MassMutual Private Wealth & Trust, FSB 13F Holdings · Q3 2026
MassMutual Private Wealth & Trust, FSB reported 2,367 securities worth $3.79B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (5.38%), NVDA (5.31%), MSFT (4.79%). Among its top 25 positions this quarter: 1 added, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $204.1M | 5.38% | 612,731 | Trimmed |
| 2 | NVDA | NVIDIA Corp | $201.3M | 5.31% | 881,514 | Trimmed |
| 3 | MSFT | Microsoft Corp | $181.4M | 4.79% | 353,759 | Trimmed |
| 4 | VO | Vanguard Morningstar Mid-Cap ETF | $131.2M | 3.46% | 1.7M | Trimmed |
| 5 | VEA | Vanguard FTSE Developed Markets ETF | $104.7M | 2.76% | 1.5M | Trimmed |
| 6 | AMZN | Amazon.com Inc | $101.7M | 2.68% | 408,196 | Trimmed |
| 7 | GOOGL | Alphabet Inc | $90.8M | 2.40% | 264,010 | Trimmed |
| 8 | JPM | JPMorgan Chase & Co | $83.3M | 2.20% | 251,739 | Trimmed |
| 9 | AVGO | Broadcom INC | $71.3M | 1.88% | 203,116 | Trimmed |
| 10 | META | Meta Platforms Inc | $71.1M | 1.88% | 98,111 | Trimmed |
| 11 | GOOG | Alphabet Inc | $70.3M | 1.85% | 206,291 | Trimmed |
| 12 | EFA | iShares MSCI EAFE ETF | $59.0M | 1.56% | 568,002 | Trimmed |
| 13 | DFAS | Dimensional US Small Cap ETF | $54.1M | 1.43% | 699,167 | Trimmed |
| 14 | CVX | Chevron Corp | $53.3M | 1.41% | 260,994 | Trimmed |
| 15 | CSCO | Cisco Systems Inc | $51.9M | 1.37% | 482,011 | Trimmed |
| 16 | V | Visa Inc | $50.0M | 1.32% | 139,037 | Trimmed |
| 17 | BRKB | Berkshire Hathaway Inc | $47.1M | 1.24% | 94,606 | Trimmed |
| 18 | IJH | iShares Core S&P Mid-Cap ETF | $45.4M | 1.20% | 630,548 | Trimmed |
| 19 | JNJ | Johnson & Johnson | $45.3M | 1.19% | 170,950 | Trimmed |
| 20 | VGT | Vanguard Information Technology ETF | $43.6M | 1.15% | 347,000 | Trimmed |
| 21 | ABBV | AbbVie INC | $40.8M | 1.08% | 155,837 | Trimmed |
| 22 | SCHO | Schwab Short-Term U.S. Treasury ETF | $40.5M | 1.07% | 1.7M | Trimmed |
| 23 | IEFA | iShares Core MSCI EAFE ETF | $39.9M | 1.05% | 411,357 | Added |
| 24 | PANW | Palo Alto Networks Inc | $37.3M | 0.98% | 93,880 | Trimmed |
| 25 | RTX | RTX Corp | $36.8M | 0.97% | 197,968 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR