13F Insight
DOSSIER · 13F-HR · Q1 2026

Private Wealth Partners, LLC

$1.3B in tracked AUM across 169 positions as of Q1 2026.

PW
CIK 0001335851 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
169
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

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
AAPL
APPLE INC
$109M428K8.4%02
NVDA
NVIDIA CORPORATION
$101M580K7.8%03
GOOGL
ALPHABET INC
$87M301K6.7%04
MSFT
MICROSOFT CORP
$75M201K5.7%05
AMZN
AMAZON COM INC
$58M277K4.4%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$48M101K3.7%07
JPM
JPMORGAN CHASE & CO
$44M151K3.4%08
V
VISA INC
$42M138K3.2%09
MRK
MERCK & CO INC
$37M309K2.9%10
GOOG
ALPHABET INC
$34M118K2.6%

Filing history

2026Q1Mar 31
$1.3B▼ 8.0%
169 positionsView →2025Q4Dec 31
$1.4B▲ 0.6%
171 positionsView →2025Q3Sep 30
$1.4B▲ 9.4%
169 positionsView →2025Q2Jun 30
$1.3B▲ 6.2%
174 positionsLocked2025Q1Mar 31
$1.2B▼ 7.5%
162 positionsLocked2024Q4Dec 31
$1.3B▲ 4.0%
171 positionsLocked2024Q3Sep 30
$1.3B▼ 6.9%
170 positionsLocked2024Q2Jun 30
$1.3B▲ 7.8%
165 positionsLocked2024Q1Mar 31
$1.3B▲ 5.7%
163 positionsLocked2023Q4Dec 31
$1.2B▲ 13.1%
170 positionsLocked2023Q3Sep 30
$1.0B▼ 3.8%
159 positionsLocked2023Q2Jun 30
$1.1B▲ 8.6%
167 positionsLocked
Showing 12 of 82