StockDriftsStockDriftsTop 50 Osprey Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | 8.62% | 94.4K | $33.4M | -2.70%(-2.62K) | $202.47(+73.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 7.02% | 135.8K | $27.2M | +8.20%(+10.29K) | $143.36(+53.78%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 4.95% | 58.6K | $19.2M | +1.28%(+742) | $251.03(+44.00%) | 2026-06-30 | |
| V | VISA INC COM CL A | 4.02% | 45.4K | $15.6M | +2.47%(+1.09K) | $306.13(+18.06%) | 2026-06-30 | |
| ABBV | ABBVIE INC COM | 3.9% | 60.0K | $15.1M | +1.43%(+846) | $197.16(+26.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.78% | 39.3K | $14.6M | +14.31%(+4.92K) | $453.51(+10.86%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.88% | 38.5K | $11.1M | +12.82%(+4.38K) | $245.35(+24.99%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.84% | 22.0K | $11.0M | +7.52%(+1.54K) | $461.57(+13.39%) | 2026-06-30 | |
| HD | HOME DEPOT INC COM | 2.84% | 31.2K | $11.0M | +4.59%(+1.37K) | $374.18(-5.17%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.79% | 42.6K | $10.8M | +10.18%(+3.94K) | $169.44(+55.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.98% |
Osprey Private Wealth LLC reports $387.21M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (8.6%), NVDA (7.0%) and JPM (5.0%). The top 20 holdings account for 68.38% of reported assets. Its disclosed equity book has returned +9.23% cumulatively over 7 quarters. 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 Osprey Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041805). View Osprey Private Wealth LLC’s 13F filings on SEC