Universe · entity
MTC Wealth Management LLC
Institutional manager (13F) · CIK 1821455
13F holdings · as of 2026-03-31 · top 13 · reported portfolio $211M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $45M | 449,187 |
| 2 | STATE STR SPDR S&P 500 ETF T | $33M | 50,988 |
| 3 | ISHARES TR | $31M | 347,436 |
| 4 | ISHARES TR | $13M | 255,420 |
| 5 | ISHARES TR | $13M | 121,712 |
| 6 | ISHARES TR | $12M | 171,561 |
| 7 | VANGUARD INDEX FDS | $11M | 55,599 |
| 8 | VANGUARD INDEX FDS | $11M | 24,543 |
| 9 | SPDR SERIES TRUST | $9M | 308,027 |
| 10 | ISHARES TR | $9M | 92,695 |
| 11 | GOLDMAN SACHS ETF TR | $8M | 99,553 |
| 12 | ISHARES TR | $8M | 67,412 |
| 13 | ISHARES INC | $7M | 97,018 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.