MassMutual Private Wealth & Trust, FSB
Q3 2026 13F filing
Updated 14 days ago2,398 disclosed positions worth $3.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A Apple Inc | $204.1M | 612.7K | 5.38% | Trimmed(-4.7%) |
| 2 | N NVIDIA Corp | $201.3M | 881.5K | 5.31% | Trimmed(-4.2%) |
| 3 | M Microsoft Corp | $181.4M | 353.8K | 4.79% | Trimmed(-2.8%) |
| 4 | V Vanguard Morningstar Mid-Cap ETF | $131.2M | 1.67M | 3.46% | Trimmed(-6.6%) |
| 5 | V Vanguard FTSE Developed Markets ETF | $104.7M | 1.48M | 2.76% | Trimmed(-2.7%) |
| 6 | A Amazon.com Inc | $101.7M | 408.2K | 2.68% | Trimmed(-5.3%) |
| 7 | G Alphabet Inc | $90.8M | 264.0K | 2.40% | Trimmed(-5.5%) |
| 8 | J JPMorgan Chase & Co | $83.3M | 251.7K | 2.20% | Trimmed(-4.5%) |
| 9 | A Broadcom INC | $71.3M | 203.1K | 1.88% | Trimmed(-4.8%) |
| 10 | M Meta Platforms Inc | $71.1M | 98.1K | 1.88% | Trimmed(-3.0%) |
| 11 | G Alphabet Inc | $70.3M | 206.3K | 1.85% | Trimmed(-3.4%) |
| 12 | E iShares MSCI EAFE ETF | $59M | 568.0K | 1.56% | Trimmed(-1.2%) |
| 13 | ? N/A Dimensional US Small Cap ETF | $54.1M | 699.2K | 1.43% | Trimmed(-2.8%) |
| 14 | C Chevron Corp | $53.3M | 261.0K | 1.41% | Trimmed(-5.3%) |
| 15 | C Cisco Systems Inc | $51.9M | 482.0K | 1.37% | Trimmed(-5.6%) |
| 16 | V Visa Inc | $50M | 139.0K | 1.32% | Trimmed(-4.5%) |
| 17 | B Berkshire Hathaway Inc | $47.1M | 94.6K | 1.24% | Trimmed(-1.6%) |
| 18 | E iShares Core S&P Mid-Cap ETF | $45.4M | 630.5K | 1.20% | Trimmed(-4.4%) |
| 19 | J Johnson & Johnson | $45.3M | 170.9K | 1.19% | Trimmed(-4.2%) |
| 20 | V Vanguard Information Technology ETF | $43.6M | 347.0K | 1.15% | Trimmed(-1.3%) |
| 21 | A AbbVie INC | $40.8M | 155.8K | 1.08% | Trimmed(-5.2%) |
| 22 | S Schwab Short-Term U.S. Treasury ETF | $40.5M | 1.70M | 1.07% | Trimmed(-0.1%) |
| 23 | E iShares Core MSCI EAFE ETF | $39.9M | 411.4K | 1.05% | Added(+1.6%) |
| 24 | P Palo Alto Networks Inc | $37.3M | 93.9K | 0.98% | Trimmed(-5.1%) |
| 25 | R RTX Corp | $36.8M | 198.0K | 0.97% | Trimmed(-4.8%) |
| 26 | E iShares Core S&P Small-Cap ETF | $34.9M | 256.8K | 0.92% | Trimmed(-2.3%) |
| 27 | P Procter & Gamble CO/THE | $34.9M | 240.1K | 0.92% | Trimmed(-5.8%) |
| 28 | T Thermo Fisher Scientific Inc | $34.3M | 50.8K | 0.90% | Trimmed(-2.6%) |
| 29 | W Walmart Inc | $34M | 327.4K | 0.90% | Trimmed(-3.6%) |
| 30 | M SPDR S&P MidCap 400 ETF Trust | $33.6M | 51.2K | 0.89% | Trimmed(-5.7%) |
| 31 | H Home Depot Inc/The | $33.4M | 117.2K | 0.88% | Added(+0.4%) |
| 32 | A Ameriprise Financial Inc | $32.6M | 66.2K | 0.86% | Trimmed(-3.2%) |
| 33 | C Caterpillar Inc | $32.3M | 39.8K | 0.85% | Trimmed(-6.3%) |
| 34 | B Bank of America Corp | $32M | 588.4K | 0.84% | Trimmed(-5.1%) |
| 35 | L Eli Lilly & Co | $30.7M | 26.6K | 0.81% | Trimmed(-2.8%) |
| 36 | V Vanguard Short-Term Treasury ETF | $29.3M | 508.6K | 0.77% | Added(+3.0%) |
| 37 | M McDonald's CORP | $29.2M | 126.4K | 0.77% | Added(+0.1%) |
| 38 | C Chubb Ltd | $29M | 89.2K | 0.77% | Trimmed(-3.7%) |
| 39 | X ExxonMobil Holdings Corp | $25.4M | 156.1K | 0.67% | — |
| 40 | E Ecolab Inc | $25.1M | 91.5K | 0.66% | Trimmed(-1.9%) |
| 41 | ? N/A Avantis Emerging Markets Equity ETF | $25M | 265.6K | 0.66% | Added(+3.0%) |
| 42 | B Booking Holdings Inc | $23.2M | 142.4K | 0.61% | Trimmed(-1.6%) |
| 43 | N NextEra Energy Inc | $22.1M | 292.1K | 0.58% | Trimmed(-1.6%) |
| 44 | O O'Reilly Automotive Inc | $21.6M | 252.5K | 0.57% | Trimmed(-4.3%) |
| 45 | E Eaton Corp PLC | $21.3M | 49.6K | 0.56% | Added(+1.6%) |
| 46 | V Verizon Communications Inc | $21.2M | 461.3K | 0.56% | Trimmed(-0.0%) |
| 47 | L Lincoln Electric Holdings Inc | $21M | 79.5K | 0.55% | Trimmed(-3.7%) |
| 48 | E iShares Core MSCI Emerging Markets ETF | $20.6M | 253.7K | 0.54% | Trimmed(-8.2%) |
| 49 | M Merck & Co Inc | $20.4M | 140.4K | 0.54% | Trimmed(-6.9%) |
| 50 | P PepsiCo Inc | $18.9M | 149.5K | 0.50% | Added(+1.8%) |