Monterey Private Wealth, Inc. has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $249 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $40.5M, Vanguard Ftse Developed Market with a value of $25.7M, Berkshire Hathaway Inc Class B with a value of $19.1M, Apple Inc. with a value of $13.4M, and Vanguard Small Cap ETF with a value of $10.1M.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $221M to 249M.

Below you can find more details about Monterey Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $170 Million
Financial Services: $24.9 Million
Technology: $23.1 Million
Communication Services: $6.57 Million
Consumer Cyclical: $6 Million
Consumer Defensive: $5.82 Million
Energy: $3.87 Million
Healthcare: $3.8 Million
Other: $4.44 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 112
  • Current Value $249 Million
  • Prior Value $221 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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