MassMutual Private Wealth & Trust, FSB Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$3.9T
Holdings
2,394
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,394 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corp | 1,043,006 | $194.5B | 5.01% | |
| 2 | AAPLApple Inc | 685,902 | $186.5B | 4.80% | |
| 3 | MSFTMicrosoft Corp | 372,154 | $180.0B | 4.63% | |
| 4 | VOVanguard Mid-Cap ETF | 521,244 | $151.3B | 3.89% | |
| 5 | AMZNAmazon.com Inc | 456,399 | $105.3B | 2.71% | |
| 6 | GOOGLAlphabet Inc | 323,301 | $101.2B | 2.60% | |
| 7 | VEAVanguard FTSE Developed Markets ETF | 1,564,564 | $97.7B | 2.52% | |
| 8 | JPMJPMorgan Chase & Co | 266,187 | $85.8B | 2.21% | |
| 9 | AVGOBroadcom INC | 217,183 | $75.2B | 1.93% | |
| 10 | GOOGAlphabet Inc | 232,756 | $73.0B | 1.88% | |
| 11 | METAMeta Platforms Inc | 99,877 | $65.9B | 1.70% | |
| 12 | EFAiShares MSCI EAFE ETF | 568,058 | $54.5B | 1.40% | |
| 13 | DFASDimensional US Small Cap ETF | 760,466 | $53.0B | 1.36% | |
| 14 | VVisa Inc | 149,512 | $52.4B | 1.35% | |
| 15 | IJHiShares Core S&P Mid-Cap ETF | 733,330 | $48.4B | 1.25% | |
| 16 | BRK/BBerkshire Hathaway Inc | 91,623 | $46.1B | 1.19% | |
| 17 | CVXChevron Corp | 291,326 | $44.4B | 1.14% | |
| 18 | RTXRTX Corp | 237,193 | $43.5B | 1.12% | |
| 19 | WMTWalmart Inc | 377,135 | $42.0B | 1.08% | |
| 20 | CSCOCisco Systems Inc | 541,798 | $41.7B | 1.07% | |
| 21 | JNJJohnson & Johnson | 195,867 | $40.5B | 1.04% | |
| 22 | HDHome Depot Inc/The | 117,362 | $40.4B | 1.04% | |
| 23 | ABBVAbbVie INC | 171,575 | $39.2B | 1.01% | |
| 24 | MCDMcDonald's CORP | 127,293 | $38.9B | 1.00% | |
| 25 | PGProcter & Gamble CO/THE | 258,273 | $37.0B | 0.95% | |
| 26 | BACBank of America Corp | 664,000 | $36.5B | 0.94% | |
| 27 | VGTVanguard Information Technology ETF | 47,361 | $35.7B | 0.92% | |
| 28 | MDYSPDR S&P MidCap 400 ETF Trust | 58,149 | $35.1B | 0.90% | |
| 29 | A4SAmeriprise Financial Inc | 69,169 | $33.9B | 0.87% | |
| 30 | IJRiShares Core S&P Small-Cap ETF | 277,158 | $33.3B | 0.86% | |
| 31 | AQLTiShares Core MSCI EAFE ETF | 369,308 | $33.0B | 0.85% | |
| 32 | CATCaterpillar Inc | 54,331 | $31.1B | 0.80% | |
| 33 | TMOThermo Fisher Scientific Inc | 53,574 | $31.0B | 0.80% | |
| 34 | CBChubb Ltd | 98,708 | $30.8B | 0.79% | |
| 35 | BKNGBooking Holdings Inc | 5,669 | $30.4B | 0.78% | |
| 36 | VGSHVanguard Short-Term Treasury ETF | 505,116 | $29.7B | 0.76% | |
| 37 | LLYEli Lilly & Co | 25,934 | $27.9B | 0.72% | |
| 38 | VNQVanguard Real Estate ETF | 305,842 | $27.1B | 0.70% | |
| 39 | ORLYO'Reilly Automotive Inc | 291,081 | $26.5B | 0.68% | |
| 40 | SPYSPDR S&P 500 ETF Trust | 37,132 | $25.3B | 0.65% | |
| 41 | ECLEcolab Inc | 95,550 | $25.1B | 0.65% | |
| 42 | NEENextEra Energy Inc | 306,041 | $24.6B | 0.63% | |
| 43 | SYKStryker CORP | 68,553 | $24.1B | 0.62% | |
| 44 | XOMExxon Mobil Corp | 188,388 | $22.7B | 0.58% | |
| 45 | LECOLincoln Electric Holdings Inc | 89,461 | $21.4B | 0.55% | |
| 46 | SCHOSchwab Short-Term U.S. Treasury ETF | 848,705 | $20.7B | 0.53% | |
| 47 | AVEMAvantis Emerging Markets Equity ETF | 258,307 | $19.9B | 0.51% | |
| 48 | LHXL3Harris Technologies Inc | 67,363 | $19.8B | 0.51% | |
| 49 | IEMGiShares Core MSCI Emerging Markets ETF | 291,128 | $19.6B | 0.50% | |
