Universe · entity
Private Wealth Partners, LLC
Institutional manager (13F) · CIK 1335851
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $109M | 428,458 |
| 2 | NVIDIA CORPORATION | $101M | 580,328 |
| 3 | ALPHABET INC | $87M | 300,824 |
| 4 | MICROSOFT CORP | $75M | 201,443 |
| 5 | AMAZON COM INC | $58M | 276,531 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $48M | 101,029 |
| 7 | JPMORGAN CHASE & CO | $44M | 150,859 |
| 8 | VISA INC | $42M | 138,366 |
| 9 | MERCK & CO INC | $37M | 309,338 |
| 10 | ALPHABET INC | $34M | 117,878 |
| 11 | CHEVRON CORPORATION | $34M | 163,150 |
| 12 | GOLDMAN SACHS GROUP INC | $31M | 37,115 |
| 13 | THERMO FISHER SCIENTIFIC INC | $31M | 63,285 |
| 14 | ABBVIE INC | $31M | 142,915 |
| 15 | HONEYWELL INTL INC | $31M | 136,697 |
| 16 | COSTCO WHOLESALE CORPORATION | $31M | 30,912 |
| 17 | MCKESSON CORP | $26M | 30,298 |
| 18 | ADVANCED MICRO DEVICES INC | $23M | 110,791 |
| 19 | SCHWAB CHARLES CORP | $19M | 204,248 |
| 20 | JOHNSON & JOHNSON | $19M | 76,551 |
| 21 | SOLSTICE ADVANCED MATLS INC | $18M | 237,719 |
| 22 | DANAHER CORP DEL | $18M | 93,851 |
| 23 | PFIZER INC | $17M | 604,878 |
| 24 | INVESCO QQQ TR | $16M | 27,921 |
| 25 | QUALCOMM INC | $15M | 116,736 |
| 26 | BOSTON SCIENTIFIC CORP | $12M | 197,086 |
| 27 | HOME DEPOT INC | $12M | 36,455 |
| 28 | FREEPORT MCMORAN INC | $11M | 187,832 |
| 29 | STRYKER CORPORATION | $10M | 31,070 |
| 30 | KKR & CO INC | $10M | 109,465 |
| 31 | TPG INC | $10M | 242,610 |
| 32 | KINDER MORGAN INC DEL | $9M | 255,145 |
| 33 | MORGAN STANLEY | $8M | 51,336 |
| 34 | ORACLE CORP | $8M | 56,470 |
| 35 | MASTERCARD INCORPORATED | $8M | 16,330 |
| 36 | ANALOG DEVICES INC | $8M | 25,552 |
| 37 | DISNEY WALT CO | $8M | 80,540 |
| 38 | FORTINET INC | $7M | 90,000 |
| 39 | ADOBE INC | $6M | 24,620 |
| 40 | MARVELL TECHNOLOGY INC | $6M | 58,867 |
| 41 | MPLX LP | $5M | 94,400 |
| 42 | ZOETIS INC | $5M | 42,358 |
| 43 | ENTERPRISE PRODS PARTNERS L | $5M | 119,100 |
| 44 | STATE STR SPDR S&P 500 ETF T | $4M | 6,837 |
| 45 | ELI LILLY & CO | $4M | 4,675 |
| 46 | SPDR GOLD TR | $4M | 9,516 |
| 47 | PEPSICO INC | $4M | 25,051 |
| 48 | LOWES COS INC | $4M | 16,375 |
| 49 | GOLDMAN SACHS ETF TR | $4M | 76,654 |
| 50 | BLACKSTONE INC | $4M | 30,819 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.