0001839826-21-000009.txt : 20210830 0001839826-21-000009.hdr.sgml : 20210830 20210830113452 ACCESSION NUMBER: 0001839826-21-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210830 DATE AS OF CHANGE: 20210830 EFFECTIVENESS DATE: 20210830 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: 211221805 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 06-30-2021 06-30-2021 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 08-30-2021 0 98 174219 false INFORMATION TABLE 2 monterey13f2q2021.xml ABBOTT LABS COM 002824100 467 4028 SH SOLE 0 0 4028 ABBVIE INC COM 00287Y109 351 3117 SH SOLE 0 0 3117 ADOBE SYSTEMS INCORPORATED COM 00724F101 415 708 SH SOLE 0 0 708 ALPHABET INC CAP STK CL A 02079K305 1912 783 SH SOLE 0 0 783 ALPHABET INC CAP STK CL C 02079K107 1103 440 SH SOLE 0 0 440 AMAZON COM INC COM 023135106 1472 428 SH SOLE 0 0 428 APPLE INC COM 037833100 11285 82398 SH SOLE 0 0 82398 ASML HOLDING N V N Y REGISTRY SHS N07059210 258 374 SH SOLE 0 0 374 AT&T INC COM 00206R102 545 18924 SH SOLE 0 0 18924 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7735 27833 SH SOLE 0 0 27833 BK OF AMERICA CORP COM 060505104 1160 28147 SH SOLE 0 0 28147 BOEING CO COM 097023105 448 1871 SH SOLE 0 0 1871 BRISTOL-MYERS SQUIBB CO COM 110122108 318 4760 SH SOLE 0 0 4760 BUTTERFLY NETWORK INC COM CL A 124155102 378 26117 SH SOLE 0 0 26117 CARRIER GLOBAL CORPORATION COM 14448C104 428 8801 SH SOLE 0 0 8801 CHEVRON CORP NEW COM 166764100 668 6375 SH SOLE 0 0 6375 CISCO SYS INC COM 17275R102 634 11961 SH SOLE 0 0 11961 COHEN & STEERS INFRASTRUCTUR COM 19248A109 658 22943 SH SOLE 0 0 22943 COLGATE PALMOLIVE CO COM 194162103 214 2632 SH SOLE 0 0 2632 COMCAST CORP NEW CL A 20030N101 528 9253 SH SOLE 0 0 9253 COSTCO WHSL CORP NEW COM 22160K105 1494 3775 SH SOLE 0 0 3775 CSX CORP COM 126408103 244 7620 SH SOLE 0 0 7620 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 776 28752 SH SOLE 0 0 28752 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 238 2843 SH SOLE 0 0 2843 DISNEY WALT CO COM 254687106 1657 9426 SH SOLE 0 0 9426 DOMINION ENERGY INC COM 25746U109 206 2804 SH SOLE 0 0 2804 ECOLAB INC COM 278865100 283 1373 SH SOLE 0 0 1373 EDWARDS LIFESCIENCES CORP COM 28176E108 331 3195 SH SOLE 0 0 3195 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 308 10057 SH SOLE 0 0 10057 EXXON MOBIL CORP COM 30231G102 1242 19687 SH SOLE 0 0 19687 FACEBOOK INC CL A 30303M102 476 1369 SH SOLE 0 0 1369 FIRST TR EXCH 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