Alvarez & Marsal Private Wealth Partners, LLC Top Holdings and 13F Report (2026) About Alvarez & Marsal Private Wealth Partners, LLCInvestment ActivityAlvarez & Marsal Private Wealth Partners, LLC has $712.16 million in total holdings as of March 31, 2026.Alvarez & Marsal Private Wealth Partners, LLC owns shares of 177 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 32.78% of the portfolio was purchased this quarter.About 2.87% of the portfolio was sold this quarter.This quarter, Alvarez & Marsal Private Wealth Partners, LLC has purchased 112 new stocks and bought additional shares in 62 stocks.Alvarez & Marsal Private Wealth Partners, LLC sold shares of 10 stocks and completely divested from 15 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $71,925,960Vanguard Tax-Exempt Bond ETF $71,268,782SPDR S&P 500 ETF Trust $68,113,753GMO ETF TRUST $62,533,563Invesco QQQ $55,793,682 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $71,268,782 Holding922908363 - Vanguard S&P 500 ETF $41,072,695 Holding464285204 - iShares Gold Trust $5,740,098 Holding38141G104 - The Goldman Sachs Group $1,396,729 Holding30231G102 - ExxonMobil $1,289,755 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 1,428,518 shares (about $71.27M)Vanguard S&P 500 ETF 68,735 shares (about $41.07M)GMO ETF TRUST 774,133 shares (about $28.05M)Invesco S&P 500 Quality ETF 182,252 shares (about $13.70M)iShares Core MSCI Emerging Markets ETF 126,021 shares (about $8.79M) Largest Sales this Quarter LINDE PLC 7,317 shares (about $3.63M)JPMorgan BetaBuilders Japan ETF 6,753 shares (about $465.35K)Visa 1,252 shares (about $378.40K)Quanta Services 489 shares (about $268.47K)Valero Energy 478 shares (about $118.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlvarez & Marsal Private Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$71,925,960$13,703,534 â–²23.5%956,58910.1%ETFVTEBVanguard Tax-Exempt Bond ETF$71,268,782$71,268,782 â–²New Holding1,428,51810.0%ETFSPYSPDR S&P 500 ETF Trust$68,113,7530.0%104,4479.6%FinanceGMO ETF TRUST$62,533,563$28,054,366 â–²81.4%1,725,5538.8%GMO US QUALITY EQQQInvesco QQQ$55,793,6820.0%96,6667.8%FinanceVOOVanguard S&P 500 ETF$41,072,695$41,072,695 â–²New Holding68,7355.8%ETFGOOGLAlphabet$36,527,597$1,990,203 â–²5.8%127,0265.1%Computer and TechnologyRTXRTX$33,930,917$230,901 â–²0.7%175,8994.8%AerospaceMSFTMicrosoft$29,097,795$3,183,075 â–²12.3%78,6074.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$27,973,4600.0%247,3123.9%ETFVVisa$26,498,476$378,403 â–¼-1.4%87,6743.7%Business ServicesGLDMSPDR Gold MiniShares Trust$22,245,6000.0%240,0003.1%FinanceIVEiShares S&P 500 Value ETF$15,437,1770.0%73,1102.2%ETFBRK.BBerkshire Hathaway$15,262,520$964,150 â–²6.7%31,8502.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$9,085,984$8,789,965 â–²2,969.4%130,2651.3%ETFTPLTexas Pacific Land$8,608,993$66,913 â–²0.8%18,1411.2%EnergyAAPLApple$7,787,042$4,346,156 â–²126.3%30,6831.1%Computer and TechnologyNVDANVIDIA$7,674,073$4,633,919 â–²152.4%44,0001.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,956,5560.0%92,9550.8%ETFIAUiShares Gold Trust$5,740,098$5,740,098 â–²New Holding65,1100.8%FinanceAMZNAmazon.com$4,121,038$2,267,227 â–²122.3%19,7870.6%Retail/WholesaleAVGOBroadcom$3,717,215$1,350,702 â–²57.1%12,0100.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,843,645$1,605,231 â–²129.6%9,6670.4%FinanceGOOGAlphabet$2,589,772$1,582,893 â–²157.2%9,0280.4%Computer and TechnologyBNDXVanguard Total International Bond ETF$2,448,5800.0%50,9590.3%ETFMETAMeta Platforms$2,414,389$1,317,043 â–²120.0%4,2200.3%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$2,184,8320.0%15,0980.3%ETFLLYEli Lilly and Company$1,592,122$791,922 â–²99.0%1,7310.2%MedicalIJSiShares S&P Small-Cap 600 Value ETF$1,578,4650.0%13,3260.2%ETFTSLATesla$1,534,584$1,310,419 â–²584.6%4,1280.2%Auto/Tires/TrucksGLDSPDR Gold Shares$1,435,0170.0%3,3350.2%FinanceGSThe Goldman Sachs Group$1,396,729$1,396,729 â–²New Holding1,6510.2%FinanceXOMExxonMobil$1,289,755$1,289,755 â–²New Holding7,6020.2%EnergyWALMART INC$1,251,540$407,380 â–²48.3%10,0460.2%COMMAMastercard$1,228,607$426,190 â–²53.1%2,4590.2%Business ServicesABBVAbbVie$1,223,599$528,066 â–²75.9%5,6260.2%MedicalCOSTCostco