MTC Wealth Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, MTC Wealth Management LLC held in its portfolio 6 assets valued at $213,111,158 (i.e. $213.11M).

The most valuable assets in the portfolio included: ISHARES TR ($115.32M), SPDR S&P 500 ETF TR ($40.02M), and VANGUARD INDEX FDS ($29.85M).

The chart below shows the top 6 valuable assets, and the table below shows the top 6 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in MTC Wealth Management LLC Portfolio

ISHARES TR

SPDR S&P 500 ETF TR

VANGUARD INDEX FDS

ISHARES INC

GOLDMAN SACHS ETF TR

SPDR SERIES TRUST

MTC Wealth Management LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	1326955	115314616	ETF
SPDR S&P 500 ETF TR	58688	40020350	ETF
VANGUARD INDEX FDS	129432	29854042	ETF
ISHARES INC	159830	10743802	ETF
GOLDMAN SACHS ETF TR	105846	9009614	ETF
SPDR SERIES TRUST	278987	8168734	ETF