Warther Private Wealth, LLC Top Holdings and 13F Report (2026) About Warther Private Wealth, LLCInvestment ActivityWarther Private Wealth, LLC has $426.53 million in total holdings as of March 31, 2026.Warther Private Wealth, LLC owns shares of 40 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 23.35% of the portfolio was purchased this quarter.About 11.79% of the portfolio was sold this quarter.This quarter, Warther Private Wealth, LLC has purchased 49 new stocks and bought additional shares in 16 stocks.Warther Private Wealth, LLC sold shares of 18 stocks and completely divested from 15 stocks this quarter.Largest Holdings UnitedHealth Group $31,884,161Alibaba Group $30,372,110ExxonMobil $29,707,636NU $21,282,387Charles Schwab $20,224,778 Largest New Holdings this Quarter 26884L109 - EQT $9,376,718 Holding30212P303 - Expedia Group $8,838,469 Holding78409V104 - S&P Global $8,181,415 Holding11271J107 - Brookfield $8,077,812 Holding922908736 - Vanguard Growth ETF $546,861 Holding Largest Purchases this Quarter ExxonMobil 103,536 shares (about $17.57M)EQT 147,340 shares (about $9.38M)Expedia Group 38,280 shares (about $8.84M)S&P Global 19,235 shares (about $8.18M)Brookfield 199,600 shares (about $8.08M) Largest Sales this Quarter ASML 7,878 shares (about $10.41M)Alphabet 29,645 shares (about $8.52M)Eli Lilly and Company 6,527 shares (about $6.00M)Taiwan Semiconductor Manufacturing 16,751 shares (about $5.66M)Amazon.com 26,065 shares (about $5.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWarther Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$31,884,161$1,721,494 â–²5.7%117,8327.5%MedicalBABAAlibaba Group$30,372,110$1,232,895 â–²4.2%242,0867.1%Retail/WholesaleXOMExxonMobil$29,707,636$17,565,918 â–²144.7%175,1017.0%EnergyNUNU$21,282,387$6,478,858 â–²43.8%1,481,0295.0%FinanceSCHWCharles Schwab$20,224,778$2,131,090 â–²11.8%215,2034.7%FinanceMELIMercadoLibre$19,897,562$2,992,934 â–²17.7%11,5084.7%Retail/WholesaleNVONovo Nordisk A/S$19,090,890$3,698,961 â–²24.0%519,4804.5%MedicalUBERUber Technologies$18,329,059$4,403,986 â–²31.6%254,8184.3%Computer and TechnologyFICOFair Isaac$18,322,189$7,802,650 â–²74.2%17,1634.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$18,016,115$5,661,001 â–¼-23.9%53,3104.2%Computer and TechnologyFTNTFortinet$17,972,434$2,697,741 â–²17.7%219,9274.2%Computer and TechnologyGOOGLAlphabet$17,970,613$8,524,776 â–¼-32.2%62,4934.2%Computer and TechnologyCMGChipotle Mexican Grill$16,908,866$458,863 â–²2.8%528,2374.0%Retail/WholesaleNFLXNetflix$15,826,290$7,454,413 â–²89.0%164,6003.7%Consumer DiscretionaryFISERV INC COM$15,050,655$3,533,814 â–²30.7%269,7253.5%StockASMLASML$14,202,885$10,405,499 â–¼-42.3%10,7533.3%Computer and TechnologyAMZNAmazon.com$14,126,538$5,428,558 â–¼-27.8%67,8283.3%Retail/WholesaleELEstee Lauder Companies$11,922,217$1,076,550 â–²9.9%166,1172.8%Consumer StaplesLLYEli Lilly and Company$11,383,993$6,003,339 â–¼-34.5%12,3772.7%MedicalAVGOBroadcom$11,191,882$955,767 â–²9.3%36,1602.6%Computer and TechnologyEQTEQT$9,376,718$9,376,718 â–²New Holding147,3402.2%EnergyEXPEExpedia Group$8,838,469$8,838,469 â–²New Holding38,2802.1%Retail/WholesaleSPGIS&P Global$8,181,415$8,181,415 â–²New Holding19,2351.9%FinanceBNBrookfield$8,077,812$8,077,812 â–²New Holding199,6001.9%FinanceAAPLApple$4,835,784$367,239 â–¼-7.1%19,0541.1%Computer and TechnologyNVDANVIDIA$3,300,529$1,150,694 â–¼-25.9%18,9250.8%Computer and TechnologyMSFTMicrosoft$2,333,505$391,632 â–¼-14.4%6,3040.5%Computer and TechnologyVOOVanguard S&P 500 ETF$1,245,906$70,512 â–¼-5.4%2,0850.3%ETFGOOGAlphabet$1,096,666$509,177 â–¼-31.7%3,8230.3%Computer and TechnologyAXPAmerican Express$881,124$30,248 â–²3.6%2,9130.2%FinanceCATCaterpillar$709,340$525,096 â–¼-42.5%1,0010.2%IndustrialsVVisa$604,480$246,326 â–¼-29.0%2,0000.1%Business ServicesCOSTCostco Wholesale$565,972$113,593 â–¼-16.7%5680.1%Retail/WholesaleVUGVanguard Growth ETF$546,861$546,861 â–²New Holding1,2520.1%ETFMARSH & MCLENNAN COS INC COM$464,846$3,296 â–¼-0.7%2,6800.1%StockISRGIntuitive Surgical$462,834$4,149 â–¼-0.9%1,0040.1%MedicalVSTVistra$377,328$3,448,567 â–¼-90.1%2,5100.1%UtilitiesAMATApplied Materials$342,474$309,662 â–¼-47.5%1,0020.1%Computer and TechnologyIVViShares Core S&P 500 ETF$326,605$326,605 â–²New Holding5000.1%ETFBRK.BBerkshire Hathaway$277,936$246,309 â–¼-47.0%5800.1%FinanceMCKMcKesson$0$1,503,592 â–¼-100.0%00.0%MedicalORCLOracle$0$733,836 â–¼-100.0%00.0%Computer and TechnologyHDHome Depot$0$609,801 â–¼-100.0%00.0%Retail/WholesaleMAMastercard$0$515,505 â–¼-100.0%00.0%Business ServicesSSOProShares Ultra S&P500$0$506,221 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$458,519 â–¼-100.0%00.0%FinanceSAPSAP$0$398,858 â–¼-100.0%00.0%Computer and TechnologyRTXRTX$0$371,385 â–¼-100.0%00.0%AerospaceMSMorgan Stanley$0$362,694 â–¼-100.0%00.0%FinanceRRyder System$0$329,191 â–¼-100.0%00.0%TransportationROKRockwell Automation$0$311,256 â–¼-100.0%00.0%Computer and TechnologyEMREmerson Electric$0$270,218 â–¼-100.0%00.0%IndustrialsFCXFreeport-McMoRan$0$243,640 â–¼-100.0%00.0%Basic MaterialsSHELShell$0$227,715 â–¼-100.0%00.0%EnergyPRAIRIE OPER CO COM$0$26,195 â–¼-100.0%00.0%StockShowing 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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