Private Wealth Partners, LLC: 13F holdings
CIK 13358512026Q2
| Positions | 178 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 178 (+9 vs prior quarter) |
|---|
| Reported value | $1.4bn (+8.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 405,885 | $117.4m | 8.4% |
| NVDA NVIDIA CORPORATION | 566,203 | $113.3m | 8.1% |
| GOOGL ALPHABET INC | 276,352 | $98.8m | 7.0% |
| MSFT MICROSOFT CORP | 187,537 | $70.0m | 5.0% |
| AMZN AMAZON COM INC | 265,251 | $63.2m | 4.5% |
| AMD ADVANCED MICRO DEVICES INC | 99,988 | $58.1m | 4.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 115,203 | $57.6m | 4.1% |
| V VISA INC | 134,690 | $46.2m | 3.3% |
| JPM JPMORGAN CHASE & CO | 140,251 | $45.9m | 3.3% |
| GOOG ALPHABET INC | 116,257 | $41.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1335851")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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