Institutions / Private Wealth Partners, LLC
Private Wealth Partners, LLC
CIK 1335851 · Institution · as of Mar 31, 2026
Portfolio value
$1.30B
Positions
168
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.30B-8.0%Positions
168-0.6%Top holdings
Mar 31, 2026View all 168 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $108.74M | 8.4% |
| NVIDIA Corp | $101.21M | 7.8% |
| Alphabet Inc. | $86.50M | 6.7% |
| Microsoft Corp | $74.57M | 5.7% |
| Amazon.com Inc | $57.59M | 4.4% |
| Warren E. Buffett | $48.41M | 3.7% |
| JPMorgan Chase & Co | $44.38M | 3.4% |
| Visa Inc | $41.82M | 3.2% |
| Merck & Co., Inc. | $37.21M | 2.9% |
| Alphabet Inc. | $33.81M | 2.6% |
| Chevron Corp | $33.76M | 2.6% |
| The Goldman Sachs Group, Inc. | $31.40M | 2.4% |
| Thermo Fisher Scientific Inc. | $31.11M | 2.4% |
| AbbVie Inc. | $31.08M | 2.4% |
| Honeywell International Inc | $30.90M | 2.4% |
| Costco Wholesale Corp /New | $30.80M | 2.4% |
| McKesson Corp | $26.22M | 2.0% |
| Advanced Micro Devices Inc | $22.54M | 1.7% |
| Schwab Charles Corp | $19.20M | 1.5% |
| Johnson & Johnson | $18.71M | 1.4% |
| Solstice Advanced Materials Inc. | $18.10M | 1.4% |
| Danaher Corp /De | $17.79M | 1.4% |
| Pfizer Inc | $16.98M | 1.3% |
| Invesco Qqq Tr | $16.12M | 1.2% |
| Qualcomm INC/DE | $15.03M | 1.2% |
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 | NVIDIA Corp Common stock | $-24.16M | -139K -19.27% | 580,328 7.80% of portfolio | medium |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $9.19M | +98K +91.93% | 204,248 1.48% of portfolio | medium |
| Q1 2026 as of | Add | Oracle Corp Common stock | $5.56M | +38K +202.42% | 56,470 0.64% of portfolio | medium |
| Q1 2026 as of | Trim | Adobe Inc. Common stock | $-5.29M | -22K -46.92% | 24,620 0.46% of portfolio | medium |
| Q1 2026 as of | Trim | Solstice Advanced Materials Inc. Common stock | $-5.14M | -67K -22.11% | 237,719 1.39% of portfolio | medium |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-2.81M | -5K -54.07% | 4,167 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.35M | -8K -2.64% | 300,824 6.66% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-2.33M | -4K -12.62% | 27,921 1.24% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-2.03M | -8K -1.83% | 428,458 8.38% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $1.83M | +4K +3.93% | 101,029 3.73% of portfolio | low |