Master'S Wealth Management Inc. Portfolio Holdings

Master'S Wealth Management Inc.

  • $214 Billion
  • Q2 2025

Master'S Wealth Management Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 45 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 $63.1B, Dimensional ETF Tr with a value of $39B, Dimensional ETF Tr Dimensional with a value of $18B, Dimensional ETF Tr U S Target with a value of $17.5B, and Dimensional ETF Trust with a value of $16.7B.

Examining the 13F form we can see an increase of $23.8B in the current position value, from $191B to 214B.

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 $214 Billion
ETFs: $126 Billion
Industrials: $4.19 Billion
Technology: $2.94 Billion
Financial Services: $2.66 Billion
Energy: $1.04 Billion
Communication Services: $927 Million
Utilities: $879 Million
Real Estate: $702 Million
Other: $507 Million

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 45
  • Current Value $214 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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