Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Private Wealth Partners, LLC (CIK 1335851) reported $1.30B across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($108.7M, 8.38%), NVDA ($101.2M, 7.80%), GOOGL ($86.5M, 6.66%), MSFT ($74.6M, 5.74%), AMZN ($57.6M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $108.7M | 8.38% | 428,458 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $101.2M | 7.80% | 580,328 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $86.5M | 6.66% | 300,824 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $74.6M | 5.74% | 201,443 | Added |
| 5 | AMZN | AMAZON COM INC | $57.6M | 4.44% | 276,531 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.4M | 3.73% | 101,029 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $44.4M | 3.42% | 150,859 | Trimmed |
| 8 | V | VISA INC | $41.8M | 3.22% | 138,366 | Trimmed |
| 9 | MRK | MERCK & CO INC | $37.2M | 2.87% | 309,338 | Trimmed |
| 10 | GOOG | ALPHABET INC | $33.8M | 2.60% | 117,878 | Trimmed |
| 11 | CVX | CHEVRON CORPORATION | $33.8M | 2.60% | 163,150 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $31.4M | 2.42% | 37,115 | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $31.1M | 2.40% | 63,285 | Trimmed |
| 14 | ABBV | ABBVIE INC | $31.1M | 2.39% | 142,915 | Added |
| 15 | HON | HONEYWELL INTL INC | $30.9M | 2.38% | 136,697 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $30.8M | 2.37% | 30,912 | Trimmed |
| 17 | MCK | MCKESSON CORP | $26.2M | 2.02% | 30,298 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $22.5M | 1.74% | 110,791 | Trimmed |
| 19 | SCHW | SCHWAB CHARLES CORP | $19.2M | 1.48% | 204,248 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $18.7M | 1.44% | 76,551 | Trimmed |
| 21 | SOLSTICE ADVANCED MATLS INC | $18.1M | 1.39% | 237,719 | Trimmed | |
| 22 | DHR | DANAHER CORP DEL | $17.8M | 1.37% | 93,851 | Trimmed |
| 23 | PFE | PFIZER INC | $17.0M | 1.31% | 604,878 | Added |
| 24 | QQQ | INVESCO QQQ TR | $16.1M | 1.24% | 27,921 | Trimmed |
| 25 | QCOM | QUALCOMM INC | $15.0M | 1.16% | 116,736 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31