MP

MassMutual Private Wealth & Trust, FSB

Diversified strategyMomentum followerLong-term holder

Total reported value

$3.7B

Reporting period: 2026-03-31 · Number of holdings: 2429

MassMutual Private Wealth & Trust, FSB disclosed 2429 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.7B and a quarterly turnover rate of 13.6%.

Personality snowflake

Concentration
5.95
Portfolio Stability
13.59
Momentum/Contrarian
77.61
Sector conviction
45.29
Diversification
100
Sizing Uniformity
40.72

Recent moves

  • Trim MSFT

    -0.8%　-$43.3M

  • Add CVX

    -2.0%　$14.7M

  • Trim SPY

    -63.1%　-$16.4M

  • Trim NVDA

    -5.5%　-$22.7M

  • Trim ADBE

    -63.8%　-$13.2M

  • Trim VOO

    -64.7%　-$9.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech4.68%-0.33%-5.52%
2AAPLApple INCStock-Tech4.64%-0.16%-2.18%
3VOVanguard Mid-cap ETFETF-Other4.02%+0.13%-1.32%
4MSFTMicrosoft CORPStock-Tech3.72%-0.91%-0.81%
5VEAVanguard Ftse Developed ETFETF-Other2.71%—-0.63%
6AMZNAmazon.com INCStock-Consumer Disc2.53%-0.18%-2.07%
7GOOGLAlphabet Inc-cl AStock-Comm Services2.38%-0.22%-5.83%
8JPMJpmorgan Chase & CoStock-Financials2.07%-0.14%-3.12%
9AVGOBroadcom INCStock-Tech1.82%-0.11%-0.82%
10GOOGAlphabet Inc-cl CStock-Comm Services1.73%-0.15%-5.12%
11CVXChevron CORPStock-Energy1.61%+0.47%-1.98%
12EFAIshares Msci Eafe ETFETF-Other1.61%+0.21%+6.89%
13METAMeta Platforms Inc-class AStock-Comm Services1.55%-0.15%-0.51%
14DFASDimensional US Small Cap ETFETF-Small Cap1.42%—-3.29%
15IJHIshares Core S&p Midcap ETFETF-Other1.30%—-3.33%
16JNJJohnson & JohnsonStock-Healthcare1.23%+0.19%-5.41%
17VVisa Inc-class A SharesStock-Financials1.22%-0.13%-0.86%
18WMTWalmart INCStock-Consumer Staples1.20%—-5.78%
19BRK-BBerkshire Hathaway Inc-cl BStock-Other1.18%-0.01%-1.34%
20RTXRtx CORPStock-Industrials1.15%—-7.91%
21CSCOCisco Systems INCStock-Tech1.12%—-2.28%
22MCDMcdonald's CORPStock-Consumer Disc1.06%—-1.47%
23HDHome Depot INCStock-Consumer Disc1.06%—+0.77%
24PGProcter & Gamble Co/theStock-Consumer Staples1.04%—+1.89%
25ABBVAbbvie INCStock-Healthcare1.00%-0.01%-1.98%
26MDYState Street Spdr S&p MidcapETF-Other0.96%—-1.88%
27IEFAIshares Core Msci Eafe ETFETF-Other0.93%—+2.55%
28IJRIshares Core S&p Small-cap EETF-Small Cap0.93%—-0.51%
29CATCaterpillar INCStock-Industrials0.93%+0.13%-11.31%
30VGTVanguard Info Tech ETFETF-Tech0.90%-0.02%-0.11%
31BACBank Of America CORPStock-Financials0.86%-0.08%-2.57%
32CBChubb LimitedStock-Financials0.85%—-2.85%
33AMPAmeriprise Financial INCStock-Financials0.85%-0.02%+0.98%
34VGSHVanguard Short-term TreasuryETF-Gov Bonds0.80%—-0.80%
35XOMExxon Mobil CORPStock-Energy0.78%+0.20%-9.88%
36NEENextera Energy INCStock-Utilities0.77%+0.14%-0.58%
37SCHOSchwab Short-term US TreasETF-Other0.76%+0.23%+34.92%
38TMOThermo Fisher Scientific INCStock-Healthcare0.71%-0.09%-0.77%
39LLYEli Lilly & CoStock-Healthcare0.70%—+8.04%
40ORLYO'reilly Automotive INCStock-Consumer Disc0.70%—-4.82%
41ECLEcolab INCStock-Materials0.69%—-0.63%
42BKNGBooking Holdings INCStock-Consumer Disc0.68%-0.10%+4.64%
43PEPPepsico INCStock-Consumer Staples0.65%+0.16%+14.26%
44VZVerizon Communications INCStock-Comm Services0.64%+0.16%+2.89%
45SYKStryker CORPStock-Healthcare0.62%—+0.84%
46LHXL3harris Technologies INCStock-Industrials0.60%—-5.13%
47LECOLincoln Electric HoldingsStock-Industrials0.58%—-3.87%
48IEMGIshares Core Msci EmergingETF-Emerging Markets0.56%—+2.17%
49AVEMAvantis Emerging Markets EqETF-Emerging Markets0.56%—-1.34%
50HONHoneywell International INCStock-Industrials0.53%—-2.47%
1–50 of 2,429

Holding changes this quarter

MassMutual Private Wealth & Trust, FSB's most significant position changes for 2026-03-31: New buy: Ss Spdr S&p 500 Esg ETF (EFIV); Trim: Microsoft CORP (MSFT) — shares -0.81%; Trim: Chevron CORP (CVX) — shares -1.98%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -63.14%; Trim: Nvidia CORP (NVDA) — shares -5.52%.

