Private Wealth Partners, LLC
Private Wealth Partners, LLC reported 183 positions worth $1.40B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: AAPL (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $117.4M | 8.37% | 405,885 | — | — | |
| ▸ 2 | NVDA | SH | $113.3M | 8.07% | 566,203 | — | — | |
| ▸ 3 | GOOGL | SH | $98.8M | 7.04% | 276,352 | — | — | |
| ▸ 4 | MSFT | SH | $70.0M | 4.99% | 187,537 | — | — | |
| ▸ 5 | AMZN | SH | $63.2M | 4.51% | 265,251 | — | — | |
| ▸ 6 | AMD | SH | $58.1M | 4.14% | 99,988 | — | — | |
| ▸ 7 | BRK-B | SH | $57.6M | 4.11% | 115,203 | — | — | |
| ▸ 8 | V | SH | $46.2M | 3.29% | 134,690 | — | — | |
| ▸ 9 | JPM | SH | $45.9M | 3.27% | 140,251 | — | — | |
| ▸ 10 | GOOG | SH | $41.1M | 2.93% | 116,257 | — | — |
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Frequently Asked Questions
What stocks does Private Wealth Partners, LLC hold as of Q2 2026?
Private Wealth Partners, LLC reported 183 positions worth $1.40B in its Q2 2026 13F filing. Largest positions: AAPL (8.4%), NVDA (8.1%), GOOGL (7.0%), MSFT (5.0%) and AMZN (4.5%).
What did Private Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Private Wealth Partners, LLC 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.