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Private Wealth Partners, LLC

Q2 2026 13F filing

Updated 38 days ago

183 disclosed positions worth $1.4B

Portfolio value
$1.4B
Total holdings
183
New positions
22
Closed positions
13
Increased
30
Decreased
84
Turnover
19.1%
Filed
2026-08-03

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-5.3%
Value
$117.4M
Shares
405.9K
% Port
8.37%
N

NVIDIA CORPORATION

-2.4%
Value
$113.3M
Shares
566.2K
% Port
8.07%
G

ALPHABET INC

-8.1%
Value
$98.8M
Shares
276.4K
% Port
7.04%
M

MICROSOFT CORP

-6.9%
Value
$70M
Shares
187.5K
% Port
4.99%
A

AMAZON COM INC

-4.1%
Value
$63.2M
Shares
265.3K
% Port
4.51%
A
6.AMD

ADVANCED MICRO DEVICES INC

-9.8%
Value
$58.1M
Shares
100.0K
% Port
4.14%
B

BERKSHIRE HATHAWAY INC DEL

+14.0%
Value
$57.6M
Shares
115.2K
% Port
4.11%
V
8.V

VISA INC

-2.7%
Value
$46.2M
Shares
134.7K
% Port
3.29%
J

JPMORGAN CHASE & CO

-7.0%
Value
$45.9M
Shares
140.3K
% Port
3.27%
G

ALPHABET INC

-1.4%
Value
$41.1M
Shares
116.3K
% Port
2.93%
M
11.MRK

MERCK & CO INC

-2.5%
Value
$38.8M
Shares
301.8K
% Port
2.76%
G

GOLDMAN SACHS GROUP INC

-5.9%
Value
$35.3M
Shares
34.9K
% Port
2.52%
A
13.ABBV

ABBVIE INC

-4.2%
Value
$34.5M
Shares
137.0K
% Port
2.46%
T
14.TMO

THERMO FISHER SCIENTIFIC INC

-11.2%
Value
$28.2M
Shares
56.2K
% Port
2.01%
C
15.CVX

CHEVRON CORPORATION

-5.2%
Value
$25.6M
Shares
154.7K
% Port
1.83%
C
16.COST

COSTCO WHOLESALE CORPORATION

-18.2%
Value
$23.7M
Shares
25.3K
% Port
1.69%
S
17.SOLS

SOLSTICE ADVANCED MATLS INC

-0.6%
Value
$20.9M
Shares
236.3K
% Port
1.49%
Q
18.QQQ

INVESCO QQQ TR

-1.3%
Value
$20.3M
Shares
27.6K
% Port
1.45%
M
19.MCK

MCKESSON CORP

-11.7%
Value
$20.2M
Shares
26.8K
% Port
1.44%
Q
20.QCOM

QUALCOMM INC

-6.6%
Value
$20.1M
Shares
109.0K
% Port
1.44%
S

SCHWAB CHARLES CORP

-2.7%
Value
$18.3M
Shares
198.7K
% Port
1.31%
J
22.JNJ

JOHNSON & JOHNSON

-6.0%
Value
$18.3M
Shares
71.9K
% Port
1.30%
H
23.HON

HONEYWELL INTL INC

Value
$16.8M
Shares
75.2K
% Port
1.20%
D
24.DHR

DANAHER CORP DEL

-6.3%
Value
$16.8M
Shares
88.0K
% Port
1.19%
H
25.HONA

HONEYWELL AEROSPACE INC

Value
$16.7M
Shares
75.5K
% Port
1.19%
M
26.MRVL

MARVELL TECHNOLOGY INC

-13.3%
Value
$15.2M
Shares
51.0K
% Port
1.08%
P
27.PFE

PFIZER INC

+2.5%
Value
$14.9M
Shares
619.8K
% Port
1.06%
F
28.FTNT

FORTINET INC

Unchanged
Value
$13.8M
Shares
90.0K
% Port
0.99%
K
29.KKRS

KKR & CO INC

+15.6%
Value
$11.6M
Shares
126.5K
% Port
0.83%
F
30.FCX

FREEPORT MCMORAN INC

-2.1%
Value
$11.6M
Shares
183.9K
% Port
0.82%
M

MORGAN STANLEY

+0.4%
Value
$10.8M
Shares
51.5K
% Port
0.77%
H
32.HD

HOME DEPOT INC

-17.7%
Value
$10.6M
Shares
30.0K
% Port
0.75%
S
33.SYK

STRYKER CORPORATION

-4.7%
Value
$9.3M
Shares
29.6K
% Port
0.66%
A
34.ADI

ANALOG DEVICES INC

-16.2%
Value
$8.5M
Shares
21.4K
% Port
0.61%
E

KINDER MORGAN INC DEL

-2.5%
Value
$8M
Shares
248.9K
% Port
0.57%
M
36.MA

MASTERCARD INCORPORATED

-6.5%
Value
$7.8M
Shares
15.3K
% Port
0.56%
B
37.BSX

BOSTON SCIENTIFIC CORP

-7.4%
Value
$7.8M
Shares
182.5K
% Port
0.56%
O

ORACLE CORP

-13.6%
Value
$7.2M
Shares
48.8K
% Port
0.51%
N
39.NVDA

NVIDIA CORPORATION

-94.1%
Value
$6.9M
Shares
34.5K
% Port
0.49%
J

J P MORGAN EXCHANGE TRADED F

+149.9%
Value
$6.7M
Shares
59.7K
% Port
0.47%
?
41.N/A

TPG INC

-35.9%
Value
$6.3M
Shares
155.6K
% Port
0.45%
D
42.DIS

DISNEY WALT CO

-20.1%
Value
$6.2M
Shares
64.4K
% Port
0.44%
L
43.LLY

ELI LILLY & CO

-4.9%
Value
$5.3M
Shares
4.4K
% Port
0.38%
M

MPLX LP

Unchanged
Value
$5.3M
Shares
94.4K
% Port
0.38%
S
45.SPY

STATE STR SPDR S&P 500 ETF T

-1.2%
Value
$5M
Shares
6.8K
% Port
0.36%
B
46.BX

BLACKSTONE INC

+26.7%
Value
$4.6M
Shares
39.0K
% Port
0.33%
E
47.EPDU

ENTERPRISE PRODS PARTNERS L

Unchanged
Value
$4.4M
Shares
119.1K
% Port
0.31%
E
48.ETN

EATON CORP PLC

-2.4%
Value
$4.1M
Shares
9.6K
% Port
0.29%
G

GOLDMAN SACHS ETF TR

-4.7%
Value
$4.1M
Shares
73.1K
% Port
0.29%
P
50.PANW

PALO ALTO NETWORKS INC

+1.7%
Value
$3.9M
Shares
11.5K
% Port
0.28%