Q3 2026 13F · SEC CIK 1335851

Private Wealth Partners, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 176
Top holdings a year, 3 yrs: +23.4%
Assets under management: $1.9B

Private Wealth Partners, LLC is a wealth manager that reported 176 positions worth $1.5B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Apple Inc (AAPL, 9.2%), Nvidia Corporation (NVDA, 8.7%), Microsoft Corp (MSFT, 6.6%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 20.4% for the S&P 500.

Private Wealth Partners, LLC holdings largest 50 of 176 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Private Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	9.2%	8.4%	405,830	-0.0%	$135.1M
NVDANvidia Corporation	8.7%	8.1%	559,345	-1.2%	$127.7M
MSFTMicrosoft Corp	6.6%	5.0%	188,429	+0.5%	$96.6M
GOOGLAlphabet Inc	6.4%	7.1%	273,959	-0.9%	$94.3M
AMZNAmazon Com Inc	4.5%	4.5%	266,875	+0.6%	$66.5M
AMDAdvanced Micro Devices Inc	4.2%	4.2%	99,596	-0.4%	$60.9M
BRK-BBerkshire Hathaway Inc Del	4.0%	4.1%	118,649	+3.0%	$59.1M
VVisa Inc	3.3%	3.3%	134,387	-0.2%	$48.3M
JPMJpmorgan Chase & Co	3.2%	3.3%	139,317	-0.7%	$46.1M
MRKMerck & Co Inc	3.0%	2.8%	300,590	-0.4%	$43.7M
GOOGAlphabet Inc	2.7%	3.0%	114,458	-1.5%	$39.0M
TMOThermo Fisher Scientific Inc	2.7%	2.0%	57,493	+2.3%	$38.8M
ABBVAbbvie Inc	2.4%	2.5%	136,374	-0.4%	$35.7M
CVXChevron Corporation	2.2%	1.8%	154,454	-0.2%	$31.5M
GSGoldman Sachs Group Inc	2.1%	2.5%	34,722	-0.6%	$31.3M
COSTCostco Wholesale Corporation	1.6%	1.7%	25,185	-0.4%	$22.9M
MCKMckesson Corp	1.6%	1.5%	26,726	-0.1%	$22.8M
QQQInvesco Qqq Tr	1.3%	1.5%	26,163	-5.0%	$19.4M
SCHWCharles Schwab Corp (the)	1.3%	1.3%	197,804	-0.5%	$19.3M
JNJJohnson & Johnson	1.3%	1.3%	71,757	-0.3%	$19.0M
DHRDanaher Corp Del	1.3%	1.2%	83,559	-5.0%	$18.5M
PFEPfizer Inc	1.3%	1.1%	645,070	+4.1%	$18.4M
QCOMQualcomm Inc	1.2%	1.4%	98,469	-9.7%	$18.1M
HONHoneywell Intl Inc	1.2%	1.2%	82,187	+9.2%	$17.3M
FTNTFortinet Inc	1.1%	1.0%	90,000	+0.0%	$16.1M
HONAHoneywell Aerospace Inc	1.0%	1.2%	98,845	+30.9%	$15.3M
MRVLMarvell Technology Inc	0.9%	1.1%	50,788	-0.5%	$13.4M
SOLSSolstice Advanced Matls Inc	0.9%	1.5%	233,660	-1.1%	$13.2M
FCXFreeport Mcmoran Inc	0.9%	0.8%	182,897	-0.6%	$12.8M
KKRKkr & Co Inc	0.8%	0.8%	127,971	+1.2%	$11.7M
MSMorgan Stanley	0.7%	0.8%	51,384	-0.3%	$9.7M
MAMastercard Incorporated	0.6%	0.6%	15,103	-1.0%	$8.3M
ADIAnalog Devices Inc	0.6%	0.6%	20,984	-2.0%	$8.3M
SYKStryker Corporation	0.6%	0.7%	29,890	+0.9%	$8.2M
HDHome Depot Inc	0.6%	0.8%	28,588	-4.8%	$8.1M
BSXBoston Scientific Corp	0.5%	0.6%	181,117	-0.8%	$7.9M
KMIKinder Morgan Inc Del	0.5%	0.6%	247,395	-0.6%	$7.5M
TPGTpg Inc	0.5%	0.5%	159,532	+2.5%	$7.0M
LLYEli Lilly & Co	0.4%	0.4%	4,766	+7.1%	$5.5M
DISDisney Walt Co	0.4%	0.4%	51,099	-20.6%	$5.4M
MPLXMplx LP	0.4%	0.4%	94,400	+0.0%	$5.3M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	6,872	+1.7%	$5.2M
JTEKJpmorgan U.s. Tech Leaders ETF	0.4%	0.5%	49,170	-17.7%	$5.2M
PANWPalo Alto Networks Inc	0.3%	0.3%	11,547	+0.4%	$4.6M
BXBlackstone Inc	0.3%	0.3%	39,033	-0.0%	$4.4M
EPDEnterprise Prods Partners L	0.3%	0.3%	120,100	+0.8%	$4.3M
ORCLOracle Corp	0.3%	0.5%	30,807	-36.9%	$4.2M
ETNEaton Corp PLC	0.3%	0.3%	9,665	+0.4%	$4.2M
GPIXGoldman Sachs ETF Tr	0.3%	0.3%	72,439	-0.8%	$4.0M
GLDSpdr Gold Tr	0.2%	—	9,518	—	$3.6M

What Private Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.7% /yr; S&P 500 +20.1%
3 years: +23.4% /yr; S&P 500 +20.4%
5 years: +13.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.5B	176
Q2 2026	$1.4B	178
Q1 2026	$1.3B	168
Q4 2025	$1.4B	169
Q3 2025	$1.4B	168
Q2 2025	$1.3B	163
Q1 2025	$1.2B	162
Q4 2024	$1.3B	171
Q3 2024	$1.3B	170
Q2 2024	$1.3B	164
Q1 2024	$1.3B	163
Q4 2023	$1.2B	170

Questions about Private Wealth Partners, LLC's portfolio

What stocks does Private Wealth Partners, LLC own?

Private Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 176 positions worth $1.5B. The largest are Apple Inc (AAPL) at 9.2%, Nvidia Corporation (NVDA) at 8.7%, Microsoft Corp (MSFT) at 6.6%, Alphabet Inc (GOOGL) at 6.4% and Amazon Com Inc (AMZN) at 4.5%.

What did Private Wealth Partners, LLC buy last quarter?

In Q3 2026, Private Wealth Partners, LLC added Honeywell Aerospace Inc (HONA) (+30.9% shares), Honeywell Intl Inc (HON) (+9.2% shares) and Eli Lilly & Co (LLY) (+7.1% shares), compared with its Q2 2026 filing.

What did Private Wealth Partners, LLC sell last quarter?

In Q3 2026, Private Wealth Partners, LLC cut from its top 50 Intel Corp (INTC), Oracle Corp (ORCL) (-36.9% shares), Disney Walt Co (DIS) (-20.6% shares) and Jpmorgan U.s. Tech Leaders ETF (JTEK) (-17.7% shares), compared with its Q2 2026 filing.

How has Private Wealth Partners, LLC's portfolio performed?

A portfolio copying Private Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.7% against +20.1%. Over 5 years: +13.3% a year against +11.6%.

When is Private Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Private Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Private Wealth Partners, LLC manage?

Private Wealth Partners, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.