Sign In
test

Judith Weinstock

Mma Asset Management Llc

Assets Managed
$284.084M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
1.27%(2Q avg: -2.55%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mma Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Mma Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 284.084M in assets, with a quarterly growth rate of 1.27% and a 2-quarter average growth rate of -2.55%. The portfolio is managed by Judith Weinstock, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 22.24%
9.27%
$26.332M
268,942 shares@ $97.91 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
New Position
6.17%
$17.507M
85,908 shares@ $203.79 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Decreased -15.34%
4.26%
$12.094M
527,899 shares@ $22.91 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -56.14%
3.95%
$11.22M
53,138 shares@ $211.16 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 9.4%
3.04%
$8.608M
112,461 shares@ $76.55 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 137.25%
2.6%
$7.364M
39,962 shares@ $184.28 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -36.14%
2.29%
$6.504M
9,957 shares@ $653.21 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 29.22%
2.1%
$5.965M
72,079 shares@ $82.76 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Increased 2.32%
2.07%
$5.873M
49,583 shares@ $118.45 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 54.08%
1.99%
$5.637M
59,368 shares@ $94.96 avg price

1-10 of 179