StockDriftsStockDriftsTop 50 Monterey Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.58% | 192.5K | $52.9M | +6.34%(+11.47K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.37% | 759.1K | $38.6M | +5.99%(+42.90K) | — | 2025-03-31 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 9.88% | 42 | $33.5M | new | — | 2025-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.83% | 37.2K | $19.8M | -0.28%(-104) | — | 2025-03-31 | |
| AAPL | APPLE INC | 5.11% | 78.1K | $17.4M | -0.43%(-335) | — | 2025-03-31 | |
| VB | VANGUARD INDEX FDS | 4.54% | 69.6K | $15.4M | +4.45%(+2.97K) | — | 2025-03-31 | |
| DGRW | WISDOMTREE TR | 3.17% | 134.7K | $10.8M | +6.15%(+7.80K) | — | 2025-03-31 | |
| EFA | ISHARES TR | 2.79% | 115.8K | $9.5M | -1.27%(-1.48K) | — | 2025-03-31 | |
| DGRO | ISHARES TR | 2.69% | 147.8K | $9.1M | +2.37%(+3.42K) | — | 2025-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.63% | 147.1K | $8.9M | +1.98%(+2.86K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Monterey Private Wealth, Inc. reports $339.47M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.6%), VEA (11.4%) and BRKA (9.9%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monterey Private Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839826). View Monterey Private Wealth, Inc.’s 13F filings on SEC