Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MassMutual Private Wealth & Trust, FSB 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MassMutual Private Wealth & Trust, FSB (CIK 1103653) reported $3.67B across 2,362 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($171.9M, 4.68%), AAPL ($170.3M, 4.64%), VO ($147.7M, 4.02%), MSFT ($136.6M, 3.72%), VEA ($99.6M, 2.71%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA Corp$171.9M4.68%985,383Trimmed
2AAPLApple Inc$170.3M4.64%670,956Trimmed
3VOVanguard Mid-Cap ETF$147.7M4.02%514,389Trimmed
4MSFTMicrosoft Corp$136.6M3.72%369,142Trimmed
5VEAVanguard FTSE Developed Markets ETF$99.6M2.71%1.6MTrimmed
6AMZNAmazon.com Inc$93.1M2.53%446,944Trimmed
7GOOGLAlphabet Inc$87.6M2.38%304,462Trimmed
8JPMJPMorgan Chase & Co$75.9M2.07%257,880Trimmed
9AVGOBroadcom INC$66.7M1.82%215,403Trimmed
10GOOGAlphabet Inc$63.4M1.73%220,848Trimmed
11EFAiShares MSCI EAFE ETF$59.0M1.61%607,222Added
12CVXChevron Corp$59.1M1.61%285,553Trimmed
13METAMeta Platforms Inc$56.9M1.55%99,367Trimmed
14DFASDimensional US Small Cap ETF$52.3M1.42%735,416Trimmed
15IJHiShares Core S&P Mid-Cap ETF$47.9M1.30%708,900Trimmed
16JNJJohnson & Johnson$45.3M1.23%185,261Trimmed
17VVisa Inc$44.8M1.22%148,228Trimmed
18WMTWalmart Inc$44.2M1.20%355,353Trimmed
19BRK/BBerkshire Hathaway Inc$43.3M1.18%90,398Trimmed
20RTXRTX Corp$42.1M1.15%218,442Trimmed
21CSCOCisco Systems Inc$41.1M1.12%529,459Trimmed
22MCDMcDonald's CORP$39.0M1.06%125,419Trimmed
23HDHome Depot Inc/The$38.9M1.06%118,264Added
24PGProcter & Gamble CO/THE$38.0M1.04%263,159Added
25ABBVAbbVie INC$36.6M1.00%168,181Trimmed

Source: SEC Form 13F filings · as of 2026-03-31