DOSSIER · 13F-HR · Q3 2026

MCCARTER PRIVATE WEALTH SERVICES LLC

$295M in tracked AUM across 227 positions as of Q3 2026.

MP
CIK 0002036922 · last filed Sep 30, 2026
Total AUM
$295M
as of Q3 2026
Holdings
227
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MCCARTER PRIVATE WEALTH SERVICES LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$13M38K4.5%
02
MSFT
MICROSOFT CORP
$12M24K4.1%
03
FBND
FIDELITY MERRIMACK STR TR
$8M174K2.6%
04
TRV
TRAVELERS COMPANIES INC
$6M18K2.2%
05
IVV
ISHARES TR
$6M8K2.2%
06
GOOGL
ALPHABET INC
$6M18K2.1%
07
PANW
PALO ALTO NETWORKS INC
$6M16K2.1%
08
AEM
AGNICO EAGLE MINES LTD
$6M33K2.1%
09
MA
MASTERCARD INCORPORATED
$6M11K2.0%
10
TJX
TJX COS INC NEW
$6M42K1.9%

Filing history

2026Q3Sep 30
$295M▲ 1.6%
227 positionsView →
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 positionsLocked
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