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CIK: 0001103653
Total reported value
$3.8B
$3.8B
2444 檔
20.0%
During the Q2 2026 filing period, MassMutual Private Wealth & Trust, FSB (CIK: 0001103653) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 2444 reported positions.
In Q2 2026, MassMutual Private Wealth & Trust, FSB adopted a defensive or profit-taking posture, trimming 140 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 2444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.81% | +0.57% | -4.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.76% | +0.55% | -6.63% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.73% | -0.27% | +248.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | +1.28% | -1.45% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.81% | -0.05% | -1.97% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | +0.03% | -3.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | -0.18% | -8.25% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | -0.03% | +2.21% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.08% | -0.20% | -0.93% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | -0.10% | -3.33% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.55% | -0.18% | -3.56% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.54% | +0.02% | -5.35% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.53% | -0.10% | -2.19% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | +0.41% | +1.74% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | -0.11% | -6.98% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.03% | -1.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | — | +6.33% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.18% | +0.23% | -3.47% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | +0.02% | -3.73% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | -0.32% | -11.75% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.09% | +0.06% | +642.85% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.01% | -2.28% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.18% | -1.24% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.06% | +0.01% | +48.15% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.05% | -4.81% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.01% | +0.04% | +6.95% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.01% | -0.09% | -4.65% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.09% | -4.45% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.99% | -0.10% | -4.94% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.05% | -3.17% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | -0.07% | -4.17% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.11% | +0.70% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.87% | +0.11% | +1.30% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | -0.04% | -2.48% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.06% | -3.43% | |
| 36 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.81% | +0.05% | -2.13% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | +0.03% | -1.46% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | +0.22% | -1.97% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.09% | -2.44% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.67% | -0.01% | -1.75% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.67% | -0.06% | +2340.51% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.64% | +0.02% | +1.17% | |
| 43 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.63% | -0.06% | -4.81% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.59% | EXIT | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | -0.05% | -7.06% | |
| 46 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.57% | -0.02% | -4.06% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | +0.02% | -2.53% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.54% | -0.08% | -4.61% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.01% | -3.88% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.50% | +0.06% | -1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +0.4% | +1.30% | Add |
| 2 | CSCO | Cisco Systems Inc | +0.4% | -3.56% | Trim |
| 3 | SCHO | Schwab Short-term US Treas | +0.3% | +48.15% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | -0.93% | Trim |
| 5 | MRVL | Marvell Technology Inc | +0.3% | -8.86% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | -11.75% | Trim |
| 7 | ✓ | +0.2% | NEW | New buy | |
| 8 | ✓ | +0.2% | NEW | New buy | |
| 9 | AMD | Advanced Micro Devices | +0.2% | +99.14% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -3.33% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.25% | Trim |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | +642.85% | Add |
| 13 | AAPL | Apple Inc | +0.2% | -4.18% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +2.21% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | -2.48% | Trim |
| 16 | AMAT | Applied Materials Inc | +0.1% | +57.58% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.61% | Trim |
| 18 | LRCX | Lam Research CORP | +0.1% | +199.79% | Add |
| 19 | INTC | Intel CORP | +0.1% | +128.65% | Add |
| 20 | DFAS | Dimensional US Small Cap ETF | +0.1% | -2.19% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.97% | Trim |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.84% | Trim |
| 23 | MU | Micron Technology Inc | +0.1% | +6.09% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +198.12% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | -6.63% | Trim |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.95% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | -4.65% | Trim |
| 28 | AVEM | Avantis Emerging Markets Eq | +0.1% | +1.17% | Add |
| 29 | V | Visa Inc-class A Shares | +0.1% | -1.74% | Trim |
| 30 | ABBV | Abbvie Inc | +0.1% | -2.28% | Trim |
| 31 | APD | Air Products & Chemicals Inc | +0.1% | +84.09% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.33% | Add |
| 33 | QCOM | Qualcomm Inc | +0.1% | -3.60% | Trim |
| 34 | GLW | Corning Inc | +0.1% | -9.73% | Trim |
| 35 | BAC | Bank Of America CORP | +0.1% | -4.17% | Trim |
| 36 | ETN | Eaton Corporation plc | +0.1% | -2.53% | Trim |
| 37 | BX | Blackstone Inc | +0.1% | +31.46% | Add |
| 38 | CDNS | Cadence Design Sys Inc | +0.1% | +16.58% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | +0.1% | +147.46% | Add |
| 40 | HGER | Harbor Commodity All Weather | +0.1% | NEW | New buy |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +1.14% | Add |
| 42 | MS | Morgan Stanley | 0% | -7.55% | Trim |
| 43 | CMI | Cummins Inc | 0% | +1.89% | Add |
| 44 | MCHP | Microchip Technology Inc | 0% | -5.02% | Trim |
| 45 | JUSA | JPM US Rsrch Enhnc L Cap ETF | 0% | NEW | New buy |
| 46 | MDY | State Street Spdr S&p Midcap | 0% | -4.94% | Trim |
| 47 | IEMG | Ishares Core Msci Emerging | 0% | -7.06% | Trim |
| 48 | UNP | Union Pacific CORP | 0% | +0.33% | Add |
| 49 | VIS | Vanguard Industrials ETF | 0% | -0.54% | Trim |
| 50 | KLAC | Kla CORP | 0% | +1281.39% | Add |
According to official SEC Form 13F filings, MassMutual Private Wealth & Trust, FSB reported a total U.S. public equity portfolio value of $3.8B across 2444 disclosed positions in Q2 2026.
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 AAPL, NVDA, VO) accounted for 20.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $9.5M
Top Position Liquidated / Trimmed
HON
前期市值: $19.5M
During Q2 2026, MassMutual Private Wealth & Trust, FSB's top holdings by market value included AAPL (4.8%)、NVDA (4.8%)、VO (3.7%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q2 2026, MassMutual Private Wealth & Trust, FSB made 198 total portfolio adjustments, initiating 4 new buys, adding to 52 positions, trimming 140 holdings, and fully liquidating 2 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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