DOSSIER · 13F-HR · Q2 2026

MassMutual Private Wealth & Trust, FSB

$3.9B in tracked AUM across 2,444 positions as of Q2 2026.

MP
CIK 0001103653 · last filed Jun 30, 2026
Total AUM
$3.9B
as of Q2 2026
Holdings
2,444
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MassMutual Private Wealth & Trust, FSB 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
AAPL
Apple Inc
$186M643K4.8%
02
NVDA
NVIDIA Corp
$184M920K4.8%
03
VO
Vanguard Mid-Cap ETF
$144M1.8M3.7%
04
MSFT
Microsoft Corp
$136M364K3.5%
05
VEA
Vanguard FTSE Developed Markets ETF
$109M1.5M2.8%
06
AMZN
Amazon.com Inc
$103M431K2.7%
07
GOOGL
Alphabet Inc
$100M279K2.6%
08
JPM
JPMorgan Chase & Co
$86M264K2.2%
09
AVGO
Broadcom INC
$81M213K2.1%
10
GOOG
Alphabet Inc
$75M213K1.9%

Filing history

2026Q2Jun 30
$3.9B 5.4%
2,444 positionsView →
2026Q1Mar 31
$3.7B 5.5%
2,429 positionsView →
2025Q4Dec 31
$3.9B 1.0%
2,394 positionsView →
2025Q3Sep 30
$3.9B 4.6%
2,398 positionsView →
2025Q2Jun 30
$3.8B 8.6%
2,375 positionsLocked
2025Q1Mar 31
$3.5B 3.0%
2,387 positionsLocked
2024Q4Dec 31
$3.6B 1.5%
2,334 positionsLocked
2024Q3Sep 30
$3.5B 6.5%
2,165 positionsLocked
2024Q2Jun 30
$3.3B 2.6%
2,159 positionsLocked
2024Q1Mar 31
$3.2B 7.8%
2,077 positionsLocked
2023Q4Dec 31
$3.0B 10.1%
1,978 positionsLocked
2023Q3Sep 30
$2.7B 2.6%
1,992 positionsLocked
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