Private Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Private Wealth Partners, LLC held in its portfolio 170 assets valued at $1,411,109,476 (i.e. $1.41B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($134.08M), APPLE INC ($118.66M), and MICROSOFT CORP ($97.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Private Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 728874 | 134079065 | COM |
| APPLE INC | 436467 | 118657930 | COM |
| MICROSOFT CORP | 200817 | 97119108 | COM |
| ALPHABET INC | 308982 | 96711520 | CAP STK CL A |
| AMAZON COM INC | 272285 | 62848824 | COM |
| JPMORGAN CHASE & CO. | 153932 | 49600054 | COM |
| BERKSHIRE HATHAWAY INC DEL | 97213 | 48864114 | CL B NEW |
| VISA INC | 138595 | 48606625 | COM CL A |
| ALPHABET INC | 122480 | 38434224 | CAP STK CL C |
| THERMO FISHER SCIENTIFIC INC | 63314 | 36687413 | COM |
| GOLDMAN SACHS GROUP INC | 38700 | 34017568 | COM |
| MERCK & CO INC | 311787 | 32818708 | COM |
| ABBVIE INC | 142709 | 32607512 | COM |
| HONEYWELL INTL INC | 138412 | 27002881 | COM |
| COSTCO WHSL CORP NEW | 31177 | 26885577 | COM |
| CHEVRON CORP NEW | 168241 | 25641575 | COM |
| MCKESSON CORP | 30551 | 25060680 | COM |
| ADVANCED MICRO DEVICES INC | 112017 | 23989561 | COM |
| DANAHER CORPORATION | 95029 | 21754049 | COM |
| QUALCOMM INC | 120085 | 20540536 | COM |
| INVESCO QQQ TR | 31952 | 19628471 | UNIT SER 1 |
| BOSTON SCIENTIFIC CORP | 196224 | 18709958 | COM |
| ADOBE INC | 46384 | 16233936 | COM |
| JOHNSON & JOHNSON | 77207 | 15978061 | COM |
| SOLSTICE ADVANCED MATLS INC | 305213 | 14827248 | COM SHS |
| PFIZER INC | 576847 | 14363490 | COM |
| TPG INC | 222900 | 14229936 | COM CL A |
| KKR & CO INC | 109700 | 13984556 | COM |
| HOME DEPOT INC | 37386 | 12864626 | COM |
| STRYKER CORPORATION | 30929 | 10870732 | COM |
| SCHWAB CHARLES CORP | 106419 | 10632322 | COM |
| FREEPORT-MCMORAN INC | 190757 | 9688546 | CL B |
| MORGAN STANLEY | 51798 | 9195699 | COM NEW |
| DISNEY WALT CO | 80777 | 9190042 | COM |
| MASTERCARD INCORPORATED | 14743 | 8416484 | CL A |
| KINDER MORGAN INC DEL | 260790 | 7169117 | COM |
| FORTINET INC | 90000 | 7146900 | COM |
| ANALOG DEVICES INC | 25665 | 6960348 | COM |
| META PLATFORMS INC | 9073 | 5989141 | CL A |
| ELI LILLY & CO | 5399 | 5802197 | COM |
| ZOETIS INC | 44236 | 5565774 | CL A |
| MARVELL TECHNOLOGY INC | 60292 | 5123614 | COM |
| MPLX LP | 94400 | 5038128 | COM UNIT REP LTD |
| SALESFORCE INC | 18389 | 4871430 | COM |
| SPDR S&P 500 ETF TR | 6932 | 4727069 | TR UNIT |
| BLACKSTONE INC | 27944 | 4307357 | COM |
| ABBOTT LABS | 33661 | 4217387 | COM |
| S&P GLOBAL INC | 7952 | 4155636 | COM |
| ISHARES TR | 5881 | 4028132 | CORE S&P500 ETF |
| LOWES COS INC | 16350 | 3942966 | COM |
| SPDR GOLD TR | 9616 | 3810917 | GOLD SHS |
| PEPSICO INC | 26416 | 3791224 | COM |
| ENTERPRISE PRODS PARTNERS L | 117300 | 3760638 | COM |
| GOLDMAN SACHS ETF TR | 69154 | 3651331 | S&P 500 PREMIUM |
| ORACLE CORP | 18673 | 3639554 | COM |
