Private Wealth Partners, LLC - Portfolio Stock Holdings
Private Wealth Partners, LLC disclosed 187 stock positions in a recent SEC 13F filing. $1,460,037,055 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,921,390,575 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
187Est. Stock Holding Value:
$1,460,037,055Top Stock Holdings By Sector
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Portfolio Stock Holdings - Private Wealth Partners, LLC
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Portfolio Options Holdings - Private Wealth Partners, LLC
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