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MMA ASSET MANAGEMENT LLC

Q4 2025 · 13F-HR

MMA ASSET MANAGEMENT LLCholdings as filed

Filed 2026-02-03 · accession 0001193125-26-033937

$280.5M
Reported value
182
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287408IVEISHARES TR$25.7M9.16%121,170CommonNONE
78464A409SPYGSPDR SERIES TRUST$23.5M8.37%220,020CommonNONE
46429B267GOVTISHARES TR$14.4M5.12%623,614CommonNONE
464287200IVVISHARES TR$10.7M3.81%15,594CommonNONE
78464A854SPYMSPDR SERIES TRUST$8.2M2.94%102,806CommonNONE
922908538VOTVANGUARD INDEX FDS$5.6M2.00%20,054CommonNONE
464287879IJSISHARES TR$5.5M1.96%48,460CommonNONE
78463V107GLDSPDR GOLD TR$5.0M1.80%12,741CommonNONE
921937835BNDVANGUARD BD INDEX FDS$4.8M1.71%64,670CommonNONE
46434G103IEMGISHARES INC$4.7M1.69%70,419CommonNONE
35473P678FLGBFRANKLIN TEMPLETON ETF TR$4.7M1.67%138,788CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.7M1.67%55,784CommonNONE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$4.5M1.62%132,057CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$4.3M1.55%64,329CommonNONE
464288877EFVISHARES TR$4.3M1.54%60,373CommonNONE
464287242LQDISHARES TR$4.2M1.49%37,974CommonNONE
464287887IJTISHARES TR$4.2M1.48%29,445CommonNONE
464288885EFGISHARES TR$4.0M1.41%34,772CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.8M1.35%47,571CommonNONE
464288588MBBISHARES TR$3.7M1.31%38,531CommonNONE
594918104MSFTMICROSOFT CORP$3.6M1.28%7,445CommonNONE
464286764EWPISHARES INC$3.5M1.25%65,243CommonNONE
464286806EWGISHARES INC$3.5M1.24%82,000CommonNONE
35473P819FLCHFRANKLIN TEMPLETON ETF TR$3.0M1.08%127,272CommonNONE
922908512VOEVANGUARD INDEX FDS$3.0M1.06%16,844CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.9M1.02%19,952CommonNONE
037833100AAPLAPPLE INC$2.9M1.02%10,545CommonNONE
46435G672IAGGISHARES TR$2.7M0.97%54,461CommonNONE
67066G104NVDANVIDIA CORPORATION$2.7M0.96%14,464CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.4M0.86%30,694CommonNONE
35473P835FLBRFRANKLIN TEMPLETON ETF TR$2.3M0.81%119,064CommonNONE
464287614IWFISHARES TR$2.3M0.81%4,779CommonNONE
46432F842IEFAISHARES TR$2.2M0.78%24,324CommonNONE
78464A847SPMDSPDR SERIES TRUST$2.1M0.75%36,219CommonNONE
023135106AMZNAMAZON COM INC$2.1M0.73%8,931CommonNONE
02079K107GOOGALPHABET INC$2.0M0.72%6,448CommonNONE
808524631SCYBSCHWAB STRATEGIC TR$2.0M0.71%75,441CommonNONE
464286822EWWISHARES INC$1.6M0.58%23,546CommonNONE
464287598IWDISHARES TR$1.6M0.57%7,665CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.6M0.56%25,175CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M0.55%28,424CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.54%2CommonNONE
35473P710FLKRFRANKLIN TEMPLETON ETF TR$1.4M0.50%43,862CommonNONE
464287309IVWISHARES TR$1.4M0.50%11,344CommonNONE
464287176TIPISHARES TR$1.4M0.48%12,333CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$1.3M0.48%17,775CommonNONE
464287507IJHISHARES TR$1.2M0.44%18,839CommonNONE
69374H709GCOWPACER FDS TR$1.2M0.44%30,056CommonNONE
464287648IWOISHARES TR$1.2M0.44%3,820CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.44%3,900CommonNONE
46431W838MEARISHARES U S ETF TR$1.2M0.43%24,073CommonNONE
464287432TLTISHARES TR$1.1M0.40%13,002CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.40%2,241CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.40%1,683CommonNONE
464287804IJRISHARES TR$1.1M0.39%9,137CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.1M0.38%9,131CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$1.1M0.38%51,735CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.0M0.37%6,730CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.0M0.36%10,864CommonNONE
74348A467NOBLPROSHARES TR$991,1470.35%9,524CommonNONE