| J P MORGAN EXCHANGE TRADED F | 37500 | 3480000 | ACTIVE GROWTH |
| PROCTER AND GAMBLE CO | 23242 | 3330811 | COM |
| AMERICAN EXPRESS CO | 8602 | 3182310 | COM |
| MCDONALDS CORP | 10261 | 3136069 | COM |
| VANGUARD INDEX FDS | 8430 | 2826326 | TOTAL STK MKT |
| TESLA INC | 6140 | 2761281 | COM |
| GABELLI DIVID & INCOME TR | 94109 | 2613407 | COM |
| BANK AMERICA CORP | 2000 | 2504000 | 7.25%CNV PFD L |
| EATON CORP PLC | 7700 | 2452527 | SHS |
| SNOWFLAKE INC | 10875 | 2385540 | COM SHS |
| BAKER HUGHES COMPANY | 48500 | 2208690 | CL A |
| J P MORGAN EXCHANGE TRADED F | 24445 | 2201827 | U S TECH LEADERS |
| GOLDMAN SACHS ETF TR | 41550 | 2196749 | NASDAQ-100 PREMI |
| WALMART INC | 19104 | 2128377 | COM |
| APOLLO GLOBAL MGMT INC | 13252 | 1918360 | COM |
| GOLDMAN SACHS ETF TR | 48252 | 1906615 | TECHNOLOGY OPPOR |
| NEXTERA ENERGY INC | 23297 | 1870283 | COM |
| CAMECO CORP | 20200 | 1848098 | COM |
| REGENERON PHARMACEUTICALS | 2270 | 1752145 | COM |
| BROADCOM INC | 5054 | 1749189 | COM |
| PACER FDS TR | 39950 | 1697076 | METAURUS CAP 400 |
| DUKE ENERGY CORP NEW | 14473 | 1696380 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 26409 | 1668521 | US QUALTY FCTR |
| TAIWAN SEMICONDUCTOR MFG LTD | 5468 | 1661671 | SPONSORED ADS |
| OCCIDENTAL PETE CORP | 39485 | 1623623 | COM |
| VANGUARD INDEX FDS | 2563 | 1607334 | S&P 500 ETF SHS |
| ENERGY TRANSFER L P | 96500 | 1591285 | COM UT LTD PTN |
| 3M CO | 8950 | 1432895 | COM |
| BLACKROCK ETF TRUST | 47700 | 1431081 | ISHARES TECHNOLO |
| KROGER CO | 21974 | 1372936 | COM |
| FIDELITY COVINGTON TRUST | 23300 | 1320877 | HIGH DIVID ETF |
| NOVO-NORDISK A S | 24950 | 1269456 | ADR |
| VANECK ETF TRUST | 10000 | 1242000 | URANIUM AND NUCL |
| AMERICAN WTR WKS CO INC NEW | 9510 | 1241055 | COM |
| BLACKROCK ETF TRUST | 36200 | 1205460 | ISHARES A I INNO |
| MARRIOTT INTL INC NEW | 3869 | 1200319 | CL A |
| COLGATE PALMOLIVE CO | 14875 | 1175423 | COM |
| NUSCALE PWR CORP | 80720 | 1143802 | CL A COM |
| VERIZON COMMUNICATIONS INC | 27949 | 1138363 | COM |
| INTEL CORP | 30030 | 1108107 | COM |
| J P MORGAN EXCHANGE TRADED F | 19305 | 1104993 | EQUITY PREMIUM |
| PHILIP MORRIS INTL INC | 6438 | 1032655 | COM |
| ISHARES TR | 6028 | 1012342 | CORE S&P US GWT |
| PALO ALTO NETWORKS INC | 5418 | 997996 | COM |
| BANK MARIN BANCORP | 36983 | 961928 | COM |
| ACCENTURE PLC IRELAND | 3585 | 961856 | SHS CLASS A |
| VANGUARD WORLD FD | 1245 | 938456 | INF TECH ETF |
| ASML HOLDING N V | 871 | 931848 | N Y REGISTRY SHS |
| NETFLIX INC | 9488 | 889595 | COM |
| BOEING CO | 3990 | 866309 | COM |
| CONOCOPHILLIPS | 9100 | 851851 | COM |
| INTERNATIONAL BUSINESS MACHS | 2760 | 817540 | COM |
| BITWISE BITCOIN ETF TR | 17150 | 815654 | SHS BEN INT |
| SELECT SECTOR SPDR TR | 5634 | 811127 | STATE STREET TEC |
| INTUITIVE SURGICAL INC | 1402 | 794037 | COM NEW |
| GOLDMAN SACHS ETF TR | 15100 | 762097 | ULTRA SHORT BOND |
| NXP SEMICONDUCTORS N V | 3508 | 761446 | COM |
