Private Wealth Partners, LLC
Private Wealth Partners, LLC reported 183 holdings worth US$1.4B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Private Wealth Partners, LLC reported 183 holdings worth US$1.4B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 183
- Value as reported
- US$1.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 391K | US$140M | 10.0% |
| Apple Inc | 406K | US$117M | 8.4% |
| Nvidia Corporation | 566K | US$113M | 8.1% |
| Microsoft Corp. | 188K | US$70M | 5.0% |
| Amazon.com, Inc. | 265K | US$63.2M | 4.5% |
| Berkshire Hathaway Inc. | 117K | US$58.4M | 4.2% |
| Advanced Micro Devices Inc | 99,988 | US$58.1M | 4.1% |
| Visa Inc. | 135K | US$46.2M | 3.3% |
| Jp Morgan Chase & Co. | 140K | US$45.9M | 3.3% |
| Merck & Company, Inc. | 302K | US$38.8M | 2.8% |
| Goldman Sachs Group, Inc. (the) | 34,925 | US$35.3M | 2.5% |
| Abbvie Inc. | 137K | US$34.5M | 2.5% |
| Thermo Fisher Scientific Inc | 56,178 | US$28.2M | 2.0% |
| Chevron Corporation | 155K | US$25.6M | 1.8% |
| Costco Wholesale Corporation | 25,287 | US$23.7M | 1.7% |
| Solstice Advanced Materials Inc. | 236K | US$20.9M | 1.5% |
| Mckesson Corporation | 26,763 | US$20.2M | 1.4% |
| Qualcomm Incorporated | 109K | US$20.1M | 1.4% |
| Charles Schwab Corporation (the) | 199K | US$18.3M | 1.3% |
| Johnson & Johnson | 71,949 | US$18.3M | 1.3% |
| Danaher Corporation | 87,975 | US$16.8M | 1.2% |
| Marvell Technology, Inc. | 51,038 | US$15.2M | 1.1% |
| Pfizer, Inc. | 620K | US$14.9M | 1.1% |
| Fortinet, Inc. | 90,000 | US$13.8M | 0.99% |
| Kkr & Co. Inc. | 127K | US$11.6M | 0.83% |
| Freeport-mcmoran, Inc. | 184K | US$11.6M | 0.82% |
| Morgan Stanley | 51,545 | US$10.8M | 0.77% |
| Home Depot, Inc. (the) | 30,017 | US$10.6M | 0.75% |
| Stryker Corporation | 29,614 | US$9.32M | 0.66% |
| Analog Devices, Inc. | 21,417 | US$8.51M | 0.61% |
| Kinder Morgan, Inc. | 249K | US$7.96M | 0.57% |
| Mastercard Incorporated | 15,260 | US$7.84M | 0.56% |
| Boston Scientific Corporation | 182K | US$7.79M | 0.56% |
| Oracle Corporation | 48,794 | US$7.15M | 0.51% |
| Tpg Inc. | 156K | US$6.31M | 0.45% |
| Walt Disney Company (the) | 64,375 | US$6.2M | 0.44% |
| Eli Lilly And Company | 4,448 | US$5.34M | 0.38% |
| Mplx Lp | 94,400 | US$5.32M | 0.38% |
| Blackstone Inc. | 39,050 | US$4.6M | 0.33% |
| Enterprise Products Partners L.p. | 119K | US$4.38M | 0.31% |
| Palo Alto Networks, Inc. | 11,502 | US$3.92M | 0.28% |
| Intel Corporation | 25,696 | US$3.59M | 0.26% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,362 | US$3.52M | 0.25% |
| Tesla, Inc. | 8,306 | US$3.49M | 0.25% |
| Pepsico, Inc. | 24,551 | US$3.32M | 0.24% |
| Lowe's Companies, Inc. | 14,573 | US$3.21M | 0.23% |
| Procter & Gamble Company (the) | 21,782 | US$3.19M | 0.23% |
| Bank Of America Corporation | 55,598 | US$3.17M | 0.23% |
| Mcdonald's Corporation | 10,227 | US$2.76M | 0.20% |
