Master's Wealth Management Inc.
MASTER'S WEALTH MANAGEMENT INC. is a registered investment adviser headquartered in King of Prussia, Pennsylvania. The firm provides wealth management and financial advisory services to individuals, families, and possibly institutional clients. Registered with the SEC, MASTER'S WEALTH MANAGEMENT INC. operates under regulatory standards to serve clients' investment needs, drawing on experience in asset allocation, retirement planning, and portfolio management. The firm was approved as an SEC-registered adviser in 2024.
Investment Strategy
The firm focuses on personalized investment solutions tailored to the financial goals and risk tolerance of each client. Strategies typically include diversified portfolio management, retirement income planning, and strategic asset allocation across equities, fixed income, and alternative investments. Emphasis is placed on long-term growth, risk management, and fiduciary responsibility to serve clients' best interests.
Latest 13F Filing Activity
Master's Wealth Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 45 equity positions with a total 13F market value of $214M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Master's Wealth Management Inc. reduced exposure to Timothy Plan, Park Natl Corp., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 29.44% | $63.1M | 1,760,277 | $34.65 | $35.84 | +$8.6M |
D DFAX | DIMENSIONAL ETF TRUST | 18.18% | $39.0M | 1,326,523 | $25.00 | $29.37 | +$5.1M |
D DUHP | DIMENSIONAL ETF TRUST | 8.42% | $18.0M | 507,262 | $33.87 | $35.56 | +$2.1M |
D DFAT | DIMENSIONAL ETF TRUST | 8.18% | $17.5M | 324,797 | $55.37 | $53.96 | +$2.3M |
D DFGP | DIMENSIONAL ETF TRUST | 7.81% | $16.7M | 307,140 | $52.94 | $54.49 | +$1.1M |