MCCARTER PRIVATE WEALTH SERVICES LLC

Registered adviser

CIK

2036922

Location

Boston, MA

Portfolio Value

Small $286,044,759

Diversification

Diversified

Reports for

Timber Point Capital LMCG INVESTMENTS, LLC Allworth Financial LP Peak Financial Management, Inc. Thayer Partners

Filing Date

Global Rank

#5,360 / 8,815 ▲ 216 · as of Jun 2026

Top Industry

Semiconductors 10.3%

Period ended 24 days ago

Filed Oct 22, 2026 · 2d

9 quarters · since Sep 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108191

Roster of Oct 1, 2026

Regulatory AUM

$427,720,202

Main clients

Individuals and high net worth (90% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jan 2026 to Oct 2026	$427,720,202	Individuals and high net worth (90%)
Jan 2025 to Dec 2025	$381,412,344	Individuals and high net worth (88%)
Apr 2024 to Dec 2024	$344,272,506	Individuals and high net worth (89%)
May 2023 to Mar 2024	$283,450,807	Individuals and high net worth (92%)
Apr 2023	$283,450,807	Individuals and high net worth (92%)
Apr 2022 to Mar 2023	$327,974,645	Individuals and high net worth (86%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 38.1%, 34.6 effective positions, active share 59.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 59.7%; sector active share 18.3% against the combined 13F book's sector weights.

