StockDrifts LogoStockDrifts

Private Wealth Partners, LLC

Portfolio Manager
Private Wealth Partners, LLC
Performance
-6.46% (2026 Q1)
AUM (13F)
$1.30B
# of Holdings
168
Performance Rank
Allocation (Top 20)
70.11%

Private Wealth Partners, LLC Holdings Map

Top 50 Private Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.38%428.5K$108.7M
-1.83%(-8.01K)
2025-Q1: 498.1K shares2025-Q2: 476.5K shares2025-Q3: 466.1K shares2025-Q4: 436.5K shares2026-Q1: 428.5K shares
$41.14(+626.52%)
2026-03-31
NVDA
NVIDIA CORPORATION
7.8%580.3K$101.2M
-19.27%(-138.55K)
2025-Q1: 809.8K shares2025-Q2: 830.9K shares2025-Q3: 825.0K shares2025-Q4: 718.9K shares2026-Q1: 580.3K shares
$16.32(+1283.61%)
2026-03-31
GOOGL
ALPHABET INC
6.66%300.8K$86.5M
-2.64%(-8.16K)
2025-Q1: 339.2K shares2025-Q2: 326.6K shares2025-Q3: 324.2K shares2025-Q4: 309.0K shares2026-Q1: 300.8K shares
$28.61(+1307.27%)
2026-03-31
MSFT
MICROSOFT CORP
5.74%201.4K$74.6M
+0.31%(+626)
2025-Q1: 213.9K shares2025-Q2: 206.9K shares2025-Q3: 205.1K shares2025-Q4: 200.8K shares2026-Q1: 201.4K shares
$73.22(+453.42%)
2026-03-31
AMZN
AMAZON COM INC
4.44%276.5K$57.6M
+1.56%(+4.25K)
2025-Q1: 292.2K shares2025-Q2: 289.6K shares2025-Q3: 288.8K shares2025-Q4: 272.3K shares2026-Q1: 276.5K shares
$48.96(+451.75%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.73%101.0K$48.4M
+3.93%(+3.82K)
2025-Q1: 84.0K shares2025-Q2: 85.6K shares2025-Q3: 96.1K shares2025-Q4: 97.2K shares2026-Q1: 101.0K shares
$238.82(+103.30%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.42%150.9K$44.4M
-2.00%(-3.07K)
2025-Q1: 160.7K shares2025-Q2: 157.4K shares2025-Q3: 156.1K shares2025-Q4: 153.9K shares2026-Q1: 150.9K shares
$66.27(+353.10%)
2026-03-31
V
VISA INC
3.22%138.4K$41.8M
-0.17%(-229)
2025-Q1: 159.2K shares2025-Q2: 148.5K shares2025-Q3: 147.7K shares2025-Q4: 138.6K shares2026-Q1: 138.4K shares
$71.62(+347.25%)
2026-03-31
MRK
MERCK & CO INC
2.87%309.3K$37.2M
-0.79%(-2.45K)
2025-Q1: 330.5K shares2025-Q2: 316.8K shares2025-Q3: 318.3K shares2025-Q4: 311.8K shares2026-Q1: 309.3K shares
$49.69(+128.30%)
2026-03-31
GOOG
ALPHABET INC
2.61%117.9K$33.8M
-3.76%(-4.60K)
2025-Q1: 132.4K shares2025-Q2: 132.3K shares2025-Q3: 132.3K shares2025-Q4: 122.5K shares2026-Q1: 117.9K shares
$39.80(+902.50%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Private Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all