| 50 | PEPPepsiCo Inc | 133,759 | $19.2B | 0.49% | |
| 51 | BLKBlackRock Inc | 17,729 | $19.0B | 0.49% | |
| 52 | TSLATesla Inc | 41,710 | $18.8B | 0.48% | |
| 53 | BACVerizon Communications Inc | 455,588 | $18.6B | 0.48% | |
| 54 | VCSHVanguard Short-Term Corporate Bond ETF | 228,878 | $18.2B | 0.47% | |
| 55 | SCHRSchwab Intermediate-Term U.S. Treasury ETF | 722,546 | $18.1B | 0.47% | |
| 56 | ADBEAdobe Inc | 50,467 | $17.7B | 0.45% | |
| 57 | GDXVanEck Gold Miners ETF/USA | 204,827 | $17.6B | 0.45% | |
| 58 | HONHoneywell International Inc | 88,662 | $17.3B | 0.45% | |
| 59 | IVViShares Core S&P 500 ETF | 25,093 | $17.2B | 0.44% | |
| 60 | MRKMerck & Co Inc | 160,306 | $16.9B | 0.43% | |
| 61 | VWOVanguard FTSE Emerging Markets ETF | 305,332 | $16.4B | 0.42% | |
| 62 | RMEResMed Inc | 67,567 | $16.3B | 0.42% | |
| 63 | ETNEaton Corp PLC | 49,421 | $15.7B | 0.41% | |
| 64 | AOSA O Smith Corp | 226,241 | $15.1B | 0.39% | |
| 65 | VFHVanguard Financials ETF | 112,932 | $15.1B | 0.39% | |
| 66 | NOWServiceNow Inc | 96,272 | $14.7B | 0.38% | |
| 67 | ROPRoper Technologies Inc | 32,740 | $14.6B | 0.38% | |
| 68 | VOOVanguard S&P 500 ETF | 22,921 | $14.4B | 0.37% | |
| 69 | XYLXylem Inc/NY | 105,406 | $14.4B | 0.37% | |
| 70 | GSGoldman Sachs Group Inc/The | 16,309 | $14.3B | 0.37% | |
| 71 | DWDMorgan Stanley | 79,887 | $14.2B | 0.36% | |
| 72 | VGITVanguard Intermediate-Term Treasury ETF | 235,331 | $14.1B | 0.36% | |
| 73 | COSTCostco Wholesale Corp | 15,047 | $13.0B | 0.33% | |
| 74 | UNPUnion Pacific Corp | 56,004 | $13.0B | 0.33% | |
| 75 | VRTXVertex Pharmaceuticals Inc | 27,914 | $12.7B | 0.33% | |
| 76 | PANWPalo Alto Networks Inc | 66,395 | $12.2B | 0.31% | |
| 77 | VHTVanguard Health Care ETF | 41,063 | $11.8B | 0.30% | |
| 78 | VCRVanguard Consumer Discretionary ETF | 29,543 | $11.6B | 0.30% | |
| 79 | VCITVanguard Intermediate-Term Corporate Bond ETF | 135,664 | $11.4B | 0.29% | |
| 80 | MDTMedtronic PLC | 116,117 | $11.2B | 0.29% | |
| 81 | MMITNYLI MacKay Muni Intermediate ETF | 455,243 | $11.1B | 0.29% | |
| 82 | DHRDanaher Corp | 47,911 | $11.0B | 0.28% | |
| 83 | NOCNorthrop Grumman Corp | 18,931 | $10.8B | 0.28% | |
| 84 | ACNAccenture PLC | 39,428 | $10.6B | 0.27% | |
| 85 | VOXVanguard Communication Services ETF | 53,985 | $10.5B | 0.27% | |
| 86 | WMWaste Management Inc | 47,569 | $10.5B | 0.27% | |
| 87 | LMTLockheed Martin Corp | 21,381 | $10.3B | 0.27% | |
| 88 | QCOMQualcomm INC | 59,070 | $10.1B | 0.26% | |
| 89 | CSLCarlisle Cos Inc | 31,149 | $10.0B | 0.26% | |
| 90 | VISVanguard Industrials ETF | 33,231 | $9.9B | 0.26% | |
| 91 | CRMSalesforce Inc | 36,833 | $9.8B | 0.25% | |
| 92 | GDGeneral Dynamics Corp | 28,697 | $9.7B | 0.25% | |
| 93 | VOEVanguard Mid-Cap Value ETF | 54,342 | $9.6B | 0.25% | |
| 94 | VBKVanguard Small-Cap Growth ETF | 31,759 | $9.6B | 0.25% | |
| 95 | VMBSVanguard Mortgage-Backed Securities ETF | 200,199 | $9.4B | 0.24% | |
| 96 | BBUSJPMorgan BetaBuilders US Equity ETF | 74,563 | $9.2B | 0.24% | |
| 97 | TELTE Connectivity PLC | 38,831 | $8.8B | 0.23% | |
| 98 | SPGIS&P Global Inc | 16,715 | $8.7B | 0.22% | |
| 99 | ETREntergy Corp | 94,403 | $8.7B | 0.22% | |
| 100 | REGNRegeneron Pharmaceuticals Inc | 11,103 | $8.6B | 0.22% |
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