Private Wealth Partners

$1.4B 13F equity value
189 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Private Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
AAPLAPPLE INC405,885$117M8.4%
NVDANVIDIA CORPORATION566,203$113M8.1%
GOOGLALPHABET INC276,352$99M7.1%
MSFTMICROSOFT CORP187,537$70M5.0%
AMZNAMAZON COM INC265,251$63M4.5%
AMDADVANCED MICRO DEVICES INC99,988$58M4.2%
BRKBBERKSHIRE HATHAWAY INC DEL115,203$58M4.1%
VVISA INC134,690$46M3.3%
JPMJPMORGAN CHASE & CO140,251$46M3.3%
GOOGALPHABET INC116,257$41M2.9%

Track Private Wealth Partners's 13F portfolio: $1.4B in reported holdings, 189 positions. Top holdings and quarterly changes on SentiSense.

This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}