DOSSIER · 13F-HR · Q3 2026

Private Wealth Partners, LLC

$1.5B in tracked AUM across 177 positions as of Q3 2026.

PW
CIK 0001335851 · last filed Sep 30, 2026
Total AUM
$1.5B
as of Q3 2026
Holdings
177
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Private Wealth Partners, 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. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$137M598K9.3%
02
AAPL
APPLE INC
$135M406K9.2%
03
MSFT
MICROSOFT CORP
$97M188K6.6%
04
GOOGL
ALPHABET INC
$94M274K6.4%
05
AMZN
AMAZON COM INC
$66M267K4.5%
06
AMD
ADVANCED MICRO DEVICES INC
$61M100K4.1%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$59M119K4.0%
08
V
VISA INC
$48M134K3.3%
09
JPM
JPMORGAN CHASE & CO
$46M139K3.1%
10
MRK
MERCK & CO INC
$44M301K3.0%

Filing history

2026Q3Sep 30
$1.5B▲ 4.9%
177 positionsView →
2026Q2Jun 30
$1.4B▲ 8.1%
183 positionsView →
2026Q1Mar 31
$1.3B▼ 8.0%
169 positionsView →
2025Q4Dec 31
$1.4B▲ 0.6%
171 positionsView →
2025Q3Sep 30
$1.4B▲ 9.4%
169 positionsLocked
2025Q2Jun 30
$1.3B▲ 6.2%
174 positionsLocked
2025Q1Mar 31
$1.2B▼ 7.5%
162 positionsLocked
2024Q4Dec 31
$1.3B▲ 4.0%
171 positionsLocked
2024Q3Sep 30
$1.3B▼ 6.9%
170 positionsLocked
2024Q2Jun 30
$1.3B▲ 7.8%
165 positionsLocked
2024Q1Mar 31
$1.3B▲ 5.7%
163 positionsLocked
2023Q4Dec 31
$1.2B▲ 13.1%
170 positionsLocked
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