Over time 8 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

181 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.7%

−0.2 pts

Top 5

27.3%

+0.1 pts

Top 10

38.5%

+0.4 pts

HHI

288

Diversified−1

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.7%	$82,080,202	51
Technology	20.4%	$58,215,135	25
Financial Services	10.0%	$28,578,538	21
Healthcare	9.6%	$27,365,043	20
Industrials	7.0%	$20,017,978	18
Communication Services	6.1%	$17,453,667	7
Consumer Cyclical	6.1%	$17,350,978	10
Energy	4.5%	$12,967,885	12
Consumer Defensive	4.2%	$12,028,339	10
Basic Materials	2.6%	$7,480,441	4
Utilities	0.9%	$2,506,553	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+13,947	20,208	$1,997,155
EFT	Eaton Vance Floating-Rate Income Trust	+7,231	32,868	$351,030
AGG	iShares Core U.S. Aggregate Bond ETF	+6,726	56,203	$5,313,430
APH	Amphenol Corp	+6,636	11,970	$1,009,071
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	+5,153	29,005	$432,754
—		+4,661	11,937	$0
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+3,689	48,071	$2,488,154
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+3,262	93,140	$4,676,559
GOVT	iShares U.S. Treasury Bond ETF	+2,947	197,713	$4,323,983
MNST	Monster Beverage Corp	+2,850	5,942	$247,306
VEA	Vanguard FTSE Developed Markets ETF	+2,693	26,190	$1,849,275
IEF	iShares 7-10 Year Treasury Bond ETF	+2,316	6,033	$538,807
CMCSA	Comcast Corp	+1,964	20,305	$441,836
IPAC	iShares Core MSCI Pacific ETF	+1,879	19,458	$1,656,070
JSCP	JPMorgan Short Duration Core Plus ETF	+1,858	30,553	$1,404,826
JEPI	JPMorgan Equity Premium Income ETF	+1,773	23,715	$1,333,257
FBND	Fidelity Total Bond ETF	+1,759	174,058	$7,536,711
SHY	iShares 1-3 Year Treasury Bond ETF	+1,660	7,303	$593,003
PULS	PGIM Ultra Short Bond ETF	+1,506	8,486	$419,717
QQQH	NEOS Nasdaq-100(R) Hedged Equity Income ETF	+1,400	8,491	$471,581
NVDA	Nvidia Corp	+1,180	12,448	$2,842,873
SGOV	iShares 0-3 Month Treasury Bond ETF	+1,000	5,904	$594,414
ETN	Eaton Corp plc	+997	8,106	$3,483,228
CVX	Chevron Corp	+986	22,978	$4,692,335
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+882	66,389	$3,298,869
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PEP	Pepsico Inc	−7,020	2,673	$338,722
ORCL	Oracle Corp	−4,383	2,055	$282,151
NVO	Novo Nordisk A S	−3,080	22,987	$871,437
SLB	Slb Limited	−1,629	5,421	$264,111
NEE	Nextera Energy Inc	−1,288	22,157	$1,678,171
DELL	Dell Technologies Inc.	−1,234	9,898	$5,324,629
TJX	Tjx Companies Inc	−1,154	42,303	$5,597,109
EMXC	iShares MSCI Emerging Markets ex China ETF	−1,136	22,095	$2,189,172
IJH	iShares Core S&P Mid-Cap ETF	−1,130	62,979	$4,531,339
MS	Morgan Stanley	−1,074	3,572	$671,821
MUB	iShares National Muni Bond ETF	−1,068	32,383	$3,273,921
TXT	Textron Inc	−1,041	4,030	$307,086
VEU	Vanguard International Equity Index Funds	−1,000	12,000	$995,640
AMAT	Applied Materials Inc	−887	1,344	$687,294
IVV	iShares Core S&P 500 ETF	−824	8,293	$6,351,194
HOOD	Robinhood Markets, Inc.	−728	5,749	$646,762
LRCX	Lam Research Corp	−650	2,500	$821,275
AVGO	Broadcom Inc.	−620	38,095	$13,378,582
IEUR	iShares Core MSCI Europe ETF	−486	21,600	$1,591,920
GDX	VanEck Gold Miners ETF	−433	13,451	$1,180,997
EMXF	iShares ESG Advanced MSCI EM ETF	−400	3,728	$213,428
EW	Edwards Lifesciences Corp	−375	17,679	$1,526,051
RTX	RTX Corp	−341	25,829	$4,795,153
AMZN	Amazon Com Inc	−340	14,664	$3,653,534
CIEN	Ciena Corp	−300	2,200	$774,004
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
ILMN	Illumina, Inc.	1,909	$522,455
MRNA	Moderna, Inc.	2,169	$417,684
APO	Apollo Global Management, Inc.	3,456	$401,103
MDB	MongoDB, Inc.	1,101	$383,819
WSM	Williams Sonoma Inc	1,524	$347,380
A	Agilent Technologies, Inc.	1,510	$260,188
AMGN	Amgen Inc	585	$246,583
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1,464	$243,433
SCHD	Schwab U.S. Dividend Equity ETF	7,386	$240,266
DIS	Walt Disney Co	2,220	$232,878
GILD	Gilead Sciences, Inc.	1,528	$227,748
SCHG	Schwab U.S. Large-Cap Growth ETF	6,315	$226,897
EMR	Emerson Electric Co	1,450	$224,895
RIO	Rio Tinto PLC	2,275	$214,236
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	3,536	$209,720
BKR	Baker Hughes Co	3,800	$208,620
DVN	Devon Energy Corp	4,500	$207,180
SM	SM Energy Co	6,070	$205,044
PKG	Packaging Corp Of America	875	$200,602
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	5,132	$401,476
BA	Boeing Co	1,584	$342,888
BX	Blackstone Inc.	2,847	$335,006
CAT	Caterpillar Inc	298	$317,340
PWR	Quanta Services, Inc.	400	$288,016
CMI	Cummins Inc	346	$246,770
