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 (2026-06-30)

MassMutual Private Wealth & Trust, FSB (CIK 1103653) reported $3.87B across 2,405 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($186.0M, 4.81%), NVDA ($184.1M, 4.76%), VO ($144.3M, 3.73%), MSFT ($135.7M, 3.51%), VEA ($108.6M, 2.81%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLApple Inc$186.0M4.81%642,937Trimmed
2NVDANVIDIA Corp$184.1M4.76%920,098Trimmed
3VOVanguard Mid-Cap ETF$144.3M3.73%1.8MAdded
4MSFTMicrosoft Corp$135.7M3.51%363,800Trimmed
5VEAVanguard FTSE Developed Markets ETF$108.6M2.81%1.5MTrimmed
6AMZNAmazon.com Inc$102.7M2.65%430,794Trimmed
7GOOGLAlphabet Inc$99.8M2.58%279,354Trimmed
8JPMJPMorgan Chase & Co$86.3M2.23%263,591Added
9AVGOBroadcom INC$80.6M2.08%213,408Trimmed
10GOOGAlphabet Inc$75.4M1.95%213,484Trimmed
11CSCOCisco Systems Inc$60.0M1.55%510,618Trimmed
12EFAiShares MSCI EAFE ETF$59.7M1.54%574,755Trimmed
13DFASDimensional US Small Cap ETF$59.2M1.53%719,308Trimmed
14METAMeta Platforms Inc$56.9M1.47%101,098Added
15IJHiShares Core S&P Mid-Cap ETF$50.8M1.31%659,401Trimmed
16VVisa Inc$50.0M1.29%145,648Trimmed
17BRK/BBerkshire Hathaway Inc$48.1M1.24%96,116Added
18CVXChevron Corp$45.7M1.18%275,637Trimmed
19JNJJohnson & Johnson$45.3M1.17%178,349Trimmed
20CATCaterpillar Inc$45.3M1.17%42,523Trimmed
21VGTVanguard Information Technology ETF$42.0M1.09%351,436Added
22ABBVAbbVie INC$41.4M1.07%164,347Trimmed
23SCHOSchwab Short-Term U.S. Treasury ETF$41.0M1.06%1.7MAdded
24HDHome Depot Inc/The$41.2M1.06%116,796Trimmed
25RTXRTX Corp$39.4M1.02%207,927Trimmed

Source: SEC Form 13F filings · as of 2026-06-30