McCarter Private Wealth Services LLC has filed its latest 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the firm’s asset management strategies and positions within the financial services industry.
The report indicates that McCarter Private Wealth Services, which recently changed its name from B&L Asset Management LLC, is actively managing a diverse portfolio. The firm is based in Boston, Massachusetts, and specializes in wealth management services.
Background
McCarter Private Wealth Services LLC, incorporated in Massachusetts, is categorized under the financial services sector. The firm has a history of filing various forms with the SEC, with the most recent 13F-HR submitted on October 22, 2026. The firm’s previous filings include N-PX and 13F-HR forms, showcasing its ongoing activity in managing investments.
What the Filing Says
The filing reveals that McCarter Private Wealth Services has significant holdings in various companies, with a total reported value of approximately $294.57 million. The report includes a total of 227 entries, indicating a well-diversified investment strategy. Notably, the firm has substantial investments in well-known companies such as Abbott Laboratories and Amazon.com Inc.
Impact
This filing may affect various stakeholders, including clients of McCarter Private Wealth Services, as it reflects the firm’s investment decisions and strategies. Additionally, it highlights the competitive landscape within the wealth management sector, where firms like Timber Point Capital, LMCG Investments, and Allworth Financial LP are also active.
What's Next
The filing does not specify what actions McCarter Private Wealth Services will take next, leaving the future direction of its investment strategy open to speculation.
Source: SEC Accession Number 0001172661-26-004634