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MASTER'S WEALTH MANAGEMENT INC. 13F portfolio summary

MASTER'S WEALTH MANAGEMENT INC. of MASTER'S WEALTH MANAGEMENT INC. has 81 current stock holdings with a reported portfolio value of $295.3M. The portfolio 1 year return is +14.59%. Top holdings include DFAC (25.87%), DFAX (16.27%), VGIT (12.57%), VGSH (9.55%), DFAT (7.81%).

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MASTER'S WEALTH MANAGEMENT INC.

MASTER'S WEALTH MANAGEMENT INC.
Latest filing: 2026-03-31

MASTER'S WEALTH MANAGEMENT INC. runs MASTER'S WEALTH MANAGEMENT INC. and currently holds 81 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $295.25M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MASTER'S WEALTH MANAGEMENT INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MASTER'S WEALTH MANAGEMENT INC.'s portfolio at MASTER'S WEALTH MANAGEMENT INC. has delivered returns of +14.59%. Their 3-year annualized return is +13.74%. Looking at the 5-year horizon, MASTER'S WEALTH MANAGEMENT INC. has achieved +13.74% annualized returns at MASTER'S WEALTH MANAGEMENT INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.59%
#0/1000
3 Year
+13.74%
#0/1000
5 Year
+13.74%
#0/1000

Portfolio Value

$295.25M

Alpha Score

12.6

#0 of 1000

Holdings

81

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change