Private Wealth Partners, LLC 13F Holdings · Q2 2026
Private Wealth Partners, LLC reported 178 securities worth $1.40B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (8.57%), AAPL (8.39%), GOOGL (7.24%). Among its top 25 positions this quarter: 2 new, 2 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $120.2M | 8.57% | 600,703 | Added |
| 2 | AAPL | APPLE INC | $117.7M | 8.39% | 406,885 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $101.5M | 7.24% | 284,052 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $70.0M | 4.99% | 187,537 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $63.5M | 4.52% | 266,251 | Trimmed |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $58.3M | 4.16% | 100,388 | Trimmed |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $57.6M | 4.11% | 115,203 | Added |
| 8 | V | VISA INC | $46.2M | 3.29% | 134,690 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $45.9M | 3.27% | 140,251 | Trimmed |
| 10 | GOOG | ALPHABET INC | $41.1M | 2.93% | 116,257 | Trimmed |
| 11 | MRK | MERCK & CO INC | $38.8M | 2.76% | 301,750 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $35.3M | 2.52% | 34,925 | Trimmed |
| 13 | ABBV | ABBVIE INC | $34.5M | 2.46% | 136,981 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $28.2M | 2.01% | 56,178 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $25.6M | 1.83% | 154,717 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $23.7M | 1.69% | 25,287 | Trimmed |
| 17 | SOLS | SOLSTICE ADVANCED MATLS INC | $20.9M | 1.49% | 236,269 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $20.3M | 1.45% | 27,550 | Trimmed |
| 19 | MCK | MCKESSON CORP | $20.2M | 1.44% | 26,763 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $20.1M | 1.44% | 108,987 | Trimmed |
| 21 | SCHW | SCHWAB CHARLES CORP | $18.3M | 1.31% | 198,719 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $18.3M | 1.30% | 71,949 | Trimmed |
| 23 | HON | HONEYWELL INTL INC | $16.8M | 1.20% | 75,237 | New |
| 24 | DHR | DANAHER CORP DEL | $16.8M | 1.19% | 87,975 | Trimmed |
| 25 | HONA | HONEYWELL AEROSPACE INC | $16.7M | 1.19% | 75,537 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR