DOSSIER · 13F-HR · Q2 2026

Alvarez & Marsal Private Wealth Partners, LLC

$759M in tracked AUM across 107 positions as of Q2 2026.

A&
CIK 0002109121 · last filed Jun 30, 2026
Total AUM
$759M
as of Q2 2026
Holdings
107
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Alvarez & Marsal Private Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPHQ
INVESCO EXCHANGE TRADED FD T
$85M948K11.3%
02
SPY
STATE STR SPDR S&P 500 ETF T
$78M104K10.3%
03
QQQ
INVESCO QQQ TR
$71M97K9.4%
04
QLTY
GMO ETF TRUST
$71M1.7M9.4%
05
VTEB
VANGUARD MUN BD FDS
$69M1.4M9.1%
06
VOO
VANGUARD INDEX FDS
$47M68K6.2%
07
GOOGL
ALPHABET INC
$45M126K5.9%
08
IVW
ISHARES TR
$35M255K4.6%
09
RTX
RTX CORPORATION
$33M176K4.4%
10
V
VISA INC
$30M87K4.0%

Filing history

2026Q2Jun 30
$759M 6.5%
107 positionsView →
2026Q1Mar 31
$712M 36.8%
177 positionsView →
2025Q4Dec 31
$521M
112 positionsView →