0001839826-21-000010.txt : 20211008 0001839826-21-000010.hdr.sgml : 20211008 20211008084610 ACCESSION NUMBER: 0001839826-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211008 DATE AS OF CHANGE: 20211008 EFFECTIVENESS DATE: 20211008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Monterey Private Wealth, Inc. CENTRAL INDEX KEY: 0001839826 IRS NUMBER: 770576759 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20667 FILM NUMBER: 211313958 BUSINESS ADDRESS: STREET 1: 2340 GARDEN ROAD, STE 202 CITY: MONTEREY STATE: CA ZIP: 93940 BUSINESS PHONE: 831.372.3426 MAIL ADDRESS: STREET 1: 2340 GARDEN ROAD, STE 202 CITY: MONTEREY STATE: CA ZIP: 93940 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001839826 XXXXXXXX 09-30-2021 09-30-2021 Monterey Private Wealth, Inc.

2340 GARDEN ROAD, STE 202 MONTEREY CA 93940

13F HOLDINGS REPORT 028-20667 N Steven C. Merrell 831.372.3426 Steven C. Merrell Monterey CA 10-07-2021 0 98 178144 false INFORMATION TABLE 2 Monterey13f3q2021.xml ABBOTT LABS COM 002824100 471 4062 SH SOLE 0 0 4062 ABBVIE INC COM 00287Y109 341 3118 SH SOLE 0 0 3118 ADOBE SYSTEMS INCORPORATED COM 00724F101 401 708 SH SOLE 0 0 708 ALPHABET INC CAP STK CL A 02079K305 2119 779 SH SOLE 0 0 779 ALPHABET INC CAP STK CL C 02079K107 1217 447 SH SOLE 0 0 447 AMAZON COM INC COM 023135106 1356 421 SH SOLE 0 0 421 APPLE INC COM 037833100 11273 79889 SH SOLE 0 0 79889 ASML HOLDING N V N Y REGISTRY SHS N07059210 274 374 SH SOLE 0 0 374 AT&T INC COM 00206R102 467 17073 SH SOLE 0 0 17073 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7739 27833 SH SOLE 0 0 27833 BK OF AMERICA CORP COM 060505104 1246 28168 SH SOLE 0 0 28168 BOEING CO COM 097023105 362 1615 SH SOLE 0 0 1615 BRISTOL-MYERS SQUIBB CO COM 110122108 282 4768 SH SOLE 0 0 4768 BUTTERFLY NETWORK INC COM CL A 124155102 283 26117 SH SOLE 0 0 26117 CARRIER GLOBAL CORPORATION COM 14448C104 465 8802 SH SOLE 0 0 8802 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SOLE 0 0 6811 ISHARES TR SELECT DIVID ETF 464287168 655 5591 SH SOLE 0 0 5591 ISHARES TR EAFE SML CP ETF 464288273 310 4181 SH SOLE 0 0 4181 ISHARES TR CORE HIGH DV ETF 46429B663 288 2999 SH SOLE 0 0 2999 ISHARES TR MSCI USA MIN VOL 46429B697 8347 113206 SH SOLE 0 0 113206 ISHARES TR MSCI EAFE MIN VL 46429B689 4715 62822 SH SOLE 0 0 62822 ISHARES TR CORE DIV GRWTH 46434V621 4115 80864 SH SOLE 0 0 80864 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 1053 20615 SH SOLE 0 0 20615 JOHNSON & JOHNSON COM 478160104 719 4503 SH SOLE 0 0 4503 JPMORGAN CHASE & CO COM 46625H100 781 4633 SH SOLE 0 0 4633 KIMBERLY-CLARK CORP COM 494368103 334 2535 SH SOLE 0 0 2535 LILLY ELI & CO COM 532457108 595 2576 SH SOLE 0 0 2576 LOWES COS INC COM 548661107 222 1088 SH SOLE 0 0 1088 MACERICH CO COM 554382101 482 28440 SH SOLE 0 0 28440 MCDONALDS CORP COM 580135101 266 1084 SH SOLE 0 0 1084 MERCK & CO INC COM 58933Y105 564 6911 SH SOLE 0 0 6911 MICROSOFT CORP COM 594918104 3217 11141 SH SOLE 0 0 11141 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