Notify me when Monterey Private Wealth, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 138 | $339,471,640 | +$46,167,422 | -$5,261,373 | +$40,906,049 | VTI, VEA, BERKSHIRE HATHAWAY INC DEL, BRKB, AAPL | 13F-HR | 14 May 2025, 13:20 |
| Q4 2024 | 141 | $303,294,777 | +$17,978,588 | -$6,290,231 | +$11,688,357 | VTI, VEA, AAPL, BRKB, VB | 13F-HR | 16 Jan 2025, 18:11 |
| Q3 2024 | 124 | $293,533,754 | +$19,570,681 | -$10,850,453 | +$8,720,228 | VTI, VEA, BRKB, AAPL, VB | 13F-HR | 03 Oct 2024, 14:22 |
| Q2 2024 | 118 | $267,488,362 | +$18,369,610 | -$3,613,435 | +$14,756,175 | VTI, VEA, BRKB, AAPL, VB | 13F-HR | 08 Jul 2024, 19:09 |
| Q1 2024 | 112 | $249,107,213 | +$15,845,125 | -$3,994,051 | +$11,851,074 | VTI, VEA, BRKB, AAPL, VB | 13F-HR | 09 Apr 2024, 14:36 |
| Q4 2023 | 105 | $221,520,076 | +$8,343,003 | -$4,505,303 | +$3,837,700 | VTI, VEA, BRKB, AAPL, EFA | 13F-HR | 12 Jan 2024, 11:44 |
| Q3 2023 | 95 | $198,889,038 | +$4,411,132 | -$3,931,161 | +$479,971 | VTI, VEA, BRKB, AAPL, DGRO | 13F-HR | 10 Oct 2023, 14:01 |
| Q2 2023 | 105 | $206,406,891 | +$5,899,053 | -$7,318,701 | -$1,419,648 | VTI, VEA, BRKB, AAPL, EFA | 13F-HR | 11 Jul 2023, 13:01 |
| Q1 2023 | 101 | $194,694,629 | +$6,678,372 | -$9,698,313 | -$3,019,941 | VTI, VEA, BRKB, AAPL, EFA | 13F-HR | 06 Apr 2023, 17:48 |
| Q4 2022 | 99 | $185,282,570 | +$11,894,744 | -$4,182,014 | +$7,712,730 | VTI, VEA, EFA, BRKB, AAPL | 13F-HR | 20 Jan 2023, 15:47 |
| Q3 2022 | 97 | $166,897,000 | +$24,897,367 | -$20,079,313 | +$4,818,054 | VTI, VEA, EFA, AAPL, BRKB | 13F-HR | 11 Oct 2022, 09:35 |
| Q2 2022 | 102 | $174,984,000 | +$14,833,500 | -$11,621,569 | +$3,211,931 | VTI, EFA, DGRO, AAPL, VEA | 13F-HR | 13 Jul 2022, 12:06 |
| Q1 2022 | 124 | $206,446,000 | +$22,348,606 | -$12,489,386 | +$9,859,220 | VTI, EFA, AAPL, DGRO, VB | 13F-HR | 07 Apr 2022, 18:44 |
| Q4 2021 | 103 | $201,894,000 | +$16,927,310 | -$6,211,480 | +$10,715,830 | VTI, EFA, AAPL, VB, VEU | 13F-HR | 18 Jan 2022, 13:47 |
| Q3 2021 | 98 | $178,144,000 | +$20,703,050 | -$17,152,000 | +$3,551,050 | VTI, EFA, AAPL, VB, VEU | 13F-HR | 08 Oct 2021, 08:46 |
| Q2 2021 | 98 | $174,219,000 | +$9,017,839 | -$18,963,259 | -$9,945,420 | VTI, EFA, USMV, VB, AAPL | 13F-HR | 30 Aug 2021, 11:34 |
| Q1 2021 | 97 | $181,683,000 | +$28,301,328 | -$33,486,831 | -$5,185,503 | USMV, VTI, EFA, EFAV, VB | 13F-HR | 28 Apr 2021, 17:20 |
| Q4 2020 | 91 | $173,486,000 | +$4,654,217 | -$4,282,160 | +$372,057 | USMV, EFAV, EFA, AAPL, VB | Restatement | 16 Feb 2021, 15:15 |
| Q3 2020 | 84 | $155,486,000 | +$17,878,751 | -$3,926,599 | +$13,952,152 | USMV, EFAV, EFA, AAPL, VB | 13F-HR | 23 Feb 2021, 21:57 |
| Q2 2020 | 69 | $140,220,000 | +$21,895,723 | -$14,555,095 | +$7,340,628 | USMV, EFAV, EFA, AAPL, VB | 13F-HR | 23 Feb 2021, 21:53 |
| Q1 2020 | 63 | $117,187,000 | +$23,644,735 | -$9,031,228 | +$14,613,507 | USMV, EFAV, EFA, SPLV, BRKB | 13F-HR | 23 Feb 2021, 21:47 |
| Q4 2019 | 81 | $124,621,000 | $0 | $0 | $0 | USMV, EFAV, BRKB, AAPL, SPLV | 13F-HR | 23 Feb 2021, 21:42 |