DOSSIER · 13F-HR · Q1 2026

Alvarez & Marsal Private Wealth Partners, LLC

$712M in tracked AUM across 177 positions as of Q1 2026.

A&
CIK 0002109121 · last filed Mar 31, 2026
Total AUM
$712M
as of Q1 2026
Holdings
177
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPHQ
INVESCO EXCHANGE TRADED FD T
$72M957K10.1%
02
VTEB
VANGUARD MUN BD FDS
$71M1.4M10.0%
03
SPY
STATE STR SPDR S&P 500 ETF T
$68M104K9.6%
04
QLTY
GMO ETF TRUST
$63M1.7M8.8%
05
QQQ
INVESCO QQQ TR
$56M97K7.8%
06
VOO
VANGUARD INDEX FDS
$41M69K5.8%
07
GOOGL
ALPHABET INC
$37M127K5.1%
08
RTX
RTX CORPORATION
$34M176K4.8%
09
MSFT
MICROSOFT CORP
$29M79K4.1%
10
IVW
ISHARES TR
$28M247K3.9%

Filing history

2026Q1Mar 31
$712M 36.8%
177 positionsView →
2025Q4Dec 31
$521M
112 positionsView →