Universe · entity
MassMutual Private Wealth & Trust, FSB
Institutional manager (13F) · CIK 1103653
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA Corp | $172M | 985,383 |
| 2 | Apple Inc | $170M | 670,956 |
| 3 | Vanguard Mid-Cap ETF | $148M | 514,389 |
| 4 | Microsoft Corp | $137M | 369,142 |
| 5 | Vanguard FTSE Developed Markets ETF | $100M | 1,554,661 |
| 6 | Amazon.com Inc | $93M | 446,944 |
| 7 | Alphabet Inc | $88M | 304,462 |
| 8 | JPMorgan Chase & Co | $76M | 257,880 |
| 9 | Broadcom INC | $67M | 215,403 |
| 10 | Alphabet Inc | $63M | 220,848 |
| 11 | Chevron Corp | $59M | 285,553 |
| 12 | iShares MSCI EAFE ETF | $59M | 607,222 |
| 13 | Meta Platforms Inc | $57M | 99,367 |
| 14 | Dimensional US Small Cap ETF | $52M | 735,416 |
| 15 | iShares Core S&P Mid-Cap ETF | $48M | 708,900 |
| 16 | Johnson & Johnson | $45M | 185,261 |
| 17 | Visa Inc | $45M | 148,228 |
| 18 | Walmart Inc | $44M | 355,353 |
| 19 | Berkshire Hathaway Inc | $43M | 90,398 |
| 20 | RTX Corp | $42M | 218,442 |
| 21 | Cisco Systems Inc | $41M | 529,459 |
| 22 | McDonald's CORP | $39M | 125,419 |
| 23 | Home Depot Inc/The | $39M | 118,264 |
| 24 | Procter & Gamble CO/THE | $38M | 263,159 |
| 25 | AbbVie INC | $37M | 168,181 |
| 26 | SPDR S&P MidCap 400 ETF Trust | $35M | 57,054 |
| 27 | iShares Core MSCI EAFE ETF | $34M | 378,740 |
| 28 | iShares Core S&P Small-Cap ETF | $34M | 275,741 |
| 29 | Caterpillar Inc | $34M | 48,186 |
| 30 | Vanguard Information Technology ETF | $33M | 47,309 |
| 31 | Bank of America Corp | $32M | 646,928 |
| 32 | Chubb Ltd | $31M | 95,896 |
| 33 | Ameriprise Financial Inc | $31M | 69,845 |
| 34 | Vanguard Short-Term Treasury ETF | $29M | 501,063 |
| 35 | Exxon Mobil Corp | $29M | 169,772 |
| 36 | NextEra Energy Inc | $28M | 304,263 |
| 37 | Schwab Short-Term U.S. Treasury ETF | $28M | 1,145,070 |
| 38 | Thermo Fisher Scientific Inc | $26M | 53,163 |
| 39 | Eli Lilly & Co | $26M | 28,020 |
| 40 | O'Reilly Automotive Inc | $26M | 277,044 |
| 41 | Ecolab Inc | $25M | 94,946 |
| 42 | Booking Holdings Inc | $25M | 5,932 |
| 43 | PepsiCo Inc | $24M | 152,831 |
| 44 | Verizon Communications Inc | $24M | 468,735 |
| 45 | Stryker CORP | $23M | 69,126 |
| 46 | L3Harris Technologies Inc | $22M | 63,906 |
| 47 | Lincoln Electric Holdings Inc | $21M | 85,997 |
| 48 | iShares Core MSCI Emerging Markets ETF | $21M | 297,448 |
| 49 | Avantis Emerging Markets Equity ETF | $21M | 254,834 |
| 50 | Honeywell International Inc | $20M | 86,468 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.