Wholesale$1,181,766$295,940 â–²33.4%1,1860.2%Retail/WholesaleBNDVanguard Total Bond Market ETF$1,153,3500.0%15,6620.2%ETFJNJJohnson & Johnson$998,049$878,273 â–²733.3%4,0830.1%MedicalCSCOCisco Systems$968,168$675,809 â–²231.2%12,4780.1%Computer and TechnologyMSMorgan Stanley$954,177$118,490 â–²14.2%5,7980.1%FinanceNFLXNetflix$947,078$315,372 â–²49.9%9,8500.1%Consumer DiscretionaryETNEaton$818,707$433,854 â–²112.7%2,2890.1%IndustrialsVWOVanguard FTSE Emerging Markets ETF$811,615$342,191 â–²72.9%15,0160.1%ETFKLACKLA$771,543$267,979 â–²53.2%5240.1%Computer and TechnologyAMATApplied Materials$734,849$734,849 â–²New Holding2,1500.1%Computer and TechnologyCATCaterpillar$726,172$726,172 â–²New Holding1,0250.1%IndustrialsVMBSVanguard Mortgage-Backed Securities ETF$703,3580.0%14,9810.1%ETFUSBU.S. Bancorp$670,703$668,812 â–²35,366.7%12,7680.1%FinanceHDHome Depot$655,149$254,561 â–²63.5%1,9920.1%Retail/WholesaleSANDISK CORP$649,953$649,953 â–²New Holding1,0230.1%COMCBChubb$644,320$201,044 â–²45.4%1,9710.1%FinanceMUMicron Technology$628,999$628,999 â–²New Holding1,8610.1%Computer and TechnologyCEGConstellation Energy$619,656$146,886 â–²31.1%2,2190.1%EnergyCVXChevron$610,148$299,591 â–²96.5%2,9490.1%EnergyTOTALENERGIES SE$563,985$563,985 â–²New Holding6,1990.1%ACTIVViShares Core S&P 500 ETF$561,761$561,761 â–²New Holding8600.1%ETFADIAnalog Devices$560,245$213,790 â–²61.7%1,7610.1%Computer and TechnologyCCJCameco$559,233$559,233 â–²New Holding5,1490.1%Basic MaterialsBACBank of America$548,681$548,681 â–²New Holding11,2550.1%FinanceAMDAdvanced Micro Devices$541,938$541,938 â–²New Holding2,6640.1%Computer and TechnologyEMEEMCOR Group$523,462$523,462 â–²New Holding7090.1%ConstructionLAM RESEARCH CORP$518,756$398,961 â–²333.0%2,4250.1%COM NEWAIZAssurant$515,338$515,338 â–²New Holding2,3660.1%FinanceTJXTJX Companies$514,713$87,036 â–²20.4%3,2230.1%Retail/WholesalePWRQuanta Services$513,883$268,471 â–¼-34.3%9360.1%ConstructionBAPCredicorp$511,483$511,483 â–²New Holding1,5080.1%FinanceLHXL3Harris Technologies$511,167$511,167 â–²New Holding1,4810.1%AerospaceALLAllstate$493,955$493,955 â–²New Holding2,3700.1%FinanceMRKMerck & Co., Inc.$488,073$434,650 â–²813.6%4,0290.1%MedicalAMGNAmgen$486,609$83,740 â–²20.8%1,3830.1%MedicalARISTA NETWORKS INC$485,595$74,036 â–²18.0%3,9550.1%COM SHSORCLOracle$482,668$328,938 â–²214.0%3,2810.1%Computer and TechnologyVLOValero Energy$476,617$118,104 â–¼-19.9%1,9290.1%EnergyTAT&T$471,725$471,725 â–²New Holding16,2720.1%Computer and TechnologyLINDE PLC$467,502$3,627,478 â–¼-88.6%9430.1%SHSVRTVertiv$466,8310.0%1,8630.1%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$462,2420.0%5,5860.1%ETFPANWPalo Alto Networks$449,217$39,759 â–²9.7%2,8020.1%Computer and TechnologyISRGIntuitive Surgical$445,777$62,234 â–²16.2%9670.1%MedicalTTTrane Technologies$445,0780.0%1,0680.1%ConstructionCOFCapital One Financial$441,116$90,850 â–²25.9%2,4180.1%FinancePALANTIR TECHNOLOGIES INC$440,010$440,010 â–²New Holding3,0080.1%CL AIEFAiShares Core MSCI EAFE ETF$434,6350.0%4,8010.1%ETFBNBrookfield$433,960$433,960 â–²New Holding10,7230.1%FinanceGEGE Aerospace$432,898$432,898 â–²New Holding1,5230.1%AerospaceMPCMarathon Petroleum$432,199$432,199 â–²New Holding1,7700.1%EnergyWFCWells Fargo & Company$430,372$93,940 â–²27.9%5,4060.1%FinanceSONYSony$427,807$427,807 â–²New Holding20,6670.1%Consumer DiscretionaryNOCNorthrop Grumman$426,400$426,400 â–²New Holding6250.1%AerospaceCRMSalesforce$425,608$188,537 â–²79.5%2,2800.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$420,2890.0%1,9670.1%ETFGSKGSK$415,559$415,559 â–²New Holding7,4650.1%MedicalIBMInternational Business Machines$414,729$414,729 â–²New Holding1,7110.1%Computer and TechnologyPGProcter & Gamble$407,610$357,056 â–²706.3%2,8220.1%Consumer StaplesPMPhilip Morris International$403,513$403,513 â–²New Holding2,4190.1%Consumer StaplesVRTXVertex Pharmaceuticals$388,043$85,289 â–²28.2%8690.1%MedicalBLACKROCK INC$385,646$175,031 â–²83.1%4010.1%COMCOPConocoPhillips$380,556$380,556 â–²New Holding2,8830.1%EnergyIWFiShares Russell 1000 Growth ETF$379,0700.0%8890.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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