Q2 2026 13F · SEC CIK 1335851

Private Wealth Partners, LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 178
Top holdings a year, 3 yrs: +23.4%
Assets under management: $1.9B

Private Wealth Partners, LLC is a wealth manager that reported 178 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Apple Inc (AAPL, 8.4%), Nvidia Corporation Com (NVDA, 8.1%), Alphabet Inc (GOOGL, 7.1%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 20.4% for the S&P 500.

Private Wealth Partners, LLC holdings largest 50 of 178 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Private Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	8.4%	8.4%	405,885	-5.3%	$117.4M
NVDANvidia Corporation Com	8.1%	7.8%	566,203	-2.4%	$113.3M
GOOGLAlphabet Inc	7.1%	6.7%	276,352	-8.1%	$98.8M
MSFTMicrosoft Corp	5.0%	5.7%	187,537	-6.9%	$70.0M
AMZNAmazon Com Inc Com	4.5%	4.4%	265,251	-4.1%	$63.2M
AMDAdvanced Micro Devices Inc	4.2%	1.7%	99,988	-9.8%	$58.1M
BRK-BBerkshire Hathaway Inc Del	4.1%	3.7%	115,203	+14.0%	$57.6M
VVisa Inc Com Cl A	3.3%	3.2%	134,690	-2.7%	$46.2M
JPMJpmorgan Chase & Co	3.3%	3.4%	140,251	-7.0%	$45.9M
GOOGAlphabet Inc	3.0%	2.6%	116,257	-1.4%	$41.1M
MRKMerck & Co. Inc	2.8%	2.9%	301,750	-2.5%	$38.8M
GSGoldman Sachs Group Inc	2.5%	2.4%	34,925	-5.9%	$35.3M
ABBVAbbvie Inc	2.5%	2.4%	136,981	-4.2%	$34.5M
TMOThermo Fisher Scientific Inc	2.0%	2.4%	56,178	-11.2%	$28.2M
CVXChevron Corp New	1.8%	2.6%	154,717	-5.2%	$25.6M
COSTCostco Whsl Corp New	1.7%	2.4%	25,287	-18.2%	$23.7M
SOLSSolstice Advanced Matls Inc	1.5%	1.4%	236,269	-0.6%	$20.9M
QQQInvesco Qqq Tr	1.5%	1.2%	27,550	-1.3%	$20.3M
MCKMckesson Corp Com	1.5%	2.0%	26,763	-11.7%	$20.2M
QCOMQualcomm Inc	1.4%	1.2%	108,987	-6.6%	$20.1M
SCHWSchwab Charles Corp	1.3%	1.5%	198,719	-2.7%	$18.3M
JNJJohnson & Johnson	1.3%	1.4%	71,949	-6.0%	$18.3M
HONHoneywell International Inc.	1.2%	—	75,237	—	$16.8M
DHRDanaher Corporation	1.2%	1.4%	87,975	-6.3%	$16.8M
HONAHoneywell Aerospace Inc.	1.2%	—	75,537	—	$16.7M
MRVLMarvell Technology Inc	1.1%	0.4%	51,038	-13.3%	$15.2M
PFEPfizer Inc	1.1%	1.3%	619,840	+2.5%	$14.9M
FTNTFortinet Inc	1.0%	0.6%	90,000	+0.0%	$13.8M
KKRKkr & Co Inc Cl A	0.8%	0.8%	126,512	+15.6%	$11.6M
FCXFreeport Mcmoran Inc Cl B	0.8%	0.9%	183,937	-2.1%	$11.6M
MSMorgan Stanley Com New	0.8%	0.7%	51,545	+0.4%	$10.8M
HDHome Depot Inc Com	0.8%	0.9%	30,017	-17.7%	$10.6M
SYKStryker Corporation	0.7%	0.8%	29,614	-4.7%	$9.3M
ADIAnalog Devices Inc	0.6%	0.6%	21,417	-16.2%	$8.5M
KMIKinder Morgan Inc Del Com	0.6%	0.7%	248,895	-2.4%	$8.0M
MAMastercard Inc.	0.6%	0.6%	15,260	-6.6%	$7.8M
BSXBoston Scientific Corp	0.6%	1.0%	182,496	-7.4%	$7.8M
ORCLOracle Corp	0.5%	0.6%	48,794	-13.6%	$7.2M
JTEKJ P Morgan Exchange Traded F	0.5%	—	59,745	—	$6.7M
TPGTpg Inc	0.5%	0.8%	155,643	-35.8%	$6.3M
DISDisney Walt Co	0.4%	0.6%	64,375	-20.1%	$6.2M
LLYLilly Eli & Co	0.4%	0.3%	4,448	-4.9%	$5.3M
MPLXMplx LP	0.4%	0.4%	94,400	+0.0%	$5.3M
SPYSpdr S&p 500 ETF Tr	0.4%	0.3%	6,755	-1.2%	$5.0M
BXBlackstone Inc Com	0.3%	0.3%	39,050	+26.7%	$4.6M
EPDEnterprise Prods Partners L	0.3%	0.3%	119,100	+0.0%	$4.4M
ETNEaton Corp PLC	0.3%	—	9,630	—	$4.1M
GPIXGoldman Sachs ETF Tr	0.3%	0.3%	73,054	-4.7%	$4.1M
PANWPalo Alto Networks Inc	0.3%	—	11,502	—	$3.9M
INTCIntel Corp	0.3%	—	25,696	—	$3.6M

