EdgeMarket › What Private Wealth Partners, Llc reported owning
What Private Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
169Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 108.7M | 8.4% | 428.5K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 101.2M | 7.8% | 580.3K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 86.5M | 6.7% | 300.8K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 74.6M | 5.7% | 201.4K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 57.6M | 4.4% | 276.5K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 48.4M | 3.7% | 101.0K | — | — |
| JPM JPMORGAN CHASE & CO | 44.4M | 3.4% | 150.9K | 351.58 | +20.3% |
| V VISA INC. | 41.8M | 3.2% | 138.4K | 371.04 | +7.9% |
| MRK Merck & Co., Inc. | 37.2M | 2.9% | 309.3K | 152.55 | +80.2% |
| GOOG Alphabet Inc. | 33.8M | 2.6% | 117.9K | 341.75 | +70.7% |
| CVX CHEVRON CORP | 33.8M | 2.6% | 163.2K | 205.27 | +34.0% |
| GS GOLDMAN SACHS GROUP INC | 31.4M | 2.4% | 37.1K | 1,039.28 | +44.2% |
| TMO THERMO FISHER SCIENTIFIC INC. | 31.1M | 2.4% | 63.3K | 629.27 | +27.2% |
| ABBV AbbVie Inc. | 31.1M | 2.4% | 142.9K | 264.96 | +26.7% |
| HON HONEYWELL INTERNATIONAL INC | 30.9M | 2.4% | 136.7K | 215.90 | -50.3% |
| COST COSTCO WHOLESALE CORP /NEW | 30.8M | 2.4% | 30.9K | 947.74 | -4.7% |
| MCK MCKESSON CORP | 26.2M | 2.0% | 30.3K | 858.90 | +22.2% |
| AMD ADVANCED MICRO DEVICES INC | 22.5M | 1.7% | 110.8K | 473.25 | +186.5% |
| SCHW SCHWAB CHARLES CORP | 19.2M | 1.5% | 204.2K | 112.30 | +17.6% |
| JNJ JOHNSON & JOHNSON | 18.7M | 1.4% | 76.6K | 270.24 | +51.1% |
| SOLS Solstice Advanced Materials Inc. | 18.1M | 1.4% | 237.7K | 56.16 | — |
| DHR DANAHER CORP /DE/ | 17.8M | 1.4% | 93.9K | 218.85 | +3.5% |
| PFE PFIZER INC | 17.0M | 1.3% | 604.9K | 28.07 | +10.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 16.1M | 1.2% | 27.9K | 713.44 | +26.1% |
| QCOM QUALCOMM INC/DE | 15.0M | 1.2% | 116.7K | 160.75 | +3.4% |
| BSX BOSTON SCIENTIFIC CORP | 12.4M | 1.0% | 197.1K | 50.37 | -52.5% |
| HD HOME DEPOT, INC. | 12.0M | 0.9% | 36.5K | 335.61 | -16.5% |
| FCX FREEPORT-MCMORAN INC | 11.0M | 0.9% | 187.8K | 76.66 | +85.6% |
| SYK STRYKER CORP | 10.2M | 0.8% | 31.1K | 329.45 | -15.9% |
| KKR KKR & Co. Inc. | 10.1M | 0.8% | 109.5K | 108.48 | -21.4% |
| TPG TPG Inc. | 9.8M | 0.8% | 242.6K | 52.40 | -12.1% |
| KMI KINDER MORGAN, INC. | 8.6M | 0.7% | 255.1K | 30.98 | +16.6% |
| MS MORGAN STANLEY | 8.4M | 0.7% | 51.3K | 214.20 | +48.6% |
| ORCL ORACLE CORP | 8.3M | 0.6% | 56.5K | 146.47 | -37.7% |
| MA Mastercard Inc | 8.2M | 0.6% | 16.3K | 580.63 | -2.0% |
| ADI ANALOG DEVICES INC | 8.1M | 0.6% | 25.6K | 373.09 | +52.4% |
| DIS Walt Disney Co | 7.8M | 0.6% | 80.5K | 107.78 | -7.9% |
| FTNT Fortinet, Inc. | 7.4M | 0.6% | 90.0K | 153.51 | +92.8% |
| ADBE ADOBE INC. | 6.0M | 0.5% | 24.6K | 275.30 | -22.1% |
| MRVL Marvell Technology, Inc. | 5.8M | 0.4% | 58.9K | 237.04 | +232.8% |
| MPLX MPLX LP | 5.4M | 0.4% | 94.4K | 58.41 | +15.7% |
| ZTS Zoetis Inc. | 5.0M | 0.4% | 42.4K | 77.73 | -50.4% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 4.5M | 0.3% | 119.1K | 38.01 | +20.6% |
| SPY SPDR S&P 500 ETF TRUST | 4.4M | 0.3% | 6.8K | 765.72 | +20.0% |
| LLY ELI LILLY & Co | 4.3M | 0.3% | 4.7K | 1,255.40 | +78.0% |
| GLD SPDR GOLD TRUST | 4.1M | 0.3% | 9.5K | 423.36 | +37.3% |
| PEP PEPSICO INC | 3.9M | 0.3% | 25.1K | 143.48 | -4.8% |
| LOW LOWES COMPANIES INC | 3.9M | 0.3% | 16.4K | 216.09 | -16.0% |
| GPIX Goldman Sachs S&P 500 Premium Income ETF | 3.8M | 0.3% | 76.7K | 56.09 | +10.8% |
| BX Blackstone Inc. | 3.5M | 0.3% | 30.8K | 143.38 | -12.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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