TER	Teradyne, Inc	500	$241,920
SEB	Seaboard Corp	50	$223,216
MCHP	Microchip Technology Inc	2,400	$218,880
BABA	Alibaba Group Holding Ltd	2,229	$213,939
GE	General Electric Co	557	$208,167
LIN	Linde PLC	401	$208,094
IJJ	iShares S&P Mid-Cap 400 Value ETF	1,400	$206,822
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 tracked positions · $286,044,759 total · filing declares 227 positions · $294,570,503 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	38,095	-620	$13,378,582	−8.5%	4.68%
MSFT	Microsoft Corp Technology	Reduced	23,661	-33	$12,135,726	+37.3%	4.24%
FBND	Fidelity Total Bond ETF	Added	174,058	+1,759	$7,536,711	−3.8%	2.63%
TRV	Travelers Companies, Inc. Financial Services	Reduced	17,934	-195	$6,393,650	+6.8%	2.24%
IVV	iShares Core S&P 500 ETF	Reduced	8,293	-824	$6,351,194	−7.0%	2.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,020	-262	$6,200,321	−5.1%	2.17%
PANW	Palo Alto Networks Inc Technology	Reduced	15,602	-299	$6,198,830	+14.3%	2.17%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	33,105	-176	$6,067,152	+17.5%	2.12%
MA	Mastercard Inc Financial Services	Reduced	10,580	-230	$5,834,551	+5.1%	2.04%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	42,303	-1,154	$5,597,109	−15.0%	1.96%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	7,916	-123	$5,343,695	+32.6%	1.87%
DELL	Dell Technologies Inc. Technology	Reduced	9,898	-1,234	$5,324,629	+10.9%	1.86%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	56,203	+6,726	$5,313,430	+8.5%	1.86%
GOOG	Alphabet Inc. Communication Services	Reduced	15,424	-229	$5,255,573	−5.0%	1.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,595	-35	$5,159,293	+0.8%	1.80%
AAPL	Apple Inc. Technology	Reduced	14,553	-202	$4,846,438	+13.5%	1.69%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	5,310	-12	$4,833,905	−2.9%	1.69%
RTX	RTX Corp Industrials	Reduced	25,829	-341	$4,795,153	−3.4%	1.68%
CVX	Chevron Corp Energy	Added	22,978	+986	$4,692,335	+28.7%	1.64%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	93,140	+3,262	$4,676,559	+3.3%	1.63%
EVLN		Added	96,170	+444	$4,658,955	+0.3%	1.63%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	62,979	-1,130	$4,531,339	−8.3%	1.58%
AZO	Autozone Inc Consumer Cyclical	Reduced	1,563	-10	$4,423,321	−12.0%	1.55%
GOVT	iShares U.S. Treasury Bond ETF	Added	197,713	+2,947	$4,323,983	−2.5%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	26,799	-1	$3,893,358	−0.9%	1.36%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,664	-340	$3,653,534	+2.2%	1.28%
ETN	Eaton Corp plc Industrials	Added	8,106	+997	$3,483,228	+15.0%	1.22%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	66,389	+882	$3,298,869	−4.3%	1.15%
MUB	iShares National Muni Bond ETF	Reduced	32,383	-1,068	$3,273,921	−9.1%	1.14%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	6,261	+12	$3,273,313	+5.5%	1.14%
META	Meta Platforms, Inc. Communication Services	Added	4,229	+65	$3,066,786	+30.7%	1.07%
NVDA	Nvidia Corp Technology	Added	12,448	+1,180	$2,842,873	+26.1%	0.99%
JMUB	JPMorgan Municipal ETF	Added	59,652	+399	$2,838,242	−5.4%	0.99%
VOO	VANGUARD 500 INDEX FUND	Added	4,005	+632	$2,806,943	+21.2%	0.98%
EFA	iShares MSCI EAFE ETF	Reduced	26,412	-200	$2,743,942	−0.7%	0.96%
LLY	ELI LILLY & Co Healthcare	Added	2,336	+81	$2,702,938	−0.1%	0.94%
VRT	Vertiv Holdings Co Industrials	Reduced	10,920	-106	$2,635,105	−28.6%	0.92%
NXPI	NXP Semiconductors N.V. Technology	Reduced	10,815	-240	$2,568,886	−17.3%	0.90%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	48,071	+3,689	$2,488,154	+8.3%	0.87%
VLO	Valero Energy Corp Energy	Reduced	5,698	-170	$2,208,601	+44.5%	0.77%
ABBV	AbbVie Inc. Healthcare	Added	8,433	+736	$2,205,987	+13.9%	0.77%
VB	Vanguard Index Funds	Reduced	7,701	-1	$2,190,856	−6.2%	0.77%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	22,095	-1,136	$2,189,172	−7.9%	0.77%
SLV	iShares Silver Trust	Held	39,250	0	$2,139,517	+1.9%	0.75%
ABT	Abbott Laboratories Healthcare	Added	20,208	+13,947	$1,997,155	+251.5%	0.70%
AZN	Astrazeneca PLC Healthcare	Added	11,959	+416	$1,931,019	−11.8%	0.68%
TT	Trane Technologies plc Industrials	Reduced	4,179	-31	$1,888,824	−8.7%	0.66%
VEA	Vanguard FTSE Developed Markets ETF	Added	26,190	+2,693	$1,849,275	+10.5%	0.65%
GEV	GE Vernova Inc. Industrials	Reduced	1,875	-33	$1,782,168	−20.5%	0.62%
AXP	American Express Co Financial Services	Added	5,714	+2	$1,737,627	−10.1%	0.61%

Showing the top 50 of 181 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.