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 TPG
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,828,131 | 242,610 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,229,936 | 222,900 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,542,406 | 113,880 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,173,487 | 60,505 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $711,450 | 15,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $904,896 | 14,400 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $823,108 | 14,300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $356,470 | 8,600 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||