Master's Wealth Management files quarterly 13F-HR report

Master's Wealth Management Inc. has filed its quarterly 13F-HR report, which details its institutional investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in the market.

Master's Wealth Management Inc. is based in Lancaster, Pennsylvania, and operates under the Central Index Key (CIK) number 0002056521. The company focuses on asset management, as indicated by its recent filings, including multiple 13F-HR reports throughout 2026.

The recent filing, accession number 0001951757-26-001755, was submitted on October 22, 2026. It outlines the holdings of the company as of the end of the third quarter. However, specific details about the investments or changes in strategy were not disclosed in this filing.

This update may affect various stakeholders, including clients, investors, and competitors in the asset management sector. The transparency provided by such filings helps to maintain a competitive landscape within the industry.

The filing does not say what happens next, leaving stakeholders to analyze the implications of the reported holdings.

Filing Details

The filing was accepted on the same day it was submitted, October 22, 2026, at 10:41:03 AM. This prompt acceptance indicates the filing met the necessary requirements set by the SEC.

In the report, Master's Wealth Management Inc. identified itself with the Central Index Key (CIK) number 0002056521 and provided its Employer Identification Number (EIN) as 233023926. The company is incorporated in Pennsylvania, with its fiscal year ending on December 31.

Mailing and Business Address

Master's Wealth Management Inc. has both its mailing and business addresses listed as 480 New Holland Avenue, Suite 7201, Lancaster, PA 17602. For inquiries, the company can be reached at (717) 581-1323.

The filing does not provide any specific details regarding the individual securities held by Master's Wealth Management Inc. or any changes in their investment strategy compared to previous quarters.