Massachusetts Wealth Management
Q3 2026 13F filing
Updated 15 days ago96 disclosed positions worth $248.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J J P MORGAN EXCHANGE TRADED F | $16.2M | 321.0K | 6.52% | Added(+15.7%) |
| 2 | S SELECT SECTOR SPDR TR | $11.5M | 58.6K | 4.62% | Trimmed(-1.5%) |
| 3 | X EXXONMOBIL HOLDINGS CORP | $7.1M | 43.6K | 2.86% | — |
| 4 | A APPLE INC | $6.6M | 19.9K | 2.67% | Trimmed(-7.1%) |
| 5 | S SELECT SECTOR SPDR TR | $6.5M | 38.9K | 2.62% | Trimmed(-0.6%) |
| 6 | C CITIGROUP INC | $5.9M | 45.9K | 2.40% | Trimmed(-10.4%) |
| 7 | J JPMORGAN CHASE & CO | $5.8M | 17.6K | 2.35% | Trimmed(-13.6%) |
| 8 | S SELECT SECTOR SPDR TR | $5.7M | 106.6K | 2.29% | Added(+0.4%) |
| 9 | C CHEVRON CORPORATION | $5.6M | 27.6K | 2.27% | Trimmed(-2.6%) |
| 10 | G GE VERNOVA INC | $5.4M | 5.7K | 2.18% | Trimmed(-7.0%) |
| 11 | C CONOCOPHILLIPS | $5.2M | 41.4K | 2.09% | Trimmed(-3.4%) |
| 12 | V VANGUARD SCOTTSDALE FDS | $4.8M | 62.5K | 1.95% | Trimmed(-0.7%) |
| 13 | S SELECT SECTOR SPDR TR | $4.7M | 77.2K | 1.91% | Trimmed(-1.7%) |
| 14 | M MICROSOFT CORP | $4.7M | 9.2K | 1.91% | Trimmed(-5.2%) |
| 15 | J JOHNSON & JOHNSON | $4.6M | 17.4K | 1.85% | Trimmed(-2.7%) |
| 16 | G GE AEROSPACE | $4.4M | 14.2K | 1.79% | Trimmed(-4.2%) |
| 17 | S SELECT SECTOR SPDR TR | $4.3M | 25.5K | 1.73% | Added(+2.8%) |
| 18 | R SLB LIMITED | $4.2M | 86.2K | 1.69% | Trimmed(-4.2%) |
| 19 | C CATERPILLAR INC | $4.2M | 5.1K | 1.68% | Trimmed(-16.4%) |
| 20 | M MICRON TECHNOLOGY INC | $4.1M | 3.9K | 1.66% | Trimmed(-51.9%) |
| 21 | B BANK OF AMER CORP | $3.9M | 72.3K | 1.59% | Trimmed(-4.6%) |
| 22 | N NVIDIA CORPORATION | $3.8M | 16.8K | 1.54% | Trimmed(-12.6%) |
| 23 | M MERCK & CO INC | $3.7M | 25.5K | 1.49% | Added(+7.5%) |
| 24 | S STATE STR CORP | $3.5M | 20.2K | 1.42% | Trimmed(-6.2%) |
| 25 | L ELI LILLY & CO | $3.5M | 3.0K | 1.41% | Added(+0.7%) |
| 26 | W WALMART INC | $3.3M | 32.0K | 1.34% | Added(+3.7%) |
| 27 | P PFIZER INC | $3.3M | 114.2K | 1.31% | Added(+3.0%) |
| 28 | D DEERE & CO | $3.2M | 4.8K | 1.31% | Trimmed(-5.7%) |
| 29 | K COCA COLA CO | $3.2M | 37.3K | 1.29% | Added(+3.5%) |
| 30 | Q INVESCO QQQ TR | $3.2M | 4.3K | 1.28% | Trimmed(-4.2%) |
| 31 | G CORNING INC | $3.1M | 20.1K | 1.24% | Trimmed(-14.5%) |
| 32 | E EMERSON ELEC CO | $2.9M | 18.7K | 1.17% | Trimmed(-5.5%) |
| 33 | G ALPHABET INC | $2.9M | 8.4K | 1.15% | Trimmed(-0.5%) |
| 34 | A AMGEN INC | $2.9M | 6.8K | 1.15% | Added(+6.7%) |
| 35 | F FREEPORT MCMORAN INC | $2.7M | 38.9K | 1.10% | Trimmed(-26.0%) |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $2.6M | 5.3K | 1.06% | Added(+1.1%) |
| 37 | A SELECT SECTOR SPDR TR | $2.6M | 32.3K | 1.05% | Added(+2.4%) |
| 38 | W WELLS FARGO & CO | $2.6M | 32.5K | 1.05% | Trimmed(-1.8%) |
| 39 | T TRANE TECHNOLOGIES PLC | $2.5M | 5.5K | 1.00% | Trimmed(-7.8%) |
| 40 | A ABBVIE INC | $2.4M | 9.3K | 0.98% | Trimmed(-0.8%) |
| 41 | M 3M CO | $2.4M | 14.6K | 0.96% | Trimmed(-5.8%) |
| 42 | A AMAZON COM INC | $2.3M | 9.2K | 0.92% | Trimmed(-3.6%) |
| 43 | C CUMMINS INC | $2.3M | 4.4K | 0.91% | Trimmed(-9.9%) |
| 44 | C COSTCO WHOLESALE CORPORATION | $2.1M | 2.4K | 0.86% | Trimmed(-8.2%) |
| 45 | I INGERSOLL RAND INC | $2.1M | 27.5K | 0.83% | Trimmed(-0.7%) |
| 46 | V VANGUARD BD INDEX FDS | $2.1M | 26.9K | 0.83% | Trimmed(-2.0%) |
| 47 | I ILLINOIS TOOL WKS INC | $2M | 7.9K | 0.82% | Trimmed(-0.6%) |
| 48 | M META PLATFORMS INC | $2M | 2.7K | 0.80% | Added(+2.4%) |
| 49 | N NORFOLK SOUTHN CORP | $1.9M | 6.3K | 0.78% | Added(+1.6%) |
| 50 | P PEPSICO INC | $1.9M | 14.7K | 0.75% | Added(+3.6%) |