Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $823 Billion
  • Q4 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $823 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.5B, Nvidia Corp with a value of $35B, Microsoft Corp with a value of $31B, Eli Lilly & CO with a value of $22.3B, and Vulcan Materials CO with a value of $22.2B.

Examining the 13F form we can see an increase of $33.6B in the current position value, from $789B to 823B.

Jamison Private Wealth Management, Inc. is based out at Milton, GA

Below you can find more details about Jamison Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $823 Billion
Technology: $195 Billion
Financial Services: $118 Billion
Industrials: $104 Billion
Healthcare: $98.3 Billion
Consumer Cyclical: $69.5 Billion
Consumer Defensive: $46.4 Billion
Basic Materials: $40.3 Billion
Communication Services: $36.3 Billion
Other: $100 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$36.5 Billion 4.43% of portfolio
134,251
Q4 2025 Reduced 0.12%
$465B
$35 Billion 4.25% of portfolio
187,651
Q4 2025 Reduced 1.4%
$3.78T
$31 Billion 3.77% of portfolio
64,081
Q4 2025 Reduced 0.17%
$971B
$22.3 Billion 2.7% of portfolio
20,705
Q4 2025 Reduced 0.92%
$37.3B
$22.2 Billion 2.7% of portfolio
77,795
Q4 2025 Reduced 0.98%
$68.7B
$19.7 Billion 2.39% of portfolio
198,599
Q4 2025 Added 1.48%
$291B
$19.3 Billion 2.35% of portfolio
33,770
Q4 2025 Reduced 0.52%
$522B
$18.2 Billion 2.21% of portfolio
87,726
Q4 2025 Added 0.21%
$881B
$18 Billion 2.18% of portfolio
55,756
Q4 2025 Added 0.21%
$139B
$16.8 Billion 2.04% of portfolio
48,522
Q4 2025 Reduced 0.23%
$1.74T
$16.2 Billion 1.97% of portfolio
51,539
Q4 2025 Added 0.36%
$197B
$15.8 Billion 1.92% of portfolio
61,555
Q4 2025 Added 0.3%
$98.1B
$15.1 Billion 1.83% of portfolio
97,672
Q4 2025 Added 1.02%
$2.39T
$14.9 Billion 1.81% of portfolio
64,445
Q4 2025 Added 1.69%
$413B
$14.7 Billion 1.78% of portfolio
266,791
Q4 2025 Reduced 0.07%
$85.9B
$14.6 Billion 1.78% of portfolio
66,512
Q4 2025 Reduced 0.19%
$167B
$13 Billion 1.58% of portfolio
129,839
Q4 2025 Added 0.25%
$533B
$12.7 Billion 1.54% of portfolio
36,081
Q4 2025 Reduced 0.41%
$367B
$12.3 Billion 1.5% of portfolio
35,869
Q4 2025 Added 1.88%
$265B
$11.6 Billion 1.41% of portfolio
13,245
Q4 2025 Added 1.66%
$98.6B
$11.4 Billion 1.38% of portfolio
130,418
Q4 2025 Added 0.83%
$224B
$10.8 Billion 1.32% of portfolio
35,438
Q4 2025 Added 2.79%
$1.29T
$10.5 Billion 1.27% of portfolio
23,266
Q4 2025 Added 1.99%
$662B
$10.2 Billion 1.23% of portfolio
20,216
Q4 2025 Added 1.8%
$101B
$10.1 Billion 1.23% of portfolio
70,279
Q4 2025 Added 1.15%
$187B
$10.1 Billion 1.23% of portfolio
59,126
Q4 2025 Added 1.0%
$388B
$9.9 Billion 1.2% of portfolio
46,219
Q4 2025 Added 0.49%
$1.37T
$9.7 Billion 1.18% of portfolio
14,691
Q4 2025 Added 0.87%
$306B
$9.55 Billion 1.16% of portfolio
136,624
Q4 2025 Added 1.44%
$123B
$9.23 Billion 1.12% of portfolio
19,073
Q4 2025 Added 1.22%
$183B
$9.04 Billion 1.1% of portfolio
27,632
Q4 2025 Added 1.2%
$404B
$8.97 Billion 1.09% of portfolio
10,401
Q4 2025 Added 1.28%
$303B
$8.75 Billion 1.06% of portfolio
57,378
Q4 2025 Added 3.29%
$279B
$8.14 Billion 0.99% of portfolio
73,036
Q4 2025 Added 0.58%
$104B
$7.93 Billion 0.96% of portfolio
30,840
Q4 2025 Added 2.18%
$346B
$7.33 Billion 0.89% of portfolio
51,133
Q4 2025 Added 1.61%
$59.5B
$7.23 Billion 0.88% of portfolio
146,983
Q4 2025 Reduced 0.41%
$69.4B
$7.01 Billion 0.85% of portfolio
80,008
Q4 2025 Added 0.57%
$490B
$6.59 Billion 0.8% of portfolio
54,793
Q4 2025 Added 2.1%
$61.4B
$6.33 Billion 0.77% of portfolio
34,383
Q4 2025 Added 2.19%
$96.4B
$6.12 Billion 0.74% of portfolio
52,252
Q4 2025 Added 1.58%
$65.7B
$5.73 Billion 0.7% of portfolio
19,831
Q4 2025 Reduced 0.7%
$40.4B
$5.71 Billion 0.69% of portfolio
50,886
Q4 2025 Added 3.15%
$59.8B
$5.54 Billion 0.67% of portfolio
29,911
Q4 2025 Added 2.92%
$53.8B
$5.3 Billion 0.64% of portfolio
25,781
Q4 2025 Added 1.53%
$45.5B
$5.05 Billion 0.61% of portfolio
32,619
Q4 2025 Added 1.21%
$138B
$4.9 Billion 0.59% of portfolio
81,095
Q4 2025 Reduced 0.16%
$319B
$4.62 Billion 0.56% of portfolio
60,014
Q4 2025 Added 0.05%
$103B
$4.52 Billion 0.55% of portfolio
35,465
Q4 2025 Reduced 1.19%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $823 Billion
  • Prior Value $789 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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