MassMutual Private Wealth & Trust, FSB
CIK 0001103653 · WINDSOR, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source ↗
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
Top Holdings
AAPL
Apple Inc
4.8%
NVDA
NVIDIA Corp
4.8%
VO
Vanguard Mid-Cap ETF
3.7%
MSFT
Microsoft Corp
3.5%
VEA
Vanguard FTSE Developed Markets ETF
2.8%
AMZN
Amazon.com Inc
2.7%
GOOGL
Alphabet Inc
2.6%
JPM
JPMorgan Chase & Co
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.