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CIK: 0001335851
Total reported value
$1.4B
$1.4B
169 檔
30.5%
In Q1 2026, Private Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 169 disclosed stock positions.
In Q1 2026, Private Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 72 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.38% | +0.01% | -1.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.80% | +0.77% | -20.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.66% | +0.58% | -2.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | -0.75% | +0.31% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.44% | +0.08% | +1.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.73% | +0.38% | +3.93% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.42% | -0.15% | -2.00% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.22% | +0.07% | -0.17% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.87% | -0.11% | -0.79% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.60% | +0.33% | -3.76% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.60% | -0.77% | -3.03% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.42% | +0.10% | -4.10% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.40% | -0.39% | -0.05% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.39% | +0.07% | +0.14% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 2.38% | -2.38% | EXIT | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.37% | -0.68% | -0.85% | |
| 17 | MCK | Mckesson CORP | Stock-Healthcare | 2.02% | -0.58% | -0.83% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.74% | +2.42% | -1.09% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.48% | -0.17% | +91.93% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.14% | -0.85% | |
| 21 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 1.39% | +0.10% | -22.11% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.37% | -0.18% | -1.24% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.31% | -0.25% | +4.86% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.21% | -12.62% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.16% | +0.28% | -2.79% | |
| 26 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.95% | -0.39% | +0.44% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.17% | -2.49% | |
| 28 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.85% | -0.03% | -1.53% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | -0.13% | +0.46% | |
| 30 | KKR | Kkr & Co Inc | Stock-Financials | 0.78% | +0.05% | -0.21% | |
| 31 | TPG | Tpg Inc | Stock-Financials | 0.76% | -0.31% | +8.84% | |
| 32 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.66% | -0.09% | -2.16% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.65% | +0.12% | -0.89% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.13% | +202.42% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.07% | +10.76% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.63% | -0.02% | -0.44% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.16% | -0.29% | |
| 38 | FTNT | Fortinet Inc | Stock-Tech | 0.57% | +0.42% | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.30% | -46.92% | |
| 40 | MRVL | Marvell Technology Inc | Stock-Tech | 0.45% | +0.63% | -2.36% | |
| 41 | MPLX | Mplx LP | Stock-Energy | 0.41% | -0.04% | — | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.39% | -0.39% | EXIT | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.35% | -0.04% | +1.53% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.02% | -1.37% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.05% | -13.41% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.07% | -1.04% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.06% | -5.17% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.30% | -0.07% | +0.15% | |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.30% | -0.01% | +10.85% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.27% | +0.06% | +10.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | -3.03% | Trim |
| 2 | SCHW | Schwab (charles) CORP | +0.7% | +91.93% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.5% | -0.79% | Trim |
| 4 | HON | Honeywell International Inc | +0.5% | -1.24% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.5% | -0.85% | Trim |
| 6 | ORCL | Oracle CORP | +0.4% | +202.42% | Add |
| 7 | SOLS | Solstice Adv Materials Inc | +0.3% | -22.11% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.3% | -0.85% | Trim |
| 9 | PFE | Pfizer Inc | +0.3% | +4.86% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +3.93% | Add |
| 11 | MCK | Mckesson CORP | +0.2% | -0.83% | Trim |
| 12 | FCX | Freeport-mcmoran Inc | +0.2% | -1.53% | Trim |
| 13 | KMI | Kinder Morgan, Inc. | +0.2% | -2.16% | Trim |
| 14 | ADI | Analog Devices Inc | +0.1% | -0.44% | Trim |
| 15 | NXPI | NXP Semiconductors N.V. | +0.1% | +203.65% | Add |
| 16 | ETN | Eaton Corporation plc | +0.1% | +28.08% | Add |
| 17 | MRVL | Marvell Technology Inc | +0.1% | -2.36% | Trim |
| 18 | ABBV | Abbvie Inc | +0.1% | +0.14% | Add |
| 19 | EPD | Enterprise Products Partners | +0.1% | +1.53% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +108.69% | Add |
| 21 | BKR | Baker Hughes Co | +0.1% | — | Unchanged |
| 22 | AVGO | Broadcom Inc | +0.1% | +48.24% | Add |
| 23 | MPLX | Mplx LP | +0.1% | — | Unchanged |
| 24 | FTNT | Fortinet Inc | +0.1% | — | Unchanged |
| 25 | OXY | Occidental Petroleum CORP | +0.1% | -13.21% | Trim |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.90% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +43.39% | Add |
| 28 | GLD | Spdr Gold Shares | +0.1% | -1.04% | Trim |
| 29 | AMD | Advanced Micro Devices | 0% | -1.09% | Trim |
| 30 | NNE | Nano Nuclear Energy Inc | 0% | +191.60% | Add |
| 31 | CCJ | Cameco CORP | 0% | — | Unchanged |
| 32 | NEE | Nextera Energy Inc | 0% | +0.07% | Add |
| 33 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | +10.85% | Add |
| 34 | LRCX | Lam Research CORP | 0% | +81.87% | Add |
| 35 | PM | Philip Morris International | 0% | +27.10% | Add |
| 36 | XOM | Exxon Mobil CORP | 0% | +0.41% | Add |
| 37 | COP | Conocophillips | 0% | -4.40% | Trim |
| 38 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 39 | VZ | Verizon Communications Inc | 0% | -0.19% | Trim |
| 40 | MA | Mastercard Inc - A | 0% | +10.76% | Add |
| 41 | WMT | Walmart Inc | 0% | -1.33% | Trim |
| 42 | DUK | Duke Energy CORP | 0% | +0.12% | Add |
| 43 | MCD | Mcdonald's CORP | 0% | +3.31% | Add |
| 44 | PEP | Pepsico Inc | 0% | -5.17% | Trim |
| 45 | SYK | Stryker CORP | 0% | +0.46% | Add |
| 46 | ACN | Accenture plc | 0% | +68.42% | Add |
| 47 | INTC | Intel CORP | 0% | — | Unchanged |
| 48 | KR | Kroger Co | 0% | — | Unchanged |
| 49 | BITB | Bitwise Bitcoin ETF | 0% | +55.51% | Add |
| 50 | CAT | Caterpillar Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Private Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.4B across 169 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 AAPL, NVDA, GOOGL) accounted for 30.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VMC
市值: $1.1M
Top Position Liquidated / Trimmed
TEK
前期市值: $1.4M
During Q1 2026, Private Wealth Partners, LLC's top holdings by market value included AAPL (8.4%)、NVDA (7.8%)、GOOGL (6.7%). The largest single position, AAPL, represented 8.4% of total portfolio value.
In Q1 2026, Private Wealth Partners, LLC made 138 total portfolio adjustments, initiating 10 new buys, adding to 45 positions, trimming 72 holdings, and fully liquidating 11 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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