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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2394 檔
21.1%
According to the latest 13F quarterly dataset, MassMutual Private Wealth & Trust, FSB managed an equity portfolio of $3.9B at the end of Q4 2025, spanning 2394 distinct U.S. exchange-listed positions.
In Q4 2025, MassMutual Private Wealth & Trust, FSB adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 2394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.01% | +0.08% | -2.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.80% | +0.17% | -2.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.21% | -2.65% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.89% | -0.29% | -0.55% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | +0.12% | -3.73% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +0.20% | -2.46% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.52% | +0.10% | -2.08% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | +0.16% | -4.32% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.26% | -1.71% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.22% | -5.65% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.08% | -0.69% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | -0.07% | -2.26% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.36% | +0.11% | -0.54% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | +0.07% | -2.40% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.25% | +0.01% | -2.53% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | +0.06% | -1.21% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.43% | -4.40% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.12% | -0.13% | -3.74% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.21% | -2.39% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.43% | -2.48% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.06% | -3.03% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | — | -3.46% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.07% | -3.37% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.18% | -1.96% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.06% | -9.31% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | +0.05% | -2.81% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.92% | +0.19% | -3.74% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.90% | +0.03% | -3.02% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.87% | -0.04% | -0.29% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.08% | -2.60% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | +0.08% | -0.28% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.24% | -4.75% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.03% | -1.33% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.79% | -0.03% | -1.79% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.78% | -0.01% | -3.21% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.06% | -5.05% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.15% | +2.63% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.41% | -3.29% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.68% | -0.07% | -3.57% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | — | +288.90% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.65% | -0.02% | -1.86% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.10% | -1.87% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.08% | -5.93% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.19% | +20.47% | |
| 45 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.55% | -0.01% | -2.91% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.53% | +0.30% | +0.94% | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | +0.08% | -1.13% | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.51% | -0.14% | -2.84% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.03% | -4.61% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.14% | -3.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.46% | Trim |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +288.90% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -5.65% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +222.20% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +2.63% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -2.74% | Trim |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | +261.29% | Add |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +987.90% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +20.47% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.33% | Trim |
| 11 | CAT | Caterpillar Inc | +0.1% | -4.75% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -2.48% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.03% | Trim |
| 14 | MRK | Merck & Co. Inc. | +0.1% | -2.29% | Trim |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | +9.83% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | -2.08% | Trim |
| 17 | CB | Chubb Limited | +0.1% | -1.79% | Trim |
| 18 | RTX | Rtx CORP | +0.1% | -3.74% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | -1.71% | Trim |
| 20 | WMT | Walmart Inc | +0.1% | -2.39% | Trim |
| 21 | VO | Vanguard Mid-cap ETF | 0% | -0.55% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -4.32% | Trim |
| 23 | ABBV | Abbvie Inc | 0% | -3.37% | Trim |
| 24 | VNQ | Vanguard Real Estate ETF | 0% | -3.29% | Trim |
| 25 | VGSH | Vanguard Short-term Treasury | 0% | -5.05% | Trim |
| 26 | AOS | Smith (a.o.) CORP | -0.1% | -4.32% | Trim |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.1% | -44.10% | Trim |
| 28 | DOW | Dow Inc | -0.1% | -43.46% | Trim |
| 29 | SPGI | S&p Global Inc | -0.1% | -22.44% | Trim |
| 30 | ROP | Roper Technologies Inc | -0.1% | -6.14% | Trim |
| 31 | ETN | Eaton Corporation plc | -0.1% | -0.10% | Trim |
| 32 | RMD | Resmed Inc | -0.1% | -2.59% | Trim |
| 33 | BLK | Blackrock Inc | -0.1% | -4.02% | Trim |
| 34 | ZTS | Zoetis Inc | -0.1% | -31.20% | Trim |
| 35 | VZ | Verizon Communications Inc | -0.1% | -6.88% | Trim |
| 36 | CVX | Chevron CORP | -0.1% | -4.40% | Trim |
| 37 | CSL | Carlisle Cos Inc | -0.1% | -20.19% | Trim |
| 38 | SYK | Stryker CORP | -0.1% | -5.93% | Trim |
| 39 | ACN | Accenture plc | -0.1% | -26.37% | Trim |
| 40 | NVDA | Nvidia CORP | -0.1% | -2.84% | Trim |
| 41 | ORLY | O'reilly Automotive Inc | -0.2% | -3.57% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -9.31% | Trim |
| 43 | ADBE | Adobe Inc | -0.2% | -25.50% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.2% | -0.69% | Trim |
| 45 | NOW | Servicenow Inc | -0.2% | +305.85% | Add |
| 46 | KMX | Carmax Inc | -0.2% | -99.75% | Trim |
| 47 | HD | Home Depot Inc | -0.2% | -3.46% | Trim |
| 48 | FISV | Fiserv Inc | -0.4% | -84.45% | Trim |
| 49 | MSFT | Microsoft CORP | -0.4% | -2.65% | Trim |
| 50 | JBND | Jpmorgan Active Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, MassMutual Private Wealth & Trust, FSB reported a total U.S. public equity portfolio value of $3.9B across 2394 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 21.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
JBND
市值: $2.6M
Top Position Liquidated / Trimmed
NVDA
前期市值: $200.3M
During Q4 2025, MassMutual Private Wealth & Trust, FSB's top holdings by market value included NVDA (5.0%)、AAPL (4.8%)、MSFT (4.6%). The largest single position, NVDA, represented 5.0% of total portfolio value.
In Q4 2025, MassMutual Private Wealth & Trust, FSB made 50 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 41 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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