Institutions / MassMutual Private Wealth & Trust, FSB
MassMutual Private Wealth & Trust, FSB
CIK 1103653 · Institution · as of Mar 31, 2026
Portfolio value
$3.67B
Positions
2,429
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.67B-5.5%Positions
2,429+1.5%Top holdings
Mar 31, 2026View all 2,429 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $171.85M | 4.7% |
| Apple Inc. | $170.28M | 4.6% |
| Vanguard Mid-Cap ETF | $147.72M | 4.0% |
| Microsoft Corp | $136.65M | 3.7% |
| Vanguard FTSE Developed Markets ETF | $99.62M | 2.7% |
| Amazon.com Inc | $93.09M | 2.5% |
| Alphabet Inc. | $87.55M | 2.4% |
| JPMORGAN CHASE & CO | $75.86M | 2.1% |
| Broadcom Inc. | $66.67M | 1.8% |
| Alphabet Inc. | $63.35M | 1.7% |
| Chevron Corp | $59.08M | 1.6% |
| iShares MSCI EAFE ETF | $58.98M | 1.6% |
| Meta Platforms Inc | $56.85M | 1.5% |
| Dimensional US Small Cap ETF | $52.31M | 1.4% |
| iShares Core S&P Mid-Cap ETF | $47.87M | 1.3% |
| Johnson & Johnson | $45.29M | 1.2% |
| Visa Inc | $44.80M | 1.2% |
| Walmart Inc. | $44.16M | 1.2% |
| Warren E. Buffett | $43.32M | 1.2% |
| RTX Corp | $42.14M | 1.1% |
| Cisco Systems, Inc. | $41.08M | 1.1% |
| Mcdonald'S Corp | $38.98M | 1.1% |
| Home Depot, Inc. | $38.90M | 1.1% |
| PROCTER & GAMBLE Co | $38.01M | 1.0% |
| AbbVie Inc. | $36.58M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 78462F103 | $-15.25M | -23K -63.14% | 13,687 0.24% of portfolio | medium |
| Q1 2026 as of | Trim | NVIDIA Corp | $-10.05M | -58K -5.52% | 985,383 4.68% of portfolio | medium |
| Q1 2026 as of | Trim | 922908553 | $-9.25M | -104K -34.08% | 201,596 0.49% of portfolio | medium |
| Q1 2026 as of | Trim | 922908363 | $-8.86M | -15K -64.68% | 8,096 0.13% of portfolio | medium |
| Q1 2026 as of | Trim | Adobe Inc. | $-7.82M | -32K -63.77% | 18,285 0.12% of portfolio | medium |
| Q1 2026 as of | Add | 808524862 | $7.19M | +296K +34.92% | 1,145,070 0.76% of portfolio | medium |
| Q1 2026 as of | Trim | 808524854 | $-6.71M | -269K -37.29% | 453,084 0.31% of portfolio | medium |
| Q1 2026 as of | Trim | General Dynamics Corp | $-6.47M | -19K -65.73% | 9,834 0.09% of portfolio | medium |
| Q1 2026 as of | Trim | 921946406 | $-5.81M | -39K -96.48% | 1,433 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-5.42M | -19K -5.83% | 304,462 2.38% of portfolio | medium |