StockDriftsStockDriftsTop 50 MassMutual Private Wealth & Trust, FSB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.81% | 642.9K | $186.0M | -4.18%(-28.02K) | $59.64(+412.01%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 4.76% | 920.1K | $184.1M | -6.63%(-65.28K) | $9.49(+2281.70%) | 2026-06-30 | |
| VO | Vanguard Mid-Cap ETF | 3.73% | 1.79M | $144.3M | -12.93%(-266.05K) | $46.64(+80.79%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.51% | 363.8K | $135.7M | -1.45%(-5.34K) | $146.26(+232.33%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 2.81% | 1.52M | $108.6M | -1.97%(-30.57K) | $45.10(+64.12%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 2.65% | 430.8K | $102.7M | -3.61%(-16.15K) | $103.54(+153.57%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 2.58% | 279.4K | $99.8M | -8.25%(-25.11K) | $52.71(+554.02%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 2.23% | 263.6K | $86.3M | +2.21%(+5.71K) | $119.68(+204.76%) | 2026-06-30 | |
| AVGO | Broadcom INC | 2.08% | 213.4K | $80.6M | -0.93%(-2.00K) | $94.79(+315.41%) | 2026-06-30 | |
| GOOG | Alphabet Inc | 1.95% | 213.5K | $75.4M | -3.33%(-7.36K) | $86.02(+298.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.81% | +63.53% | +10.37% | +63.76% |
| Top 20 Holdings Unweighted | +16.76% | +59.16% | +9.73% | +59.10% |
MassMutual Private Wealth & Trust, FSB reports $3.87B in US-listed equity holdings across 2,444 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.8%), NVDA (4.8%) and VO (3.7%). The top 20 holdings account for 44.56% of reported assets. Its disclosed equity book has returned +63.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MassMutual Private Wealth & Trust, FSB’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1103653). View MassMutual Private Wealth & Trust, FSB’s 13F filings on SEC