Massachusetts Wealth Management

Est. AUM

$230.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.8M	252285	5.53%	SOLE
2	SELECT SECTOR SPDR TR	STATE STREET TEC	$7.8M	58838	3.39%	SOLE
3	EXXON MOBIL CORP	COM	$7.6M	44599	3.28%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET IND	$6.2M	38514	2.70%	SOLE
5	JPMORGAN CHASE & CO	COM	$6.0M	20445	2.61%	SOLE
6	CHEVRON CORPORATION	COM	$5.9M	28479	2.55%	SOLE
7	CITIGROUP INC	COM NEW	$5.8M	51475	2.53%	SOLE
8	CONOCOPHILLIPS	COM	$5.7M	43305	2.48%	SOLE
9	APPLE INC	COM	$5.5M	21573	2.37%	SOLE
10	GE VERNOVA INC	COM	$5.3M	6080	2.30%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.2M	104374	2.23%	SOLE
12	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.0M	63051	2.17%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.7M	76678	2.04%	SOLE
14	SLB LIMITED	COM STK	$4.6M	89936	2.00%	SOLE
15	CATERPILLAR INC	COM	$4.4M	6146	1.89%	SOLE
16	JOHNSON & JOHNSON	COM	$4.3M	17775	1.88%	SOLE
17	GE AEROSPACE	COM NEW	$4.2M	14720	1.81%	SOLE
18	WALMART INC	COM	$3.8M	30728	1.66%	SOLE
19	BANK AMERICA CORP	COM	$3.7M	75615	1.60%	SOLE
20	MICROSOFT CORP	COM	$3.6M	9739	1.56%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.5M	23919	1.52%	SOLE
22	NVIDIA CORPORATION	COM	$3.3M	19097	1.44%	SOLE
23	CORNING INC	COM	$3.2M	23465	1.38%	SOLE
24	FREEPORT MCMORAN INC	CL B	$3.1M	53175	1.35%	SOLE
25	PFIZER INC	COM	$3.1M	110015	1.34%	SOLE
26	DEERE & CO	COM	$2.9M	5066	1.24%	SOLE
27	MERCK & CO INC	COM	$2.8M	23607	1.23%	SOLE
28	MICRON TECHNOLOGY INC	COM	$2.8M	8228	1.20%	SOLE
29	ELI LILLY & CO	COM	$2.8M	3000	1.20%	SOLE
30	STATE STR CORP	COM	$2.7M	21700	1.19%	SOLE
31	COCA COLA CO	COM	$2.7M	35663	1.18%	SOLE
32	WELLS FARGO & CO	COM	$2.6M	33050	1.14%	SOLE
33	CUMMINS INC	COM	$2.6M	4855	1.13%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$2.6M	2610	1.13%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$2.6M	4499	1.13%	SOLE
36	EMERSON ELEC CO	COM	$2.6M	19700	1.12%	SOLE
37	TRANE TECHNOLOGIES PLC	SHS	$2.5M	6040	1.09%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET CON	$2.5M	30554	1.09%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5192	1.08%	SOLE
40	ALPHABET INC	CAP STK CL C	$2.3M	8171	1.02%	SOLE
41	3M CO	COM	$2.2M	15403	0.97%	SOLE
42	AMGEN INC	COM	$2.2M	6297	0.96%	SOLE
43	INGERSOLL RAND INC	COM	$2.2M	27526	0.96%	SOLE
44	PEPSICO INC	COM	$2.2M	14030	0.94%	SOLE
45	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.2M	27742	0.94%	SOLE
46	ILLINOIS TOOL WKS INC	COM	$2.1M	7938	0.90%	SOLE
47	ABBVIE INC	COM	$2.0M	9350	0.88%	SOLE
48	KONTOOR BRANDS INC	COM	$2.0M	28810	0.88%	SOLE
49	AMAZON COM INC	COM	$1.9M	9300	0.84%	SOLE
50	HOME DEPOT INC	COM	$1.8M	5480	0.78%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.