MTC Wealth Management as of March 31, 2026
Portfolio Holdings for MTC Wealth Management
MTC Wealth Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Etf (AGG) | 21.2 | $45M | 449k | 99.27 | |
| State Str Spdr S&p 500 Etf T Etf (SPY) | 15.8 | $33M | 51k | 650.34 | |
| Ishares Tr Etf (IEFA) | 14.9 | $32M | 347k | 90.53 | |
| Ishares Tr Etf (IGSB) | 6.4 | $13M | 255k | 52.56 | |
| Ishares Tr Etf (LQD) | 6.3 | $13M | 122k | 108.99 | |
| Ishares Tr Etf (IJH) | 5.5 | $12M | 172k | 67.53 | |
| Vanguard Index Fds Etf (VTV) | 5.2 | $11M | 56k | 196.20 | |
| Vanguard Index Fds Etf (VUG) | 5.1 | $11M | 25k | 436.79 | |
| Spdr Series Trust Etf (SPTS) | 4.3 | $9.0M | 308k | 29.18 | |
| Ishares Tr Etf (IEF) | 4.2 | $8.8M | 93k | 95.44 | |
| Goldman Sachs Etf Tr Etf (GSEW) | 4.0 | $8.4M | 100k | 84.66 | |
| Ishares Tr Etf (IJR) | 4.0 | $8.4M | 67k | 124.31 | |
| Ishares Etf (IEMG) | 3.2 | $6.8M | 97k | 69.75 |
