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Portfolio (Quarterly) Guide ↗

MMA ASSET MANAGEMENT LLC

· CIK 0001842667
13F Portfolio $284M AUM 179 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 76 Added 47 Reduced 21 Exited
Page 2 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWP ISHARES INC 66,016.0 $3.6M 1.26% +773.0 +1.2% $54.31 +8.0%
22 VCSH VANGUARD SCOTTSDALE FDS 42,530.0 $3.4M 1.19% -5K -10.6% $79.27 -0.2%
23 EWG ISHARES INC 83,062.0 $3.3M 1.16% +1K +1.3% $39.67 +2.4%
24 JPIB J P MORGAN EXCHANGE TRADED F 68,209.0 $3.3M 1.15% NEW $47.82 +1.2%
25 FLCH FRANKLIN TEMPLETON ETF TR 129,857.0 $2.9M 1.02% +3K +2.0% $22.39 -9.5%
26 AAPL APPLE INC Technology 11,342.0 $2.9M 1.01% +797.0 +7.6% $253.79 +11.8%
27 FLBR FRANKLIN TEMPLETON ETF TR 120,487.0 $2.9M 1.01% +1K +1.2% $23.89 -9.7%
28 EFG ISHARES TR 25,558.0 $2.8M 1.00% -9K -26.5% $111.37 +9.3%
29 MSFT MICROSOFT CORP Technology 7,585.0 $2.8M 0.99% +140.0 +1.9% $370.15 +0.8%
30 NVDA NVIDIA CORPORATION Technology 14,448.0 $2.5M 0.89% $174.40 +10.4%
31 XLK SELECT SECTOR SPDR TR 18,706.0 $2.5M 0.88% -1K -6.2% $132.90 +36.1%
32 BSV VANGUARD BD INDEX FDS 30,694.0 $2.4M 0.85% $78.41 -0.5%
33 SPMD SPDR SERIES TRUST 37,760.0 $2.2M 0.79% +2K +4.2% $59.22 +12.7%
34 IWF ISHARES TR 4,758.0 $2.0M 0.71% $426.40 -72.1%
35 AMZN AMAZON COM INC Consumer Cyclical 9,083.0 $1.9M 0.67% +152.0 +1.7% $208.27 +11.7%
36 IEFA ISHARES TR 20,704.0 $1.9M 0.66% -4K -14.9% $90.53 +5.5%
37 GOOG ALPHABET INC Communication Services 6,454.0 $1.9M 0.65% $286.86 +16.7%
38 EWW ISHARES INC 23,656.0 $1.8M 0.63% $75.23 +0.2%
39 VEA VANGUARD TAX-MANAGED FDS 26,244.0 $1.7M 0.59% +1K +4.2% $64.08 +10.1%
40 FLKR FRANKLIN TEMPLETON ETF TR 40,478.0 $1.6M 0.57% -3K -7.7% $39.87 +61.6%
Page 2 of 9  ·  179 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 24.4%
Communication Services 9.8%
Healthcare 8.7%
Consumer Cyclical 8.5%
Industrials 6.8%
Consumer Defensive 6.1%
Energy 4.5%
Utilities 2.8%
Basic Materials 2.7%