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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$258B
$4.33 Billion 0.53% of portfolio
23,629
Q4 2025 Added 0.63%
$18B
$4.09 Billion 0.5% of portfolio
33,242
Q4 2025 Added 0.02%
$49.1B
$3.92 Billion 0.48% of portfolio
41,819
Q4 2025 Added 978.64%
$156B
$3.89 Billion 0.47% of portfolio
31,727
Q4 2025 Added 0.87%
$328B
$3.91 Billion 0.47% of portfolio
12,690
Q4 2025 Added 0.32%
$143B
$3.87 Billion 0.47% of portfolio
104,911
Q4 2025 Reduced 0.56%
$68.9B
$3.72 Billion 0.45% of portfolio
12,893
Q4 2025 Added 2.28%
$235B
$3.64 Billion 0.44% of portfolio
34,545
Q4 2025 Added 1.95%
Brookfield Corp
-
$3.59 Billion 0.44% of portfolio
-
Q4 2025 Added 36.84%
$94.5B
$3.34 Billion 0.41% of portfolio
9,921
Q4 2025 Added 1.51%
$193B
$3.32 Billion 0.4% of portfolio
29,212
Q4 2025 Reduced 10.48%
$170B
$3.26 Billion 0.4% of portfolio
21,254
Q4 2025 Added 0.53%
$103B
$3.26 Billion 0.4% of portfolio
1,620
Q4 2025 Added 2.14%
$45.6B
$2.9 Billion 0.35% of portfolio
66,495
Q4 2025 Added 7.69%
$0
$2.89 Billion 0.35% of portfolio
17,204
Q4 2025 Added 2.53%
$111B
$2.69 Billion 0.33% of portfolio
7,617
Q4 2025 Reduced 0.65%
$237B
$2.55 Billion 0.31% of portfolio
9,620
Q4 2025 Added 8.22%
$277B
$2.56 Billion 0.31% of portfolio
27,838
Q4 2025 Reduced 0.78%
$115B
$2.59 Billion 0.31% of portfolio
5,528
Q4 2025 Added 1.25%
$141B
$2.44 Billion 0.3% of portfolio
98,065
Q4 2025 Reduced 7.88%
$92.7B
$2.35 Billion 0.29% of portfolio
7,591
Q4 2025 Reduced 0.09%
$283B
$2.33 Billion 0.28% of portfolio
16,871
Q4 2025 Reduced 2.07%
$62.3B
$2.27 Billion 0.28% of portfolio
19,653
Q4 2025 Added 0.31%
$342B
$2.28 Billion 0.28% of portfolio
12,812
Q4 2025 Added 3.8%
$26.3B
$2.24 Billion 0.27% of portfolio
12,287
Q4 2025 Added 3.55%
$169B
$2.21 Billion 0.27% of portfolio
14,413
Q4 2025 Added 405.72%
$204B
$2.23 Billion 0.27% of portfolio
15,563
Q4 2025 Added 0.46%
$160B
$2.22 Billion 0.27% of portfolio
9,689
Q4 2025 Added 0.02%
$405B
$2.17 Billion 0.26% of portfolio
2,024
Q4 2025 Added 3.69%
$1.65T
$2.09 Billion 0.25% of portfolio
6,683
Q4 2025 Reduced 0.37%
$104B
$2.06 Billion 0.25% of portfolio
35,686
Q3 2025 Added 108.2%
$14.8B
$1.95 Billion 0.24% of portfolio
12,441
Q4 2025 Added 1.33%
$228B
$1.99 Billion 0.24% of portfolio
15,854
Q4 2025 Added 0.54%
$96.7B
$1.95 Billion 0.24% of portfolio
40,705
Q4 2025 Added 3.78%
$99.5B
$2.01 Billion 0.24% of portfolio
37,305
Q4 2025 Reduced 3.11%
$16.2B
$1.98 Billion 0.24% of portfolio
57,053
Q3 2025 Reduced 2.67%
$0
$1.9 Billion 0.23% of portfolio
15,820
Q4 2025 Added 4.62%
$270B
$1.78 Billion 0.22% of portfolio
10,048
Q4 2025 Added 1.49%
$130B
$1.7 Billion 0.21% of portfolio
4,301
Q3 2025 Added 476.54%
$35.1B
$1.72 Billion 0.21% of portfolio
30,467
Q4 2025 Reduced 0.32%
$683M
$1.61 Billion 0.2% of portfolio
79,454
Q4 2025 Reduced 2.07%
$6.15B
$1.62 Billion 0.2% of portfolio
32,467
Q4 2025 Added 1.07%
$113B
$1.62 Billion 0.2% of portfolio
17,324
Q4 2025 Added 1.3%
$3.69B
$1.54 Billion 0.19% of portfolio
8,854
Q4 2025 Added 19.41%
$255B
$1.53 Billion 0.19% of portfolio
4,126
Q4 2025 Reduced 2.23%
$114B
$1.58 Billion 0.19% of portfolio
7,265
Q4 2025 Added 104.94%

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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