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Ma Private Wealth
MA Private Wealth is a boutique investment adviser headquartered in San Carlos, California, founded in Delaware, providing personalized wealth management and investment advisory services. With a team of 8 employees, the firm specializes in serving individuals, especially high net worth clients, through customized, white-glove financial planning, retirement solutions, tax strategies, and investment management. MA Private Wealth operates as a fiduciary, integrating clients’ assets, goals, and risk tolerance, distinguished by a client retention rate of 99%.
Investment Strategy
MA Private Wealth utilizes a customized investment strategy, focusing on optimizing asset allocation to align with clients’ unique priorities, risk tolerance, and financial objectives. The firm combines tailored financial planning—spanning retirement, tax management, and estate planning—with a disciplined, data-driven approach to portfolio construction, manager selection, and continual risk management. The philosophy prioritizes market opportunity capture, diversification, and minimizing tax impact, all delivered through high-touch client service and bespoke solutions.
Latest 13F Filing Activity
Ma Private Wealth filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions with a total 13F market value of $559M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Blackrock Etf Trust among other positions. Ma Private Wealth reduced exposure to Vanguard BD Index FDS, Vanguard Scottsdale FDS, Ishares TR among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.74% | $82.4M | 145,075 | $313.41 | $568.03 | -$8.2M |
I IVW | ISHARES TR | 7.71% | $43.1M | 391,480 | $86.31 | $110.10 | +$12.6M |
D DYNF | BLACKROCK ETF TRUST | 7.11% | $39.7M | 729,664 | $49.43 | $54.46 | +$2.6K |
B BND | VANGUARD BD INDEX FDS | 6.07% | $34.0M | 461,154 | $78.05 | $73.63 | -$33.7M |
Q QUAL | ISHARES TR | 5.51% | $30.8M | 168,419 | $131.70 | $182.82 | -$12.0M |
Industry Allocation
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