MA Private Wealth
RIA/Wealth
MA Private Wealth is a RIA/Wealth based in San Carlos, CA led by Martin Scott Miller, managing $594.7M across 80 long positions as of Q3 2025 with 93% ETF concentration and 62% concentrated in top 10 holdings.
Managing PartnerMartin Scott Miller
- Portfolio Value
- $594.7M
- Positions
- 80
- Top Holding
- VOO at 14.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MA Private Wealth's portfolio (61.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $88.1M | 14.82% | -$704.8K Sold | — 143.9K shares | |
ETF ETF | $47.2M | 7.94% | -$61.1K Sold | — 391.0K shares | |
ETF ETF | $43.2M | 7.27% | +$12.7K Bought | — 729.9K shares | |
ETF ETF | $33.4M | 5.62% | -$855.3K Sold | — 449.7K shares | |
ETF ETF | $32.4M | 5.45% | -$324.8K Sold | — 166.7K shares | |
ETF ETF | $32.0M | 5.38% | +$1.2M Bought | — 171.5K shares | |
ETF ETF | $27.2M | 4.58% | +$519.8K Bought | — 401.6K shares | |
ETF ETF | $23.4M | 3.94% | -$108.7K Sold | — 119.6K shares | |
ETF ETF | $20.9M | 3.51% | -$21.7K Sold | — 574.7K shares | |
ETF ETF | $18.7M | 3.14% | +$401.6K Bought | — 362.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MA Private Wealth's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+24.59% | |
+20.0% | |
+10.91% | |
+10.28% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-58.46% | |
-37.37% |
Analytics
Portfolio insights and performance metrics for MA Private Wealth
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