Institutional filer · SEC 13F · Q1 2024
Maxwell Wealth Strategies Inc.
The reported 13F portfolio of Maxwell Wealth Strategies Inc. (CIK 1993410) - top holdings, how concentrated the book is, and what changed last quarter.
- $197.3M
- Reported book
- 102
- Positions
- #209
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Maxwell Wealth Strategies Inc. ranks #209 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $197.3M across 102 positions, a broadly diversified portfolio.
- $197.3M
- reported 13F value
- 102
- disclosed positions
- 9.7%
- in ISHARES TR
- #209
- of 360 filers
Top-5 share 22.8% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Maxwell Wealth Strategies Inc. ranks #209 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Maxwell Wealth Strategies Inc. sits by disclosed position count
Maxwell Wealth Strategies Inc. reports 102 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Maxwell Wealth Strategies Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
102 186th of 360 higher than 174 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Maxwell Wealth Strategies Inc. reports $0.2B across 102 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1993410 · Q1 2024 $197M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #209/360
- POS-FOCUS 102 names
- CONC-MID 23% top-5
- LEAD-HEAVY 9.7% top
- PHOTO-FINISH Tri Ri Asset
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: Tri Ri Asset Management Corp
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Maxwell Wealth Strategies Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$197.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $19.2M | 9.7% |
| 2 | MICROSOFT CORP | $8.9M | 4.5% |
| 3 | APPLE INC | $6.1M | 3.1% |
| 4 | BLACKROCK ETF TRUST | $5.4M | 2.8% |
| 5 | JPMORGAN CHASE & CO | $5.3M | 2.7% |
| 6 | EATON CORP PLC | $4.9M | 2.5% |
| 7 | ISHARES TR | $4.9M | 2.5% |
| 8 | FIRST TR EXCHANGE-TRADED FD | $4.7M | 2.4% |
| 9 | FIRST TR EXCHANGE TRADED FD | $4.2M | 2.1% |
| 10 | ALPHABET INC | $4.2M | 2.1% |
| 11 | ISHARES TR | $4.0M | 2.0% |
| 12 | ISHARES TR | $3.9M | 2.0% |
| 13 | BROADCOM INC | $3.8M | 1.9% |
| 14 | TRANE TECHNOLOGIES PLC | $3.8M | 1.9% |
| 15 | VISA INC | $3.5M | 1.8% |
| 16 | HOME DEPOT INC | $3.3M | 1.7% |
| 17 | ISHARES TR | $3.1M | 1.6% |
| 18 | MOTOROLA SOLUTIONS INC | $3.1M | 1.6% |
| 19 | ISHARES TR | $3.0M | 1.5% |
| 20 | ISHARES TR | $3.0M | 1.5% |
| 21 | CHUBB LIMITED | $2.8M | 1.4% |
| 22 | META PLATFORMS INC | $2.8M | 1.4% |
| 23 | MARATHON PETE CORP | $2.7M | 1.4% |
| 24 | EATON VANCE RISK-MANAGED DIV | $2.6M | 1.3% |
| 25 | MERCK & CO INC | $2.6M | 1.3% |
Frequently Asked Questions
- How big is Maxwell Wealth Strategies Inc.'s 13F portfolio?
- Maxwell Wealth Strategies Inc. reports $197.3M of long US-equity positions across 102 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Maxwell Wealth Strategies Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Maxwell Wealth Strategies Inc. ranks #209 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Maxwell Wealth Strategies Inc.'s largest position?
- Maxwell Wealth Strategies Inc.'s largest reported position is ISHARES TR at $19.2M, about 9.7% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Maxwell Wealth Strategies Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($197.3M here).
Similar holding count
Nearest filers by number of disclosed positions (102 here).
Using this filing
- The rankings sort every tracked filer the same way Maxwell Wealth Strategies Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Tri Ri Asset Management Corp reported the nearest book value ($197.4M) this quarter, a useful scale comparison for Maxwell Wealth Strategies Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.