Private Wealth Partners, LLC
CIK 1335851
13F filing for Q2 2026・No. 2,084
- Holdings
- US$1.4B
- Quarter change
- +US$104.85M
- Entries
- 183
- Net bought (estimate)
- −US$61.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 12
- Cut 84
- Added 27
- Corporate actions 2
- Unchanged 45
Largest holdings
178 stocks worth US$1.39B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 405,885 | US$117.45M | 8.43% |
| NVDANvidiaCOM | Cut | 566,203 | US$113.29M | 8.14% |
| GOOGLAlphabetCAP STK CL A | Cut | 276,352 | US$98.76M | 7.09% |
| MSFTMicrosoftCOM | Cut | 187,537 | US$69.95M | 5.02% |
| AMZNAmazonCOM | Cut | 265,251 | US$63.22M | 4.54% |
| AMDAMDCOM | Cut | 99,988 | US$58.08M | 4.17% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 115,203 | US$57.65M | 4.14% |
| VVISA INCCOM CL A | Cut | 134,690 | US$46.21M | 3.32% |
| JPMJPMORGAN CHASE & COCOM | Cut | 140,251 | US$45.91M | 3.30% |
| GOOGALPHABET INCCAP STK CL C | Cut | 116,257 | US$41.08M | 2.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.