369604301GEGE AEROSPACE$986,3120.35%3,202CommonNONE
19761L706RECSCOLUMBIA ETF TR I$985,0740.35%24,120CommonNONE
47103U746JSIJANUS DETROIT STR TR$981,3830.35%18,851CommonNONE
931142103WMTWALMART INC$903,0890.32%8,106CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$895,1440.32%4,673CommonNONE
464287630IWNISHARES TR$891,9160.32%4,922CommonNONE
092528207INMUBLACKROCK ETF TRUST II$882,4120.31%36,706CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$841,0010.30%18,267CommonNONE
47103U852JMBSJANUS DETROIT STR TR$832,9290.30%18,230CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$823,3790.29%1,207CommonNONE
88160R101TSLATESLA INC$777,1160.28%1,728CommonNONE
464288687PFFISHARES TR$770,9970.27%24,903CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$757,4780.27%4,083CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$756,9930.27%30,438CommonNONE
478160104JNJJOHNSON & JOHNSON$745,0720.27%3,600CommonNONE
464288521USRTISHARES TR$720,2590.26%12,645CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$705,9520.25%5,912CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$685,3280.24%15,604CommonNONE
69374H881COWZPACER FDS TR$684,5420.24%11,377CommonNONE
30231G102XOMEXXON MOBIL CORP$680,5920.24%5,656CommonNONE
532457108LLYELI LILLY & CO$671,6750.24%625CommonNONE
922908769VTIVANGUARD INDEX FDS$667,3280.24%1,990CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$664,1570.24%1,953CommonNONE
79466L302CRMSALESFORCE INC$624,9230.22%2,359CommonNONE
46429B747STIPISHARES TR$624,5790.22%6,100CommonNONE
580135101MCDMCDONALDS CORP$621,9570.22%2,035CommonNONE
464287226AGGISHARES TR$616,9020.22%6,176CommonNONE
58733R102MELIMERCADOLIBRE INC$616,3640.22%306CommonNONE
46090E103QQQINVESCO QQQ TR$609,6870.22%992CommonNONE
060505104BACBANK AMERICA CORP$600,1530.21%10,912CommonNONE
651639106NEMNEWMONT CORP$597,5020.21%5,984CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$596,3890.21%7,678CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$580,8250.21%1,803CommonNONE
11135F101AVGOBROADCOM INC$561,0280.20%1,621CommonNONE
747525103QCOMQUALCOMM INC$553,1760.20%3,234CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$550,4390.20%15,790CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$540,9490.19%12,470CommonNONE
46429B366CMBSISHARES TR$536,2970.19%10,927CommonNONE
922908363VOOVANGUARD INDEX FDS$528,9030.19%843CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$528,6720.19%13,682CommonNONE
36828A101GEVGE VERNOVA INC$522,8560.19%800CommonNONE
78463X533EDIVSPDR INDEX SHS FDS$518,6710.18%13,248CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$507,5390.18%3,272CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$498,3620.18%9,851CommonNONE
58155Q103MCKMCKESSON CORP$486,4320.17%593CommonNONE
17275R102CSCOCISCO SYS INC$475,0440.17%6,167CommonNONE
92556V106VTRSVIATRIS INC$464,7720.17%37,331CommonNONE
949746101WMT2WELLS FARGO CO NEW$459,1030.16%4,926CommonNONE
464288638IGIBISHARES TR$457,9360.16%8,499CommonNONE
68389X105ORCLORACLE CORP$444,5900.16%2,281CommonNONE
833445109SNOWSNOWFLAKE INC$443,9850.16%2,024CommonNONE
02209S103MOALTRIA GROUP INC$428,8750.15%7,438CommonNONE
713448108PEPPEPSICO INC$422,9240.15%2,947CommonNONE
803054204SAPSAP SE$420,7200.15%1,732CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$420,6320.15%9,408CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$419,2180.15%2,039CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$413,4190.15%10,153CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$412,1360.15%7,666CommonNONE
00206R102TAT&T INC$408,4440.15%16,443CommonNONE
345370860FFORD MTR CO$403,5680.14%30,760CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$400,8240.14%456CommonNONE
