Private Wealth Partners, LLC
Top Portfolio Positions
134 positions ·
$1,228,527,880 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
428,458 | $108,738,355 | 8.85% | |
| NVDA |
Nvidia Corp
Technology
|
580,328 | $101,209,203 | 8.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
300,824 | $86,504,949 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
201,443 | $74,568,155 | 6.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
276,531 | $57,593,111 | 4.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
101,029 | $48,413,096 | 3.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
150,859 | $44,376,683 | 3.61% | |
| V |
Visa Inc.
Financial Services
|
138,366 | $41,819,739 | 3.40% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
309,338 | $37,210,268 | 3.03% | |
| CVX |
Chevron Corp
Energy
|
163,150 | $33,755,735 | 2.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SOLS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,104,679 | 237,719 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,827,247 | 305,213 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||