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CIK: 0001335851
Total reported value
$1.5B
$1.5B
178 檔
32.1%
As reported in its official Q2 2026 Form 13F filing, Private Wealth Partners, LLC's tracked investment portfolio stood at $1.5B with 178 total positions.
In Q2 2026, Private Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 83 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.57% | +0.71% | +3.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.39% | +0.80% | -5.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.24% | -0.83% | -5.58% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | +1.58% | -6.90% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.52% | — | -3.72% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 4.16% | -0.02% | -9.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.11% | -0.09% | +14.03% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.29% | -0.01% | -2.66% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.27% | -0.14% | -7.03% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.93% | -0.28% | -1.38% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.76% | +0.21% | -2.45% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.52% | -0.40% | -5.90% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.46% | -0.04% | -4.15% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.01% | +0.63% | -11.23% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.83% | +0.31% | -5.17% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.69% | -0.13% | -18.20% | |
| 17 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 1.49% | -0.60% | -0.61% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | -0.13% | -1.33% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.44% | +0.11% | -11.67% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.44% | -0.21% | -6.64% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.31% | — | -2.71% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.01% | -6.01% | |
| 23 | ✓ | Stock-Other | 1.20% | -0.02% | — | ||
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.19% | +0.07% | -6.26% | |
| 25 | ✓ | Stock-Other | 1.19% | -0.15% | — | ||
| 26 | MRVL | Marvell Technology Inc | Stock-Tech | 1.08% | -0.17% | -13.30% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.06% | +0.19% | +2.47% | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 0.99% | +0.10% | — | |
| 29 | KKR | Kkr & Co Inc | Stock-Financials | 0.83% | -0.04% | +15.57% | |
| 30 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.82% | +0.05% | -2.07% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.77% | -0.11% | +0.41% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.20% | -17.66% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.66% | -0.10% | -4.69% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.61% | -0.04% | -16.18% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.57% | -0.06% | -2.45% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | +0.01% | -6.55% | |
| 37 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.56% | -0.02% | -7.40% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.22% | -13.59% | |
| 39 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.48% | -0.13% | +149.93% | |
| 40 | TPG | Tpg Inc | Stock-Financials | 0.45% | +0.03% | -35.85% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.08% | -20.07% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | -0.01% | -4.86% | |
| 43 | MPLX | Mplx LP | Stock-Energy | 0.38% | -0.02% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | — | -1.20% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.33% | -0.03% | +26.71% | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.31% | -0.02% | — | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.29% | -0.01% | -2.35% | |
| 48 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.29% | -0.02% | -4.70% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | +0.03% | +1.72% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.26% | -0.02% | -14.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.4% | -9.39% | Trim |
| 2 | ✓ | +1.2% | NEW | New buy | |
| 3 | ✓ | +1.2% | NEW | New buy | |
| 4 | NVDA | Nvidia CORP | +0.8% | +3.51% | Add |
| 5 | MRVL | Marvell Technology Inc | +0.6% | -13.30% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.58% | Trim |
| 7 | FTNT | Fortinet Inc | +0.4% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +14.03% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -1.38% | Trim |
| 10 | JTEK | Jpmorgan US Tech Leaders | +0.3% | +149.93% | Add |
| 11 | QCOM | Qualcomm Inc | +0.3% | -6.64% | Trim |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.33% | Trim |
| 13 | INTC | Intel CORP | +0.2% | -14.43% | Trim |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +1.72% | Add |
| 15 | MS | Morgan Stanley | +0.1% | +0.41% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -5.90% | Trim |
| 17 | SOLS | Solstice Adv Materials Inc | +0.1% | -0.61% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | -3.72% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.29% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | -2.66% | Trim |
| 21 | ABBV | Abbvie Inc | +0.1% | -4.15% | Trim |
| 22 | CIEN | Ciena CORP | +0.1% | NEW | New buy |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 24 | GSGO | Gldmn Schs Grwth Oprtnty ETF | +0.1% | NEW | New buy |
| 25 | BX | Blackstone Inc | +0.1% | +26.71% | Add |
| 26 | MU | Micron Technology Inc | +0.1% | -12.82% | Trim |
| 27 | KKR | Kkr & Co Inc | +0.1% | +15.57% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | -4.86% | Trim |
| 29 | GTOP | Gs Tech Opportunities ETF | +0.1% | +4.97% | Add |
| 30 | LRCX | Lam Research CORP | 0% | -10.27% | Trim |
| 31 | TEK | Ishares Technology Opp A ETF | 0% | NEW | New buy |
| 32 | NXPI | NXP Semiconductors N.V. | 0% | -11.21% | Trim |
| 33 | PM | Philip Morris International | 0% | +25.85% | Add |
| 34 | NNE | Nano Nuclear Energy Inc | 0% | +59.76% | Add |
| 35 | KLAC | Kla CORP | 0% | +900.00% | Add |
| 36 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.20% | Trim |
| 38 | ETN | Eaton Corporation plc | 0% | -2.35% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 0% | +6.59% | Add |
| 40 | CAT | Caterpillar Inc | 0% | -1.95% | Trim |
| 41 | OKLO | Oklo Inc | 0% | +85.71% | Add |
| 42 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 43 | INSM | Insmed Inc | 0% | NEW | New buy |
| 44 | VRTX | Vertex Pharmaceuticals Inc | 0% | +35.23% | Add |
| 45 | CEG | Constellation Energy | 0% | NEW | New buy |
| 46 | RSPN | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 47 | VFMO | Vanguard US Momentum Factor | 0% | NEW | New buy |
| 48 | NUKZ | Range Nuclear Renaissance | 0% | NEW | New buy |
| 49 | GE | General Electric | 0% | NEW | New buy |
| 50 | ✓ | 0% | NEW | New buy |
According to official SEC Form 13F filings, Private Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.5B across 178 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 NVDA, AAPL, GOOGL) accounted for 32.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $16.8M
Top Position Liquidated / Trimmed
HON
前期市值: $30.9M
During Q2 2026, Private Wealth Partners, LLC's top holdings by market value included NVDA (8.6%)、AAPL (8.4%)、GOOGL (7.2%). The largest single position, NVDA, represented 8.6% of total portfolio value.
In Q2 2026, Private Wealth Partners, LLC made 149 total portfolio adjustments, initiating 22 new buys, adding to 31 positions, trimming 83 holdings, and fully liquidating 13 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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