McCarter Private Wealth Services LLC ETF holdings
Boston, MA
Reported $89.3M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$89.3M
ETFs held
51
Change from prior quarter
+109.7%
With price moves
ETFs as a share of its 13F
30.8%
of $289.8M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FBND | Fidelity Total Bond ETF | $7.8M | 172,299 | New position |
| IVV | iShares Core S&P 500 ETF | $6.8M | 9,117 | +144 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $4.9M | 64,109 | −5,472 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4.9M | 49,477 | New position |
| EVLN | Eaton Vance Floating-Rate ETF | $4.6M | 95,726 | New position |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $4.5M | 89,878 | New position |
| GOVT | iShares U.S. Treasury Bond ETF | $4.4M | 194,766 | New position |
| FTMA | Franklin Massachusetts Municipal Inc ETF | $4.4M | 481,186 | New position |
| MUB | iShares National Muni Bond ETF | $3.6M | 33,451 | New position |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $3.4M | 65,507 | New position |
41 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) 0002036922. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does McCarter Private Wealth Services LLC own?
McCarter Private Wealth Services LLC reported 51 ETF positions worth $89.3M in its Form 13F for June 30, 2026. The largest was FBND, at $7.8M.
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.