Position changes disclosed by MassMutual Private Wealth & Trust, FSB for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CVXChevron CORP+0.5%-1.98%Trim
2SCHOSchwab Short-term US Treas+0.2%+34.92%Add
3EFAIshares Msci Eafe ETF+0.2%+6.89%Add
4XOMExxon Mobil CORP+0.2%-9.88%Trim
5JNJJohnson & Johnson+0.2%-5.41%Trim
6VZVerizon Communications INC+0.2%+2.89%Add
7PEPPepsico INC+0.2%+14.26%Add
8DOWDow INC+0.2%+77.23%Add
9NEENextera Energy INC+0.1%-0.58%Trim
10VOVanguard Mid-cap ETF+0.1%-1.32%Trim
11CATCaterpillar INC+0.1%-11.31%Trim
12PANWPalo Alto Networks INC+0.1%+47.15%Add
13COSTCostco Wholesale CORP+0.1%+5.13%Add
14COPConocophillips+0.1%+9.58%Add
15CSLCarlisle Cos INC+0.1%+23.66%Add
16VLOValero Energy CORP+0.1%-1.42%Trim
17BRK-BBerkshire Hathaway Inc-cl B0%-1.34%Trim
18ABBVAbbvie INC0%-1.98%Trim
19AMPAmeriprise Financial INC0%+0.98%Add
20VGTVanguard Info Tech ETF0%-0.11%Trim
21BLKBlackrock INC0%-3.18%Trim
22MSMorgan Stanley-0.1%-13.18%Trim
23ROPRoper Technologies INC-0.1%+1.33%Add
24QCOMQualcomm INC-0.1%-3.62%Trim
25CRMSalesforce INC-0.1%+1.78%Add
26TRMBTrimble INC-0.1%-36.50%Trim
27BACBank Of America CORP-0.1%-2.57%Trim
28TSLATesla INC-0.1%-4.85%Trim
29SPGIS&p Global INC-0.1%-28.40%Trim
30TMOThermo Fisher Scientific INC-0.1%-0.77%Trim
31BKNGBooking Holdings INC-0.1%+4.64%Add
32AVGOBroadcom INC-0.1%-0.82%Trim
33VVisa Inc-class A Shares-0.1%-0.86%Trim
34JPMJpmorgan Chase & Co-0.1%-3.12%Trim
35NOWServicenow INC-0.1%-13.97%Trim
36VYMVanguard High Dvd Yield ETF-0.1%-96.48%Trim
37GOOGAlphabet Inc-cl C-0.2%-5.12%Trim
38METAMeta Platforms Inc-class A-0.2%-0.51%Trim
39AAPLApple INC-0.2%-2.18%Trim
40SCHRSchwab Intermediate-term US-0.2%-37.29%Trim
41GDGeneral Dynamics CORP-0.2%-65.73%Trim
42AMZNAmazon.com INC-0.2%-2.07%Trim
43VNQVanguard Real Estate ETF-0.2%-34.08%Trim
44GOOGLAlphabet Inc-cl A-0.2%-5.83%Trim
45VOOVanguard S&p 500 ETF-0.2%-64.68%Trim
46NVDANvidia CORP-0.3%-5.52%Trim
47ADBEAdobe INC-0.3%-63.77%Trim
48SPYSs Spdr S&p 500 ETF Trust-us-0.4%-63.14%Trim
49MSFTMicrosoft CORP-0.9%-0.81%Trim
50EFIVSs Spdr S&p 500 Esg ETF—NEWNew buy

FAQ

What is MassMutual Private Wealth & Trust, FSB and what type of investor is it?
MassMutual Private Wealth & Trust, FSB is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.7B, spread across 2429 disclosed positions.
What are MassMutual Private Wealth & Trust, FSB's largest equity positions?
Based on the latest 13F filing, MassMutual Private Wealth & Trust, FSB's top holdings by market value are: 1. Nvidia CORP (NVDA) — $171.9M (4.7%) 2. Apple INC (AAPL) — $170.3M (4.6%) 3. Vanguard Mid-cap ETF (VO) — $147.7M (4.0%) 4. Microsoft CORP (MSFT) — $136.6M (3.7%) 5. Vanguard Ftse Developed ETF (VEA) — $99.6M (2.7%)
What changes did MassMutual Private Wealth & Trust, FSB make in its most recent portfolio filing?
In the latest reported quarter, MassMutual Private Wealth & Trust, FSB made 50 notable position adjustments: 1 new positions were initiated, 13 existing holdings were added to, 36 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ss Spdr S&p 500 Esg ETF (EFIV); Trim: Microsoft CORP (MSFT) — shares -0.81%; Trim: Chevron CORP (CVX) — shares -1.98%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -63.14%; Trim: Nvidia CORP (NVDA) — shares -5.52%
What sectors does MassMutual Private Wealth & Trust, FSB focus on?
MassMutual Private Wealth & Trust, FSB is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.2% • Financials: 14.8% • Industrials: 11.6% • Consumer Discretionary: 10.3% • Health Care: 10.1% • Communication Services: 9.4%