Master'S Wealth Management Inc. Portfolio Holdings

Master'S Wealth Management Inc.

  • $230 Billion
  • Q3 2025

Master'S Wealth Management Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $68.1B, Dimensional ETF Tr with a value of $41.6B, Dimensional ETF Tr Dimensional with a value of $19.4B, Dimensional ETF Tr U S Target with a value of $19.3B, and Dimensional ETF Trust with a value of $17.6B.

Examining the 13F form we can see an increase of $16.1B in the current position value, from $214B to 230B.

Master'S Wealth Management Inc. is based out at Lancaster, PA

Below you can find more details about Master'S Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $230 Billion
ETFs: $135 Billion
Industrials: $4.45 Billion
Technology: $3.82 Billion
Financial Services: $2.74 Billion
Energy: $1.04 Billion
Communication Services: $1.01 Billion
Real Estate: $982 Million
Utilities: $835 Million
Other: $1.06 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $230 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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