Massachusetts Wealth Management ETF holdings
North Andover, MA
Reported $71.7M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$71.7M
ETFs held
22
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
27.3%
of $262.5M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $14.0M | 277,545 | +25,260 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $11.3M | 59,455 | +617 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $7.3M | 39,169 | +655 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $5.7M | 106,162 | +1,788 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $5.0M | 62,951 | −100 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $4.2M | 78,541 | +1,863 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $3.9M | 24,809 | +890 shares |
| QQQ | Invesco QQQ Trust | $3.3M | 4,492 | −7 shares |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $2.6M | 31,579 | +1,025 shares |
| BSV | Vanguard Short-Term Bond ETF | $2.1M | 27,442 | −300 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001966011. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Massachusetts Wealth Management own?
Massachusetts Wealth Management reported 22 ETF positions worth $71.7M in its Form 13F for June 30, 2026. The largest was JPST, at $14.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.