Entity type
Company
Filer Snapshot
Maxwell Wealth Strategies Inc.
CIK 0001993410. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
5
Latest filing
13 Feb 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$244.93M
110 holdings for Q4 2024
Open portfolioLargest parsed holding
IVV
$34.37M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 13 Feb 2025 for CIK 0001993410.
- SEC ownership summary
-
Filing-value scale
Bars compare parsed values by filing family; they are not one combined total.
Latest 13F portfolio$244.93MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$244.93M
Market value reported in the latest parsed Form 13F portfolio.
Leading 13F symbols
IVV, MSFT, IVW, AAPL
Largest visible symbols from the latest parsed Form 13F information table.
13F holdings
Top symbols from the latest parsed Form 13F information table.
IVV MSFT IVW AAPL JPM AVGO ETN DYNF+12 more
QUAL GOOGL TT IYW MSI V HD META WMT IVE IWB TJXHow to read these values
- Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 7041 Koll Center Park Way, Suite 275, Pleasanton, CA, 94566
- State of incorporation
- CA
- Fiscal year-end
- 30 September
SEC ownership signals
1 fact
Filer identity
1 fact
SEC record
2 facts
Filer intelligence
What SEC filings say about Maxwell Wealth Strategies Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $244.93M across 110 reported holdings for Q4 2024.
- Largest parsed 13F holding: IVV at $34.37M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
28%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$67.46M
Compared with $244.93M total 13F value.
Top 5 net change
+$9.83M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IVV ยท Largest trim: TSLA
IVV
MSFT
IVW
AAPL
JPM
Other holdings
Latest update
What changed recently for Maxwell Wealth Strategies Inc.
Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 Feb 2025
Page type
Filer profile
Latest period
Q4 2024
Institutional portfolio context was refreshed from a 13F filing filed on 13 Feb 2025.
Benchmark Context
Benchmark context for this company
Maxwell Wealth Strategies Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001993410 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
5
First seen
12 Feb 2024
Latest filing
13 Feb 2025
Entity
Company
Observed form types
13F-HR
Latest Filings
Showing the latest 5 of 5 SEC filings for Maxwell Wealth Strategies Inc..
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 31 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing