Private Wealth Partners, LLC Top Holdings and 13F Report (2026) About Private Wealth Partners, LLCInvestment ActivityPrivate Wealth Partners, LLC has $1.30 billion in total holdings as of March 31, 2026.Private Wealth Partners, LLC owns shares of 169 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 5.39% of the portfolio was sold this quarter.This quarter, Private Wealth Partners, LLC has purchased 170 new stocks and bought additional shares in 45 stocks.Private Wealth Partners, LLC sold shares of 72 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $108,738,234NVIDIA $101,209,216Alphabet $86,504,894Microsoft $74,568,254Amazon.com $57,593,111 Largest New Holdings this Quarter 929160109 - Vulcan Materials $1,089,200 Holding29364G103 - Entergy $1,061,802 Holding25809K105 - DOORDASH INC $722,222 Holding81762P102 - ServiceNow $505,499 Holding666807102 - Northrop Grumman $504,175 Holding Largest Purchases this Quarter Charles Schwab 97,829 shares (about $9.19M)Oracle 37,797 shares (about $5.56M)Berkshire Hathaway 3,816 shares (about $1.83M)NXP Semiconductors 7,144 shares (about $1.41M)Vulcan Materials 4,000 shares (about $1.09M) Largest Sales this Quarter NVIDIA 148,546 shares (about $25.91M)Adobe 21,764 shares (about $5.29M)SOLSTICE ADVANCED MATLS INC 67,494 shares (about $5.14M)Meta Platforms 4,906 shares (about $2.81M)Alphabet 8,158 shares (about $2.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrivate Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$108,738,234$2,032,602 â–¼-1.8%428,4588.4%Computer and TechnologyNVDANVIDIA$101,209,216$25,906,426 â–¼-20.4%580,3287.8%Computer and TechnologyGOOGLAlphabet$86,504,894$2,345,913 â–¼-2.6%300,8246.7%Computer and TechnologyMSFTMicrosoft$74,568,254$231,727 â–²0.3%201,4435.7%Computer and TechnologyAMZNAmazon.com$57,593,111$884,314 â–²1.6%276,5314.4%Retail/WholesaleBRK.BBerkshire Hathaway$48,413,097$1,828,627 â–²3.9%101,0293.7%FinanceJPMJPMorgan Chase & Co.$44,376,546$903,951 â–¼-2.0%150,8593.4%FinanceVVisa$41,819,742$69,213 â–¼-0.2%138,3663.2%Business ServicesMRKMerck & Co., Inc.$37,210,226$294,590 â–¼-0.8%309,3382.9%MedicalGOOGAlphabet$33,814,483$1,320,130 â–¼-3.8%117,8782.6%Computer and TechnologyCVXChevron$33,755,692$1,053,327 â–¼-3.0%163,1502.6%EnergyGSThe Goldman Sachs Group$31,399,329$1,340,912 â–¼-4.1%37,1152.4%FinanceTMOThermo Fisher Scientific$31,106,574$14,254 â–¼0.0%63,2852.4%MedicalABBVAbbVie$31,082,682$44,803 â–²0.1%142,9152.4%MedicalHONHoneywell International$30,897,575$387,641 â–¼-1.2%136,6972.4%Multi-Sector ConglomeratesCOSTCostco Wholesale$30,802,110$264,058 â–¼-0.8%30,9122.4%Retail/WholesaleMCKMcKesson$26,218,677$218,936 â–¼-0.8%30,2982.0%MedicalAMDAdvanced Micro Devices$22,538,213$249,405 â–¼-1.1%110,7911.7%Computer and TechnologySCHWCharles Schwab$19,195,227$9,193,969 â–²91.9%204,2481.5%FinanceJNJJohnson & Johnson$18,712,040$160,352 â–¼-0.8%76,5511.4%MedicalSOLSTICE ADVANCED MATLS INC$18,104,679$5,140,343 â–¼-22.1%237,7191.4%COM SHSDHRDanaher$17,794,169$223,349 â–¼-1.2%93,8511.4%MedicalPFEPfizer$16,984,974$787,110 â–²4.9%604,8781.3%MedicalQQQInvesco QQQ$16,115,488$2,326,619 â–¼-12.6%27,9211.2%FinanceQCOMQualcomm$15,033,215$431,283 â–¼-2.8%116,7361.2%Computer and TechnologyBSXBoston Scientific$12,367,147$54,091 â–²0.4%197,0861.0%MedicalHDHome Depot$11,989,526$306,193 â–¼-2.5%36,4550.9%Retail/WholesaleFCXFreeport-McMoRan$11,040,762$171,931 â–¼-1.5%187,8320.9%Basic MaterialsSYKStryker$10,209,157$46,331 â–²0.5%31,0700.8%MedicalKKRKKR & Co. Inc.$10,125,513$21,738 â–¼-0.2%109,4650.8%FinanceTPGTPG$9,828,131$798,452 â–²8.8%242,6100.8%FinanceKMIKinder Morgan$8,555,012$189,277 â–¼-2.2%255,1450.7%EnergyMSMorgan Stanley$8,448,366$76,031 â–¼-0.9%51,3360.7%FinanceORCLOracle$8,307,302$5,560,317 â–²202.4%56,4700.6%Computer and TechnologyMAMastercard$8,159,448$792,960 â–²10.8%16,3300.6%Business ServicesADIAnalog Devices$8,129,113$35,950 â–¼-0.4%25,5520.6%Computer and TechnologyDISWalt Disney$7,762,488$22,842 â–¼-0.3%80,5400.6%Consumer DiscretionaryFTNTFortinet$7,354,8000.0%90,0000.6%Computer and TechnologyADBEAdobe$5,984,630$5,290,393 â–¼-46.9%24,6200.5%Computer and TechnologyMRVLMarvell Technology$5,830,776$141,146 â–¼-2.4%58,8670.4%Computer and TechnologyMPLXMplx$5,387,4080.0%94,4000.4%EnergyZTSZoetis$5,007,139$221,998 â–¼-4.2%42,3580.4%MedicalEPDEnterprise Products Partners$4,506,744$68,112 â–²1.5%119,1000.3%EnergySPYSPDR S&P 500 ETF Trust$4,446,375$61,782 â–¼-1.4%6,8370.3%FinanceLLYEli Lilly and Company$4,299,925$665,914 â–¼-13.4%4,6750.3%MedicalGLDSPDR Gold Shares$4,094,640$43,029 â–¼-1.0%9,5160.3%FinancePEPPepsiCo$3,890,170$211,971 â–¼-5.2%25,0510.3%Consumer StaplesLOWLowe's Companies$3,869,085$5,907 â–²0.2%16,3750.3%Retail/WholesaleGOLDMAN SACHS ETF TR$3,835,766$375,300 â–²10.8%76,6540.3%S&P 500 PREMIUMBXBlackstone$3,543,928$330,601 â–²10.3%30,8190.3%FinanceETNEaton$3,527,342$773,283 â–²28.1%9,8620.3%IndustrialsMCDMcDonald's$3,294,685$105,669 â–²3.3%10,6010.3%Retail/WholesaleTSLATesla$3,272,887$990,342 â–²43.4%8,8040.3%Auto/Tires/TrucksPGProcter & Gamble$3,249,178$107,897 â–¼-3.2%22,4950.3%Consumer StaplesSPGIS&P Global$3,154,321$227,982 â–¼-6.7%7,4160.2%FinanceIVViShares Core S&P 500 ETF$3,066,168$775,360 â–¼-20.2%4,6940.2%ETFBKRBaker Hughes$2,960,9250.0%48,5000.2%EnergyAXPAmerican Express$2,926,494$324,561 â–²12.5%9,6750.2%FinanceCRMSalesforce$2,759,356$673,319 â–¼-19.6%14,7820.2%Computer and TechnologyGDVThe Gabelli Dividend & Income Trust$2,554,553$20,198 â–²0.8%94,8590.2%Financial ServicesJGROJPMorgan Active Growth ETF$2,425,724$743,776 â–¼-23.5%28,7000.2%ETFMETAMeta Platforms$2,384,220$2,807,051 â–¼-54.1%4,1670.2%Computer and TechnologyBANK AMERICA CORP$2,383,1200.0%2,0000.2%7.25%CNV PFD LWALMART INC$2,342,554$31,691 â–¼-1.3%18,8490.2%COMAVGOBroadcom$2,318,849$754,585 â–²48.2%7,4920.2%Computer and TechnologyOXYOccidental Petroleum$2,227,550$338,975 â–¼-13.2%34,2700.2%EnergyTSMTaiwan Semiconductor Manufacturing$2,215,600$367,690 â–²19.9%6,5560.2%Computer and TechnologyCCJCameco$2,193,9220.0%20,2000.2%Basic MaterialsNEENextEra Energy$2,165,311$1,486 â–²0.1%23,3130.2%UtilitiesNXPINXP Semiconductors$2,096,953$1,406,368 â–²203.6%10,6520.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$1,901,404$42,952 â–¼-2.2%23,9050.1%U S TECH LEADERSDUKDuke Energy$1,897,452$2,357 â–²0.1%14,4910.1%UtilitiesETEnergy Transfer$1,862,4500.0%96,5000.1%EnergyGOLDMAN SACHS ETF TR$1,819,529$72,416 â–²4.1%50,2520.1%TECHNOLOGY OPPORPANWPalo Alto Networks$1,812,738$944,124 â–²108.7%11,3070.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,752,264$952,164 â–¼-35.2%5,4620.1%ETFABTAbbott Laboratories$1,680,400$1,775,575 â–¼-51.4%16,3670.1%MedicalREGNRegeneron Pharmaceuticals$1,618,681$135,212 â–¼-7.7%2,0950.1%MedicalQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,603,5450.0%39,9500.1%ETFKRKroger$1,590,0390.0%21,9740.1%Retail/WholesaleVOOVanguard S&P 500 ETF$1,521,960$9,561 â–¼-0.6%2,5470.1%ETFVZVerizon Communications$1,400,329$2,711 â–¼-0.2%27,8950.1%Computer and TechnologyJQUAJPMorgan U.S. Quality Factor ETF$1,367,988$251,412 â–¼-15.5%22,3090.1%ETFPMPhilip Morris International$1,352,977$288,518 â–²27.1%8,1830.1%Consumer StaplesGOLDMAN SACHS ETF TR$1,346,128$710,182 â–¼-34.5%27,2000.1%NASDAQ-100 PREMINLRVanEck Uranium and Nuclear ETF$1,331,9000.0%10,0000.1%ETFINTCIntel$1,325,2240.0%30,0300.1%Computer and TechnologyMMM3M$1,299,8090.0%8,9500.1%Multi-Sector ConglomeratesMARMarriott International$1,265,4340.0%3,8690.1%Consumer DiscretionaryFDVVFidelity High Dividend ETF$1,259,472$27,620 â–¼-2.1%22,8000.1%ETFJEPIJPMorgan Equity Premium Income ETF$1,226,427$132,233 â–²12.1%21,6380.1%ETFACNAccenture$1,197,275$486,405 â–²68.4%6,0380.1%Computer and TechnologyAWKAmerican Water Works$1,171,735$122,481 â–¼-9.5%8,6100.1%UtilitiesCLColgate-Palmolive$1,165,520$102,276 â–¼-8.1%13,6750.1%Consumer StaplesCOPConocoPhillips$1,148,400$52,800 â–¼-4.4%8,7000.1%EnergyVMCVulcan Materials$1,089,200$1,089,200 â–²New Holding4,0000.1%ConstructionETREntergy$1,061,802$1,061,802 â–²New Holding9,4500.1%UtilitiesNVONovo Nordisk A/S$1,059,686$142,774 â–²15.6%28,8350.1%MedicalXOMExxonMobil$1,034,926$4,242 â–²0.4%6,1000.1%EnergyBITWISE BITCOIN ETF TR$981,723$350,431 â–²55.5%26,6700.1%SHS BEN INTShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