92189F676SMHVANECK ETF TRUST$388,2200.14%1,078CommonNONE
69374H436QDPLPACER FDS TR$386,7380.14%9,104CommonNONE
172967424CCITIGROUP INC$381,8100.14%3,272CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$377,8280.13%13,942CommonNONE
902973304USBUS BANCORP DEL$376,0280.13%7,047CommonNONE
316773100FITBFIFTH THIRD BANCORP$372,7480.13%7,963CommonNONE
534187109LNCLINCOLN NATL CORP IND$372,1370.13%8,357CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$371,1550.13%6,456CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$369,7810.13%8,662CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$368,7240.13%1,256CommonNONE
989701107ZIONZIONS BANCORPORATION N A$367,3390.13%6,275CommonNONE
61774R825EVSDMORGAN STANLEY ETF TRUST$364,4270.13%7,084CommonNONE
464287168DVYISHARES TR$364,2080.13%2,580CommonNONE
717081103PFEPFIZER INC$361,6730.13%14,525CommonNONE
78468R853SPSMSPDR SERIES TRUST$360,5770.13%7,695CommonNONE
126650100CVSCVS HEALTH CORP$358,9450.13%4,523CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$355,0090.13%7,347CommonNONE
902681105UGIUGI CORP NEW$354,3500.13%9,467CommonNONE
55261F104MTBM & T BK CORP$353,7990.13%1,756CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$344,6870.12%14,350CommonNONE
026874784AIGAMERICAN INTL GROUP INC$344,3390.12%4,025CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$337,7280.12%2,354CommonNONE
464287721IYWISHARES TR$335,4620.12%1,680CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$332,7030.12%18,765CommonNONE
78464A508SPYVSPDR SERIES TRUST$326,1540.12%5,741CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$325,9600.12%7,083CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$321,3180.11%8,772CommonNONE
78464A292PSKSPDR SERIES TRUST$314,1110.11%9,912CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$313,2050.11%1,057CommonNONE
464287440IEFISHARES TR$306,6260.11%3,189CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$306,5710.11%5,293CommonNONE
58933Y105MRKMERCK & CO INC$303,5590.11%2,884CommonNONE
00039J103YEARAB ACTIVE ETFS INC$302,2020.11%5,987CommonNONE
464287606IJKISHARES TR$301,3940.11%3,111CommonNONE
464288513HYGISHARES TR$299,7820.11%3,718CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$299,4530.11%5,815CommonNONE
461202103INTUINTUIT$292,1270.10%441CommonNONE
92826C839VVISA INC$287,5020.10%820CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$286,1220.10%6,443CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$278,1360.10%900CommonNONE
92204A702VGTVANGUARD WORLD FD$278,0080.10%369CommonNONE
166764100CVXCHEVRON CORP NEW$277,3260.10%1,820CommonNONE
98149E303GLDMWORLD GOLD TR$276,5990.10%3,240CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$253,5790.09%5,393CommonNONE
437076102HDHOME DEPOT INC$252,9140.09%735CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$248,1720.09%6,093CommonNONE
464286533EEMVISHARES INC$246,1930.09%3,844CommonNONE
00287Y109ABBVABBVIE INC$244,2560.09%1,069CommonNONE
00214Q104ARKKARK ETF TR$233,2660.08%3,033CommonNONE
464288281EMBISHARES TR$227,7980.08%2,366CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$227,1430.08%4,489CommonNONE
46429B697USMVISHARES TR$221,3700.08%2,351CommonNONE
025816109AXPAMERICAN EXPRESS CO$221,2300.08%598CommonNONE
37954Y483QYLDGLOBAL X FDS$219,2320.08%12,407CommonNONE
464287705IJJISHARES TR$215,0180.08%1,634CommonNONE
92189F601NLRVANECK ETF TRUST$208,5320.07%1,679CommonNONE
149123101CATCATERPILLAR INC$208,5250.07%364CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$205,1630.07%6,289CommonNONE
464287481IWPISHARES TR$204,3140.07%1,492CommonNONE
21240E105VLRSCONTROLADORA VUELA COMP DE A$133,2000.05%15,000CommonNONE
38341P102GOSSGOSSAMER BIO INC$31,0000.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.