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MASTER'S WEALTH MANAGEMENT INC.
MASTER'S WEALTH MANAGEMENT INC.
Latest filing: 2026-06-30
MASTER'S WEALTH MANAGEMENT INC. runs MASTER'S WEALTH MANAGEMENT INC. and currently holds 91 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $332.33M. Their top holdings are DFAC, DFAX, VGIT, VGSH, DFAT. The top five represent 70.7% of reported portfolio weight. MASTER'S WEALTH MANAGEMENT INC. ranks #919 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MASTER'S WEALTH MANAGEMENT INC. initiated 13 new positions. They added to 57 existing positions. They trimmed 16 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
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91 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 26.45% | $35.27 | $45.61 | +29.32% | Added +2.21% |
 DFAX DIMENSIONAL ETF TRUST | 15.79% | $25.63 | $38.13 | +48.77% | Added +2.09% |
 VGIT VANGUARD SCOTTSDALE FDS | 11.54% | $59.86 | $58.32 | -2.58% | Added +5.76% |
 VGSH VANGUARD SCOTTSDALE FDS | 8.85% | $58.69 | $58.13 | -0.95% | Added +6.33% |
 DFAT DIMENSIONAL ETF TRUST | 8.09% | $56.56 | $71.70 | +26.77% | Added +5.60% |
 DUHP DIMENSIONAL ETF TRUST | 7.57% | $34.57 | $42.39 | +22.62% | Added +3.12% |
 VTEB VANGUARD MUN BD FDS | 1.98% | $50.27 | $49.50 | -1.53% | Added +22.79% |
 DFLV DIMENSIONAL ETF TRUST | 1.86% | $34.39 | $42.02 | +22.19% | Trimmed -3.50% |
 DIHP DIMENSIONAL ETF TRUST | 1.84% | $26.42 | $35.75 | +35.30% | Added +4.13% |
 DISV DIMENSIONAL ETF TRUST | 1.21% | $38.33 | $44.49 | +16.07% | Added +15.81% |
Showing 1-10 of 91