Private Wealth Partners
$1.3B Assets Reported
178 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 428,458 | $109M | 8.4% |
| NVDA | NVIDIA CORPORATION | 580,328 | $101M | 7.8% |
| GOOGL | ALPHABET INC | 300,824 | $87M | 6.7% |
| MSFT | MICROSOFT CORP | 201,443 | $75M | 5.7% |
| AMZN | AMAZON COM INC | 276,531 | $58M | 4.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 101,029 | $48M | 3.7% |
| JPM | JPMORGAN CHASE & CO | 150,859 | $44M | 3.4% |
| V | VISA INC | 138,366 | $42M | 3.2% |
| MRK | MERCK & CO INC | 309,338 | $37M | 2.9% |
| GOOG | ALPHABET INC | 117,878 | $34M | 2.6% |
Track Private Wealth Partners's 13F portfolio: $1.3B in reported holdings, 178 positions. Top holdings, AUM, and quarterly changes on SentiSense.