Transatlantique Private Wealth LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $300 Million distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.5M, Apple Inc. with a value of $9.66M, Vanguard Information Technolog with a value of $9.06M, Diageo PLC with a value of $8.2M, and Ishares Core S&P U.S Growth Et with a value of $7.4M.
Examining the 13F form we can see an increase of $35.4M in the current position value, from $264M to 300M.
Below you can find more details about Transatlantique Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$300 Million
ETFs: $93 Million
Technology: $60.8 Million
Financial Services: $28 Million
Communication Services: $26.5 Million
Healthcare: $25 Million
Consumer Cyclical: $20.7 Million
Industrials: $20.7 Million
Consumer Defensive: $13.8 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions