MTC Wealth Management LLC
MTC Wealth Management LLC is an SEC-registered investment adviser based in Tampa, Florida. The firm manages portfolios for institutions and other investment advisers, focusing on professional asset management and risk mitigation. Founded in 2020, it has approximately 17–19 employees and serves clients requiring sophisticated investment strategies and portfolio oversight.
Investment Strategy
MTC Wealth Management LLC utilizes a discretionary investment management approach, investing primarily in public equities across various sectors. The firm manages portfolios on behalf of other investment advisers and institutional clients, focusing on sector diversification and risk-adjusted returns. Asset allocation decisions are based on ongoing market analysis and customized to client objectives.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 19.94% | $41.5M | 418,264 | $103.67 | $99.20 | -$1.2M |
S SPY | SPDR S&P 500 ETF TR | 18.43% | $38.4M | 62,086 | $431.80 | $617.85 | +$2.7M |
I IEFA | ISHARES TR | 10.16% | $21.1M | 253,195 | $70.48 | $83.48 | +$1.5M |
V VTV | VANGUARD INDEX FDS | 9.77% | $20.3M | 115,037 | $132.66 | $176.74 | +$65.3K |
L LQD | ISHARES TR | 6.03% | $12.5M | 114,489 | $105.48 | $109.61 | -$290.9K |