What Private Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BX Blackstone Inc Com+26.7% shares
KKR Kkr & Co Inc Cl A+15.6% shares
BRK-B Berkshire Hathaway Inc Del+14.0% shares

Reduced

TPG Tpg Inc-35.8% shares
DIS Disney Walt Co-20.1% shares
COST Costco Whsl Corp New-18.2% shares
HD Home Depot Inc Com-17.7% shares
ADI Analog Devices Inc-16.2% shares
ORCL Oracle Corp-13.6% shares
MRVL Marvell Technology Inc-13.3% shares
MCK Mckesson Corp Com-11.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.7% /yr; S&P 500 +20.1%
3 years: +23.4% /yr; S&P 500 +20.4%
5 years: +13.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	178
Q1 2026	$1.3B	168
Q4 2025	$1.4B	169
Q3 2025	$1.4B	168
Q2 2025	$1.3B	163
Q1 2025	$1.2B	162
Q4 2024	$1.3B	171
Q3 2024	$1.3B	170
Q2 2024	$1.3B	164
Q1 2024	$1.3B	163
Q4 2023	$1.2B	170
Q3 2023	$1.0B	159

Questions about Private Wealth Partners, LLC's portfolio

What stocks does Private Wealth Partners, LLC own?

Private Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 178 positions worth $1.4B. The largest are Apple Inc (AAPL) at 8.4%, Nvidia Corporation Com (NVDA) at 8.1%, Alphabet Inc (GOOGL) at 7.1%, Microsoft Corp (MSFT) at 5.0% and Amazon Com Inc Com (AMZN) at 4.5%.

What did Private Wealth Partners, LLC buy last quarter?

In Q2 2026, Private Wealth Partners, LLC added Blackstone Inc Com (BX) (+26.7% shares), Kkr & Co Inc Cl A (KKR) (+15.6% shares) and Berkshire Hathaway Inc Del (BRK-B) (+14.0% shares), compared with its Q1 2026 filing.

What did Private Wealth Partners, LLC sell last quarter?

In Q2 2026, Private Wealth Partners, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Pepsico Inc (PEP), Tpg Inc (TPG) (-35.8% shares), Disney Walt Co (DIS) (-20.1% shares) and Costco Whsl Corp New (COST) (-18.2% shares), compared with its Q1 2026 filing.

How has Private Wealth Partners, LLC's portfolio performed?

A portfolio copying Private Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.7% against +20.1%. Over 5 years: +13.3% a year against +11.6%.

When is Private Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Private Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Private Wealth Partners, LLC manage?

Private Wealth Partners, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.