Private Wealth Partners, LLC Portfolio Holdings

Private Wealth Partners, LLC

  • $1.28 Billion
  • Q2 2025

Private Wealth Partners, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $131M, Microsoft Corp with a value of $103M, Apple Inc. with a value of $97.8M, Amazon Com Inc with a value of $63.5M, and Alphabet Inc. with a value of $57.6M.

Examining the 13F form we can see an increase of $88.6M in the current position value, from $1.19B to 1.28B.

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

Portfolio value $1.28 Billion
Technology: $435 Million
Financial Services: $237 Million
Healthcare: $207 Million
Communication Services: $101 Million
Consumer Cyclical: $97.7 Million
ETFs: $60.8 Million
Consumer Defensive: $49.5 Million
Energy: $47 Million
Other: $46.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$426B
$131 Million 10.23% of portfolio
830,869
Q2 2025 Added 2.6%
$3.72T
$103 Million 8.02% of portfolio
206,868
Q2 2025 Reduced 3.3%
$3.77T
$97.8 Million 7.62% of portfolio
476,521
Q2 2025 Reduced 4.33%
$2.43T
$63.5 Million 4.95% of portfolio
289,604
Q2 2025 Reduced 0.88%
$1.43T
$57.6 Million 4.48% of portfolio
326,572
Q2 2025 Reduced 3.72%
$562B
$52.7 Million 4.11% of portfolio
148,479
Q2 2025 Reduced 6.71%
$874B
$45.6 Million 3.56% of portfolio
157,441
Q2 2025 Reduced 2.0%
$641B
$41.6 Million 3.24% of portfolio
85,643
Q2 2025 Added 1.97%
$433B
$33.2 Million 2.58% of portfolio
33,488
Q2 2025 Reduced 0.87%
$261B
$30.5 Million 2.38% of portfolio
43,113
Q2 2025 Reduced 0.02%
$372B
$27.8 Million 2.17% of portfolio
149,738
Q2 2025 Reduced 3.83%
$189B
$26.2 Million 2.04% of portfolio
64,700
Q2 2025 Added 7.19%
$144B
$26.2 Million 2.04% of portfolio
112,373
Q2 2025 Reduced 3.0%
$303B
$25.8 Million 2.01% of portfolio
180,511
Q2 2025 Reduced 2.27%
$214B
$25.1 Million 1.95% of portfolio
316,764
Q2 2025 Reduced 4.15%
$101B
$23.6 Million 1.84% of portfolio
32,159
Q2 2025 Reduced 8.79%
$0
$22.5 Million 1.75% of portfolio
40,741
Q2 2025 Added 0.58%
$155B
$22.1 Million 1.72% of portfolio
205,436
Q2 2025 Reduced 8.31%
$178B
$19.3 Million 1.5% of portfolio
121,200
Q2 2025 Added 0.05%
$141B
$18.2 Million 1.42% of portfolio
92,063
Q2 2025 Reduced 2.27%
$165B
$17.9 Million 1.39% of portfolio
46,238
Q2 2025 Reduced 2.57%
$252B
$17.5 Million 1.36% of portfolio
123,208
Q2 2025 Added 0.1%
$118B
$16 Million 1.25% of portfolio
120,545
Q2 2025 Added 4.68%
$425B
$15 Million 1.17% of portfolio
41,039
Q2 2025 Reduced 8.27%
$139B
$12.5 Million 0.97% of portfolio
515,346
Q2 2025 Reduced 13.12%
$149B
$12.1 Million 0.94% of portfolio
30,483
Q2 2025 Reduced 4.34%
$463B
$11.9 Million 0.93% of portfolio
78,109
Q2 2025 Reduced 5.98%
$70.1B
$11.3 Million 0.88% of portfolio
72,462
Q2 2025 Reduced 5.29%
$63B
$9.51 Million 0.74% of portfolio
90,000
Q2 2022 Added 400.0%
$214B
$9.19 Million 0.72% of portfolio
74,079
Q2 2025 Reduced 16.14%
$62.7B
$9.29 Million 0.72% of portfolio
214,382
Q2 2025 Reduced 13.23%
$170B
$9.06 Million 0.71% of portfolio
99,339
Q2 2025 Reduced 5.47%
$59.9B
$8.41 Million 0.65% of portfolio
285,894
Q2 2025 Reduced 4.19%
$258B
$7.92 Million 0.62% of portfolio
56,224
Q2 2025 Reduced 9.2%
$5.44B
$7.11 Million 0.55% of portfolio
250,580
Q2 2025 Reduced 17.78%
$128B
$6.27 Million 0.49% of portfolio
26,350
Q2 2025 Added 0.5%
$1.72T
$6.09 Million 0.47% of portfolio
8,250
Q2 2025 Added 2.41%
$57B
$5.79 Million 0.45% of portfolio
74,870
Q2 2025 Added 54.91%
$0
$5.62 Million 0.44% of portfolio
9,091
Q2 2025 Added 0.21%
$252B
$5.33 Million 0.42% of portfolio
19,535
Q2 2025 Reduced 2.37%
$0
$5.23 Million 0.41% of portfolio
8,421
Q2 2025 Reduced 5.49%
$123B
$5.16 Million 0.4% of portfolio
34,466
Q1 2025 Reduced 6.36%
$557B
$4.78 Million 0.37% of portfolio
8,511
Q2 2025 Reduced 10.98%
$0
$4.48 Million 0.35% of portfolio
14,750
Q2 2025 Reduced 4.13%
$713B
$4.39 Million 0.34% of portfolio
5,637
Q2 2025 Added 4.64%
$178B
$4.28 Million 0.33% of portfolio
8,110
Q2 2025 Added 1.63%
$378B
$3.94 Million 0.31% of portfolio
24,757
Q2 2025 Reduced 10.09%
$0
$3.8 Million 0.3% of portfolio
66,918
Q2 2025 Added 2.23%
$123B
$3.7 Million 0.29% of portfolio
53,593
Q2 2025 Reduced 18.63%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $1.28 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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