MassMutual Private Wealth & Trust, FSB

CIK 0001103653 · WINDSOR, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source

MassMutual Private Wealth & Trust, FSB reported 2,444 positions worth $3.87B as of June 30, 2026 (13F filed July 2, 2026). Largest holding: AAPL (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.87B
2026 Q2
Positions
2,444
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.1%
Est. Net Flow (Q)
2026 Q2
10 / 2444 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLApple IncSH$186.0M4.81%642,937
2NVDANVIDIA CorpSH$184.1M4.76%920,098
3VOVanguard Mid-Cap ETFSH$144.3M3.73%1,791,507
4MSFTMicrosoft CorpSH$135.7M3.51%363,800
5VEAVanguard FTSE Developed Markets ETFSH$108.6M2.81%1,524,095
6AMZNAmazon.com IncSH$102.7M2.65%430,794
7GOOGLAlphabet IncSH$99.8M2.58%279,354
8JPMJPMorgan Chase & CoSH$86.3M2.23%263,591
9AVGOBroadcom INCSH$80.6M2.08%213,408
10GOOGAlphabet IncSH$75.4M1.95%213,484

The free plan shows the top 10 positions. The remaining 2434 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MassMutual Private Wealth & Trust, FSB hold as of Q2 2026?

MassMutual Private Wealth & Trust, FSB reported 2444 positions worth $3.87B in its Q2 2026 13F filing. Largest positions: AAPL (4.8%), NVDA (4.8%), VO (3.7%), MSFT (3.5%) and VEA (2.8%).

What did MassMutual Private Wealth & Trust, FSB buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MassMutual Private Wealth & Trust, FSB sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.