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Mwa Asset Management
MWA Asset Management is a registered investment adviser headquartered in Wellesley, Massachusetts. It operates as a boutique investment management firm, primarily serving institutional investors and high-net-worth individuals. The firm appears to be incorporated or based in Massachusetts and is also associated with Morton Wealth Advisors Inc. Specific founding year and employee count are not available in public regulatory filings.
Investment Strategy
MWA Asset Management manages portfolios primarily for institutional and high-net-worth clients. The firm files quarterly 13F reports with the SEC, suggesting a focus on publicly traded securities including equities and possibly fixed income. Their approach likely emphasizes disciplined asset allocation, risk management, and active security selection, though detailed strategy disclosures are not available in public filings.
Latest 13F Filing Activity
Mwa Asset Management filed their most recent 13F report on Jun 30, 2025 disclosing 118 equity positions with a total 13F market value of $163M. The fund increased holdings in Broadcom Inc., Dell Technologies Inc., Seagate Technology Hldngs PL among other positions. Mwa Asset Management reduced exposure to Disney Walt Co., Unitedhealth Group Inc., Booz Allen Hamilton HLDG Cor among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 4.75% | $7.8M | 28,140 | $83.06 | $275.65 | +$3.0M |
N NVDA | NVIDIA CORPORATION | 3.81% | $6.2M | 39,427 | $53.15 | $157.99 | +$2.0M |
M META | META PLATFORMS INC | 3.44% | $5.6M | 7,611 | $302.68 | $738.09 | +$1.3M |
A AAPL | APPLE INC | 3.36% | $5.5M | 26,771 | $171.40 | $205.17 | -$407.5K |
M MSFT | MICROSOFT CORP | 3.34% | $5.5M | 10,968 | $324.30 | $497.41 | +$1.5M |
Industry Allocation
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