What does Alvarez & Marsal Private Wealth Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Alvarez & Marsal Private Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

INVESCO EXCHANGE TRADED FD T

$72M957K10.1%

VANGUARD MUN BD FDS

$71M1.4M10.0%

STATE STR SPDR S&P 500 ETF T

$68M104K9.6%

GMO ETF TRUST

$63M1.7M8.8%

INVESCO QQQ TR

$56M97K7.8%

VANGUARD INDEX FDS

$41M69K5.8%

ALPHABET INC

$37M127K5.1%

RTX CORPORATION

$34M176K4.8%

MICROSOFT CORP

$29M79K4.1%

ISHARES TR

$28M247K3.9%

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