MTC Wealth Management LLC

TAMPA, FL · CIK 1821455 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$329.0m
Staff16 · 9 in investment roles
Main clients (by assets)Other advisers 100%
Form ADV · 2026-03-03SEC adviser record

Others nearbyTampa, FL, Denver, CO

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Tampa, FL (main office)United States	United States	about 8
Denver, COUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$222.9m reported value +5.9% vs Q1 2026

14positions

88.5%in top 10

1 new 0 added 13 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE US AGGBD ET AGG	AGG	447,318	$44.3m19.86%	19.86%	Reduced -1.9k	-1,869 -0.4%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	49,682	$37.1m16.64%	16.64%	Reduced -1.3k	-1,306 -2.6%
3	ISHARES TR CORE MSCI EAFE IEFA	IEFA	342,326	$33.1m14.83%	14.83%	Reduced -5.1k	-5,110 -1.5%
4	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	254,281	$13.3m5.98%	5.98%	Reduced -1.1k	-1,139 -0.5%
5	ISHARES TR IBOXX INV CP ETF LQD	LQD	121,283	$13.2m5.93%	5.93%	Reduced -429	-429 -0.3%
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	168,260	$13.0m5.82%	5.82%	Reduced -3.3k	-3,301 -1.9%
7	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	143,593	$12.4m5.55%	5.55%	Reduced -3.7k	-3,665 -2.5%
8	VANGUARD INDEX FDS VALUE ETF VTV	VTV	54,553	$11.9m5.33%	5.33%	Reduced -1.0k	-1,046 -1.9%
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	65,876	$9.8m4.38%	4.38%	Reduced -1.5k	-1,536 -2.3%
10	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	97,732	$9.2m4.14%	4.14%	Reduced -1.8k	-1,821 -1.8%
11	ISHARES TR 7-10 YR TRSY BD IEF	IEF	92,448	$8.7m3.92%	3.92%	Reduced -247	-247 -0.3%
12	ISHARES INC CORE MSCI EMKT IEMG	IEMG	94,923	$7.9m3.53%	3.53%	Reduced -2.1k	-2,095 -2.2%
13	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	157,262	$4.6m2.05%	2.05%	Reduced -150.8k	-150,765 -49.0%
14	ISHARES TR YLD OPTIM BD BYLD	BYLD	199,896	$4.5m2.03%	2.03%	New