DOSSIER · 13F-HR · Q2 2026

MCCARTER PRIVATE WEALTH SERVICES LLC

$290M in tracked AUM across 227 positions as of Q2 2026.

MP
CIK 0002036922 · last filed Jun 30, 2026
Total AUM
$290M
as of Q2 2026
Holdings
227
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MCCARTER PRIVATE WEALTH SERVICES 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
AVGO
BROADCOM INC
$15M39K5.0%
02
MSFT
MICROSOFT CORP
$9M24K3.0%
03
FBND
FIDELITY MERRIMACK STR TR
$8M172K2.7%
04
IVV
ISHARES TR
$7M9K2.4%
05
TJX
TJX COS INC NEW
$7M43K2.3%
06
GOOGL
ALPHABET INC
$7M18K2.3%
07
TRV
TRAVELERS COMPANIES INC
$6M18K2.1%
08
MA
MASTERCARD INCORPORATED
$6M11K1.9%
09
GOOG
ALPHABET INC
$6M16K1.9%
10
PANW
PALO ALTO NETWORKS INC
$5M16K1.9%

Filing history

2026Q2Jun 30
$290M 26.0%
227 positionsView →
2026Q1Mar 31
$230M 3.4%
284 positionsView →
2025Q4Dec 31
$222M 13.9%
257 positionsView →
2025Q3Sep 30
$195M 11.7%
216 positionsView →
2025Q2Jun 30
$175M 14.5%
187 positionsLocked
2025Q1Mar 31
$153M 3.2%
167 positionsLocked
2024Q4Dec 31
$158M 0.3%
166 positionsLocked
2024Q3Sep 30
$158M
164 positionsLocked