| Broadcom Inc. | 6,570 | US$2.48M | 0.18% |
| Adobe Inc. | 10,857 | US$2.23M | 0.16% |
| Salesforce, Inc. | 14,086 | US$2.21M | 0.16% |
| American Express Company | 6,420 | US$2.17M | 0.15% |
| Walmart Inc. | 18,608 | US$2.11M | 0.15% |
| Cameco Corporation | 20,200 | US$2.06M | 0.15% |
| S&p Global Inc. | 4,848 | US$1.97M | 0.14% |
| Nextera Energy, Inc. | 21,343 | US$1.87M | 0.13% |
| Philip Morris International Inc | 10,298 | US$1.86M | 0.13% |
| Energy Transfer Lp | 96,500 | US$1.85M | 0.13% |
| Meta Platforms, Inc. | 3,184 | US$1.79M | 0.13% |
| Duke Energy Corporation (holding Company) | 14,013 | US$1.77M | 0.13% |
| Occidental Petroleum Corporation | 34,590 | US$1.68M | 0.12% |
| Novo Nordisk A/s Class B | 30,735 | US$1.47M | 0.11% |
| Abbott Laboratories | 15,817 | US$1.44M | 0.10% |
| Marriott International | 3,819 | US$1.42M | 0.10% |
| Nano Nuclear Energy Inc. | 61,030 | US$1.29M | 0.09% |
| Lam Research Corporation | 2,970 | US$1.29M | 0.09% |
| Micron Technology, Inc. | 1,074 | US$1.24M | 0.09% |
| Kroger Company (the) | 21,974 | US$1.22M | 0.09% |
| Colgate-palmolive Company | 13,275 | US$1.22M | 0.09% |
| Verizon Communications Inc. | 27,950 | US$1.18M | 0.08% |
| Baker Hughes Company | 20,600 | US$1.14M | 0.08% |
| Entergy Corporation | 9,700 | US$1.11M | 0.08% |
| Caterpillar, Inc. | 1,007 | US$1.07M | 0.08% |
| Bank Of Marin Bancorp | 36,983 | US$1.02M | 0.07% |
| Ciena Corporation | 1,975 | US$969K | 0.07% |
| Cadence Design Systems, Inc. | 2,550 | US$957K | 0.07% |
| Exxon Mobil Corporation | 6,815 | US$932K | 0.07% |
| Vertex Pharmaceuticals Incorporated | 1,873 | US$930K | 0.07% |
| Arista Networks, Inc. | 5,352 | US$909K | 0.06% |
| Kla Corporation | 3,000 | US$905K | 0.06% |
| Conocophillips | 8,600 | US$894K | 0.06% |
| Asml Holding Nv | 434 | US$863K | 0.06% |
| Netflix, Inc. | 11,189 | US$799K | 0.06% |
| Gilead Sciences, Inc. | 6,018 | US$760K | 0.05% |
| 3m Company | 4,450 | US$721K | 0.05% |
| Northern Trust Corporation | 4,075 | US$708K | 0.05% |
| Oklo Inc. | 13,000 | US$680K | 0.05% |
| Intuitive Surgical, Inc. | 1,577 | US$627K | 0.04% |
| American Water Works Company, Inc. | 4,610 | US$607K | 0.04% |
| State Street Corporation | 3,370 | US$572K | 0.04% |
| Dominion Energy, Inc. | 7,050 | US$481K | 0.03% |
| Kimberly-clark Corporation | 4,335 | US$476K | 0.03% |
| International Business Machines Corporation | 1,636 | US$460K | 0.03% |
| Dell Technologies Inc. | 1,061 | US$458K | 0.03% |
| Clorox Company (the) | 4,200 | US$401K | 0.03% |
| Eog Resources, Inc. | 2,950 | US$383K | 0.03% |
| Hilton Worldwide Holdings Inc. | 1,000 | US$330K | 0.02% |
| Insmed Incorporated | 3,000 | US$320K | 0.02% |
| Boeing Company (the) | 1,431 | US$310K | 0.02% |
Every holding of Private Wealth Partners, LLC
Source
View original at SEC
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