Private Wealth Partners, LLC Q3 2026 Filing
Filed October 22, 2026
Portfolio Value
$157.1B
Holdings
176
Report Date
Q3 2026
Filing Type
13F-HR
All Holdings (176 positions)
| Stock | Value |
|---|---|
CRMSALESFORCE INC | $3.2M |
PGPROCTER & GAMBLE CO | $3.2M |
PEPPEPSICO INC | $2.8M |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $2.7M |
METAMETA PLATFORMS INC | $2.7M |
ADBEADOBE INC | $2.6M |
BAC 7.25 PERP LBANK OF AMER CORP | $2.4M |
TSLATESLA INC | $2.4M |
WMTWALMART INC | $2.1M |
VTIVANGUARD INDEX FDS | $2.1M |
—SPACE EXPLORATION TECHN CORP | $2.1M |
MCDMCDONALDS CORP | $2.1M |
LOWLOWES COS INC | $2.1M |
SPGIS&P GLOBAL INC | $1.9M |
4I1PHILIP MORRIS INTL INC | $1.8M |
AXPAMERICAN EXPRESS CO | $1.7M |
DUKDUKE ENERGY CORP NEW | $1.6M |
ACNACCENTURE PLC IRELAND | $1.5M |
MARMARRIOTT INTL INC NEW | $1.4M |
VOOVANGUARD INDEX FDS | $1.3M |
VGTVANGUARD WORLD FD | $1.3M |
NLRVANECK ETF TRUST | $1.2M |
—EXXONMOBIL HOLDINGS CORP | $1.2M |
IUSGISHARES TR | $1.2M |
LRCXLAM RESEARCH CORP | $1.1M |
MUMICRON TECHNOLOGY INC | $1.1M |
XLKSELECT SECTOR SPDR TR | $1.1M |
ANETARISTA NETWORKS INC | $1.1M |
COPCONOCOPHILLIPS | $1.1M |
VRTXVERTEX PHARMACEUTICALS INC | $979K |
NXPINXP SEMICONDUCTORS N V | $922K |
GILDGILEAD SCIENCES INC | $897K |
CATCATERPILLAR INC | $825K |
ASMLASML HLDG NV | $817K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $747K |
MMM3M CO | $730K |
NTRSNORTHERN TR CORP | $690K |
ISRGINTUITIVE SURGICAL INC | $645K |
GSLCGOLDMAN SACHS ETF TR | $621K |
STTSTATE STR CORP | $588K |
DASHDOORDASH INC | $560K |
IWDISHARES TR | $528K |
AWCAMERICAN WTR WKS CO INC NEW | $500K |
KLACKLA CORP | $487K |
DELLDELL TECHNOLOGIES INC | $447K |
IYY*ISHARES TR | $408K |
EOGEOG RES INC | $406K |
XLVSELECT SECTOR SPDR TR | $360K |
ADPAUTOMATIC DATA PROCESSING IN | $344K |
IM8NINSMED INC | $342K |
IBMINTERNATIONAL BUSINESS MACHS | $332K |
TTTRANE TECHNOLOGIES PLC | $325K |
HLTHILTON WORLDWIDE HLDGS INC | $318K |
AEMAGNICO EAGLE MINES LTD | $315K |
NTRANATERA INC | $310K |
KEYSKEYSIGHT TECHNOLOGIES INC | $306K |
XLYSELECT SECTOR SPDR TR | $284K |
BABOEING CO | $280K |
CEGCONSTELLATION ENERGY CORP | $279K |
REGNREGENERON PHARMACEUTICALS | $273K |
EXPDEXPEDITORS INTL WASH INC | $268K |
AMGNAMGEN INC | $263K |
EFAISHARES TR | $260K |
NOWSERVICENOW INC | $251K |
BABAALIBABA GROUP HLDG LTD | $251K |
CIENCIENA CORP | $237K |
VFMOVANGUARD WELLINGTON FD | $229K |
AFWALIGN TECHNOLOGY INC | $227K |
PLTRPALANTIR TECHNOLOGIES INC | $225K |
VYMVANGUARD WHITEHALL FDS | $221K |
IVWISHARES TR | $218K |
IYWISHARES TR | $215K |
AQLTISHARES TR | $213K |
VIGVANGUARD SPECIALIZED FUNDS | $211K |
SKYYFIRST TR EXCHANGE-TRADED FD | $205K |
VOXVANGUARD WORLD FD | $202K |
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