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Michael E Moco

Mtc Wealth Management Llc

Assets Managed
$210.518M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-1.21%(2Q avg: -0.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mtc Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Mtc Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 210.518M in assets, with a quarterly growth rate of -1.21% and a 2-quarter average growth rate of -0.98%. The portfolio is managed by Michael E Moco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 8.91%
21.19%
$44.591M
449,187 shares@ $99.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -13.12%
15.76%
$33.16M
50,988 shares@ $650.35 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 41.96%
14.95%
$31.453M
347,436 shares@ $90.53 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 9.42%
6.38%
$13.425M
255,420 shares@ $52.56 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 8.16%
6.31%
$13.265M
121,712 shares@ $108.99 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.85%
5.51%
$11.585M
171,561 shares@ $67.53 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -50.41%
5.19%
$10.909M
55,599 shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 41.92%
5.1%
$10.72M
24,543 shares@ $436.79 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 10.41%
4.27%
$8.988M
308,027 shares@ $29.19 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 8.29%
4.21%
$8.847M
92,695 shares@ $95.44 avg price

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