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Private Wealth Partners, LLC

All holdings · as of Mar 31, 2026

168 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$108.74M428,4588.4%
NVIDIA Corp—$101.21M580,3287.8%
Alphabet Inc.—$86.50M300,8246.7%
MICROSOFT CORP—$74.57M201,4435.7%
Amazon.com Inc—$57.59M276,5314.4%
Warren E. Buffett—$48.41M101,0293.7%
JPMORGAN CHASE & CO—$44.38M150,8593.4%
Visa Inc—$41.82M138,3663.2%
Merck & Co., Inc.—$37.21M309,3382.9%
Alphabet Inc.—$33.81M117,8782.6%
CHEVRON CORP—$33.76M163,1502.6%
THE GOLDMAN SACHS GROUP, INC.—$31.40M37,1152.4%
THERMO FISHER SCIENTIFIC INC.—$31.11M63,2852.4%
AbbVie Inc.—$31.08M142,9152.4%
HONEYWELL INTERNATIONAL INC—$30.90M136,6972.4%
COSTCO WHOLESALE CORP /NEW—$30.80M30,9122.4%
MCKESSON CORP—$26.22M30,2982.0%
ADVANCED MICRO DEVICES INC—$22.54M110,7911.7%
SCHWAB CHARLES CORP—$19.20M204,2481.5%
JOHNSON & JOHNSON—$18.71M76,5511.4%
Solstice Advanced Materials Inc.—$18.10M237,7191.4%
DANAHER CORP /DE—$17.79M93,8511.4%
PFIZER INC—$16.98M604,8781.3%
INVESCO QQQ TR—$16.12M27,9211.2%
QUALCOMM INC/DE—$15.03M116,7361.2%
BOSTON SCIENTIFIC CORP—$12.37M197,0861.0%
HOME DEPOT, INC.—$11.99M36,4550.9%
FREEPORT-MCMORAN INC—$11.04M187,8320.9%
STRYKER CORP—$10.21M31,0700.8%
KKR & Co. Inc.—$10.13M109,4650.8%
TPG Inc.—$9.83M242,6100.8%
KINDER MORGAN, INC.—$8.56M255,1450.7%
Morgan Stanley—$8.45M51,3360.7%
ORACLE CORP—$8.31M56,4700.6%
Mastercard Inc—$8.16M16,3300.6%
ANALOG DEVICES INC—$8.13M25,5520.6%
Walt Disney Co—$7.76M80,5400.6%
Fortinet Inc—$7.35M90,0000.6%
ADOBE INC.—$5.98M24,6200.5%
Marvell Technology, Inc.—$5.83M58,8670.4%
MPLX LPMPLXMLP$5.39M94,4000.4%
Zoetis Inc.—$5.01M42,3580.4%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$4.51M119,1000.3%
STATE STR SPDR S&P 500 ETF T—$4.45M6,8370.3%
ELI LILLY & Co—$4.30M4,6750.3%
SPDR GOLD TR—$4.09M9,5160.3%
PEPSICO INC—$3.89M25,0510.3%
LOWES COMPANIES INC—$3.87M16,3750.3%
GOLDMAN SACHS ETF TR—$3.84M76,6540.3%
Blackstone Inc—$3.54M30,8190.3%
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