Holdings

Alvarez & Marsal Private Wealth Partners, LLC

As of Jun 30, 2026, Alvarez & Marsal Private Wealth Partners, LLC reported 61 positions worth US$219M. Largest: Alphabet Inc (google) Class C, Rtx Corporation and Visa Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C135KUS$48.1M−1,328Jun 30, 2026
Rtx Corporation176KUS$33.4M−36Jun 30, 2026
Visa Inc.87,378US$30M−296Jun 30, 2026
Microsoft Corp.77,972US$29.1M−635Jun 30, 2026
Berkshire Hathaway Inc.31,689US$15.9M−161Jun 30, 2026
Apple Inc31,234US$9.04M+551Jun 30, 2026
Nvidia Corporation44,703US$8.94M+703Jun 30, 2026
Texas Pacific Land Corporation18,000US$7.88M−141Jun 30, 2026
Amazon.com, Inc.19,836US$4.73M+49Jun 30, 2026
Broadcom Inc.12,148US$4.59M+138Jun 30, 2026