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CIK: 0002036922
Total reported value
$289.8M
$289.8M
171 檔
14.0%
The Q1 2026 SEC filing reveals that Mccarter Private Wealth Services LLC held a total portfolio value of $289.8M, covering 171 public equity positions.
In Q1 2026, Mccarter Private Wealth Services LLC displayed an active expansion posture, initiating 23 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.53% | -0.48% | -4.62% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.54% | -0.24% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.08% | -0.81% | -1.94% | |
| 4 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.96% | -1.18% | -2.89% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | -0.19% | -0.63% | |
| 6 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.52% | -0.45% | +2.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | -0.21% | +3.59% | |
| 8 | AZO | Autozone Inc | Stock-Consumer Disc | 2.45% | -0.72% | -3.47% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.39% | -0.67% | +0.69% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.36% | -0.44% | -2.16% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.30% | -0.59% | +2.32% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | -0.33% | -10.19% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.00% | -0.74% | +2.35% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | -0.07% | -5.29% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.17% | +6.69% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.78% | -0.39% | +4.38% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.67% | -0.31% | +1.19% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.15% | +2.85% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.41% | -0.46% | -1.90% | |
| 20 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.36% | -0.09% | +6.07% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.30% | -0.23% | +7.09% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.05% | +5.73% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.24% | +0.63% | +6.49% | |
| 24 | SLV | Ishares Silver Trust | ETF-Commodities | 1.16% | -0.44% | — | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.15% | -0.10% | +6.45% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.34% | +8.29% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.02% | -0.20% | +33.62% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | -0.18% | +9.91% | |
| 29 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.97% | +0.10% | -1.09% | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.96% | +0.70% | +20.81% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.96% | -0.25% | +205.75% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.36% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.10% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.05% | +5.68% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.83% | -0.06% | +10.83% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.81% | -0.10% | +6.08% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.12% | +255.83% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.79% | -0.12% | +0.17% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.37% | +34.28% | |
| 40 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.76% | -0.19% | +1.74% | |
| 41 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.74% | -0.24% | +20.79% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | -0.07% | +10.68% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.12% | +2.21% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.09% | -14.49% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.14% | +15.54% | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.65% | -0.12% | +5.57% | |
| 47 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.65% | -0.09% | -29.20% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.20% | +11.58% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.63% | -0.27% | -11.56% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.16% | +12.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +0.7% | +205.75% | Add |
| 2 | LLY | Eli Lilly & Co | +0.5% | +255.83% | Add |
| 3 | CVX | Chevron CORP | +0.5% | +2.35% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | +6.07% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +34.28% | Add |
| 6 | AEM | Agnico Eagle Mines LTD | +0.3% | -2.89% | Trim |
| 7 | DELL | Dell Technologies -c | +0.3% | +20.81% | Add |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +33.62% | Add |
| 9 | COST | Costco Wholesale CORP | +0.3% | +0.69% | Add |
| 10 | GEV | GE Vernova Inc | +0.3% | +10.83% | Add |
| 11 | VLO | Valero Energy CORP | +0.2% | +5.57% | Add |
| 12 | DE | Deere & Co | +0.2% | +45.15% | Add |
| 13 | CIEN | Ciena CORP | +0.2% | +3.84% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +15.54% | Add |
| 15 | ETN | Eaton Corporation plc | +0.2% | +6.45% | Add |
| 16 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +20.79% | Add |
| 17 | PSX | Phillips 66 | +0.1% | +9.35% | Add |
| 18 | SU | Suncor Energy Inc | +0.1% | — | Unchanged |
| 19 | CSPF | C&s Pref & Income Active ETF | +0.1% | +25.35% | Add |
| 20 | MAR | Marriott International -cl A | +0.1% | +19.34% | Add |
| 21 | PEP | Pepsico Inc | +0.1% | +11.58% | Add |
| 22 | RTX | Rtx CORP | +0.1% | +2.32% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +10.05% | Add |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +33.02% | Add |
| 25 | VZ | Verizon Communications Inc | +0.1% | +17.11% | Add |
| 26 | ZTS | Zoetis Inc | +0.1% | +41.18% | Add |
| 27 | LOW | Lowe's Cos Inc | +0.1% | +27.04% | Add |
| 28 | PFE | Pfizer Inc | +0.1% | +21.61% | Add |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +9.91% | Add |
| 30 | TT | Trane Technologies plc | +0.1% | +6.08% | Add |
| 31 | BMY | Bristol-myers Squibb Co | +0.1% | +25.35% | Add |
| 32 | ROK | Rockwell Automation Inc | +0.1% | +82.08% | Add |
| 33 | SO | Southern Co/the | +0.1% | +31.52% | Add |
| 34 | AMAT | Applied Materials Inc | +0.1% | -4.02% | Trim |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +41.15% | Add |
| 36 | PNC | Pnc Financial Services Group | +0.1% | +51.18% | Add |
| 37 | WDC | Western Digital CORP | +0.1% | — | Unchanged |
| 38 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 39 | CME | Cme Group Inc | 0% | +25.14% | Add |
| 40 | WM | Waste Management Inc | 0% | +26.89% | Add |
| 41 | VRTX | Vertex Pharmaceuticals Inc | 0% | +7.09% | Add |
| 42 | MDLZ | Mondelez International Inc-a | 0% | +13.11% | Add |
| 43 | MCHP | Microchip Technology Inc | 0% | +25.50% | Add |
| 44 | UNP | Union Pacific CORP | 0% | +28.67% | Add |
| 45 | EMXF | Ishares Esg Adv Msci Em ETF | 0% | +22.86% | Add |
| 46 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 47 | ABBV | Abbvie Inc | 0% | +10.68% | Add |
| 48 | MPWR | Monolithic Power Systems Inc | 0% | -7.94% | Trim |
| 49 | MCD | Mcdonald's CORP | 0% | +10.79% | Add |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.34% | Add |
According to official SEC Form 13F filings, Mccarter Private Wealth Services LLC reported a total U.S. public equity portfolio value of $289.8M across 171 disclosed positions in Q1 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 AVGO, MSFT, TJX) accounted for 14.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
NFLX
市值: $2.1M
Top Position Liquidated / Trimmed
RDDT
前期市值: $544.8K
During Q1 2026, Mccarter Private Wealth Services LLC's top holdings by market value included AVGO (5.5%)、MSFT (3.6%)、TJX (3.1%). The largest single position, AVGO, represented 5.5% of total portfolio value.
In Q1 2026, Mccarter Private Wealth Services LLC made 140 total portfolio adjustments, initiating 23 new buys, adding to 78 positions, trimming 33 holdings, and fully liquidating 6 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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