.2m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1821455")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.