| ARISTA NETWORKS INC | 5762 | 754995 | COM SHS |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| GILEAD SCIENCES INC | 6000 | 736440 | COM |
| EXXON MOBIL CORP | 6075 | 731066 | COM |
| ISHARES TR | 9898 | 653268 | CORE S&P MCP ETF |
| GOLDMAN SACHS ETF TR | 7040 | 599245 | EQUAL WEIGHT US |
| BANK AMERICA CORP | 10815 | 594825 | COM |
| CATERPILLAR INC | 1027 | 588337 | COM |
| GOLDMAN SACHS ETF TR | 4280 | 566544 | ACTIVEBETA US LG |
| NORTHERN TR CORP | 4100 | 560019 | COM |
| VERTEX PHARMACEUTICALS INC | 1235 | 559900 | COM |
| J P MORGAN EXCHANGE TRADED F | 8000 | 531440 | HEDGED EQUITY LA |
| KIMBERLY-CLARK CORP | 5168 | 521400 | COM |
| MICRON TECHNOLOGY INC | 1766 | 503927 | COM |
| NASDAQ INC | 5020 | 487593 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 5900 | 483918 | COMMON STOCK |
| ISHARES TR | 2820 | 467584 | DOW JONES US ETF |
| CLOROX CO DEL | 4420 | 445669 | COM |
| STATE STR CORP | 3370 | 434764 | COM |
| OKLO INC | 6000 | 430560 | COM CL A |
| DOMINION ENERGY INC | 7200 | 421848 | COM |
| KLA CORP | 300 | 364524 | COM NEW |
| SELECT SECTOR SPDR TR | 2264 | 350402 | STATE STREET HEA |
| VANGUARD INDEX FDS | 1188 | 344838 | MID CAP ETF |
| AUTOMATIC DATA PROCESSING IN | 1335 | 343402 | COM |
| ISHARES TR | 1509 | 317403 | RUS 1000 VAL ETF |
| NANO NUCLEAR ENERGY INC | 13100 | 314531 | COM |
| LAM RESEARCH CORP | 1820 | 311548 | COM NEW |
| SELECT SECTOR SPDR TR | 2606 | 311182 | STATE STREET CON |
| BRISTOL-MYERS SQUIBB CO | 5600 | 302064 | COM |
| WYNN RESORTS LTD | 2510 | 302028 | COM |
| AGNICO EAGLE MINES LTD | 1720 | 291592 | COM |
| HILTON WORLDWIDE HLDGS INC | 1000 | 287250 | COM |
| VERALTO CORP | 2821 | 281479 | COM SHS |
| EOG RES INC | 2572 | 270086 | COM |
| GOLDMAN SACHS ETF TR | 6617 | 267740 | ENHANCED US EQTY |
| BECTON DICKINSON & CO | 1329 | 257919 | COM |
| NOVARTIS AG | 1812 | 249820 | SPONSORED ADR |
| ALIGN TECHNOLOGY INC | 1560 | 243594 | COM |
| CAPITAL ONE FINL CORP | 1000 | 242360 | COM |
| TRANE TECHNOLOGIES PLC | 620 | 241304 | SHS |
| PROSHARES TR | 10000 | 241200 | SHRT 20+YR TRE |
| AMGEN INC | 720 | 235663 | COM |
| NU HLDGS LTD | 13900 | 232686 | ORD SHS CL A |
| J P MORGAN EXCHANGE TRADED F | 3200 | 229504 | ACTIVE VALUE ETF |
| SELECT SECTOR SPDR TR | 4100 | 224557 | STATE STREET FIN |
| VANGUARD SPECIALIZED FUNDS | 999 | 219560 | DIV APP ETF |
| PAYPAL HLDGS INC | 3750 | 218925 | COM |
| SYNOPSYS INC | 465 | 218420 | COM |
| EXPEDITORS INTL WASH INC | 1450 | 216065 | COM |
| COCA COLA CO | 3052 | 213365 | COM |
| UBER TECHNOLOGIES INC | 2592 | 211792 | COM |
| STARBUCKS CORP | 2452 | 206502 | COM |
| VANGUARD WORLD FD | 1059 | 205054 | COMM SRVC ETF |
| VANGUARD WHITEHALL FDS | 1423 | 204229 | HIGH DIV YLD |
| JONES LANG LASALLE INC | 600 | 201882 | COM |
| PACIFIC BIOSCIENCES CALIF IN | 25000 | 46750 | COM |
| ALBERTSONS COS INC | 65000 | 27625 | COMMON STOCK |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.