Massachusetts Wealth Management
SEC Form 13F institutional filer · CIK 0001966011
13F-HR · 82 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
29.7%
Massachusetts Wealth Management — $206M AUM allocation strategy
Massachusetts Wealth Management files SEC Form 13F and reports $206M of long US equity value across 82 reported holdings for 2026-03-31.
Its largest sector bet is Energy 11.6%, followed by Financials 7.6% and Industrials 6.7%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Massachusetts Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$206M
total across 82 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FCX +47.1K sh · +$2.82M+$SLB +41.3K sh · +$2.76M+$COP +14.3K sh · +$3M
Biggest trims (shares)
−$XLK −25.7K sh · −$4.35M−$IYY −1.37K sh · −$53.1K−$VOO −1.35K sh · −$137K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks7.6%—
- Integrated Oil & Gas6.5%—
- Oil & Gas Exploration & Production2.8%—
- Technology Hardware, Storage & Peripherals2.7%—
- Heavy Electrical Equipment2.6%—
- Oil & Gas Equipment & Services2.3%—
- Construction Machinery & Heavy Transportation Equipment2.1%—
- Pharmaceuticals2.1%—
- Other holdings71.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 44.6K | $7.57M | +8.51K | 3.7% |
| $JPM | JP Morgan Chase & Co | 20.4K | $6.01M | +505 | 2.9% |
| $CVX | Chevron Corporation | 28.5K | $5.89M | +8.29K | 2.9% |
| $C | Citigroup Inc | 51.5K | $5.84M | +260 | 2.8% |
| $COP | ConocoPhillips | 43.3K | $5.72M | +14.3K | 2.8% |
| $AAPL | Apple Inc | 21.6K | $5.47M | -77 | 2.7% |
| $GEV | GE Vernova Inc | 6.08K | $5.31M | +24 | 2.6% |
…and 75 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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