Private Wealth Partners, LLC Portfolio Holdings

Private Wealth Partners, LLC

  • $1.39 Billion
  • Q3 2025

Private Wealth Partners, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.39 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $154M, Apple Inc. with a value of $119M, Microsoft Corp with a value of $106M, Alphabet Inc. with a value of $78.8M, and Amazon Com Inc with a value of $63.4M.

Examining the 13F form we can see an increase of $104M in the current position value, from $1.28B to 1.39B.

Below you can find more details about Private Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.39 Billion
Technology: $479 Million
Financial Services: $253 Million
Healthcare: $220 Million
Communication Services: $128 Million
Consumer Cyclical: $99.6 Million
ETFs: $63.1 Million
Energy: $51.7 Million
Consumer Defensive: $46.3 Million
Other: $45.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$154 Million 11.09% of portfolio
825,031
Q3 2025 Reduced 0.7%
$4.3T
$119 Million 8.55% of portfolio
466,145
Q3 2025 Reduced 2.18%
$3.78T
$106 Million 7.66% of portfolio
205,099
Q3 2025 Reduced 0.86%
$1.65T
$78.8 Million 5.68% of portfolio
324,232
Q3 2025 Reduced 0.72%
$2.39T
$63.4 Million 4.57% of portfolio
288,840
Q3 2025 Reduced 0.26%
$533B
$50.4 Million 3.63% of portfolio
147,697
Q3 2025 Reduced 0.53%
$881B
$49.2 Million 3.55% of portfolio
156,066
Q3 2025 Reduced 0.87%
$662B
$48.3 Million 3.48% of portfolio
96,088
Q3 2025 Added 12.2%
$414B
$34.5 Million 2.49% of portfolio
149,122
Q3 2025 Reduced 0.41%
$265B
$33.7 Million 2.43% of portfolio
42,366
Q3 2025 Reduced 1.73%
$222B
$32.6 Million 2.35% of portfolio
67,158
Q3 2025 Added 3.8%
$1.74T
$32.2 Million 2.32% of portfolio
132,337
Q3 2025 Added 0.04%
$404B
$30.3 Million 2.18% of portfolio
32,748
Q3 2025 Reduced 2.21%
$303B
$27.9 Million 2.01% of portfolio
179,811
Q3 2025 Reduced 0.39%
$235B
$26.7 Million 1.93% of portfolio
318,299
Q3 2025 Added 0.48%
$388B
$19.8 Million 1.43% of portfolio
122,274
Q3 2025 Reduced 0.76%
$522B
$14.5 Million 1.04% of portfolio
77,959
Q3 2025 Reduced 0.19%
$270B
$8.78 Million 0.63% of portfolio
55,248
Q3 2025 Reduced 1.74%
$1.37T
$6.65 Million 0.48% of portfolio
9,053
Q3 2025 Added 9.73%
$237B
$4.66 Million 0.34% of portfolio
19,679
Q3 2025 Added 0.74%
$593B
$4.55 Million 0.33% of portfolio
16,194
Q1 2025 Reduced 34.18%
$512B
$4.6 Million 0.33% of portfolio
8,091
Q3 2025 Reduced 4.93%
$228B
$4.41 Million 0.32% of portfolio
32,949
Q3 2025 Added 57.47%
$204B
$3.86 Million 0.28% of portfolio
27,491
Q3 2025 Reduced 3.41%
$346B
$3.79 Million 0.27% of portfolio
24,680
Q3 2025 Reduced 0.31%
$971B
$3.65 Million 0.26% of portfolio
4,787
Q3 2025 Reduced 15.08%
$255B
$3.52 Million 0.25% of portfolio
10,603
Q1 2025 Reduced 6.03%
$224B
$3.36 Million 0.24% of portfolio
11,053
Q3 2025 Reduced 0.99%
$1.29T
$2.73 Million 0.2% of portfolio
6,146
Q3 2025 Added 0.84%
$279B
$1.9 Million 0.14% of portfolio
18,437
Q3 2025 Reduced 1.02%
$405B
$1.27 Million 0.09% of portfolio
1,312
Q3 2025 Added 157.25%
$266B
$778,000 0.06% of portfolio
2,760
Q3 2025 Added 4.27%
$490B
$795,000 0.06% of portfolio
7,053
Q3 2025 Added 1.15%
$453B
$754,000 0.05% of portfolio
1
Q1 2025 New
$413B
$557,000 0.04% of portfolio
10,814
Q3 2025 Reduced 2.38%
$291B
$490,000 0.04% of portfolio
1,027
Q2 2025 Reduced 8.87%
$283B
$232,000 0.02% of portfolio
1,812
Q3 2025 Reduced 21.63%
$328B
$214,000 0.02% of portfolio
713
Q3 2025 New
$268B
$296,000 0.02% of portfolio
1,775
Q3 2025 Reduced 1.61%
$306B
$202,000 0.01% of portfolio
3,057
Q3 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $1.39 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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