StockDriftsStockDriftsTop 50 Private Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.43% | 405.9K | $117.4M | -5.27%(-22.57K) | $41.14(+642.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.14% | 566.2K | $113.3M | -2.43%(-14.12K) | $16.32(+1285.05%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.09% | 276.4K | $98.8M | -8.13%(-24.47K) | $28.61(+1104.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.02% | 187.5K | $70.0M | -6.90%(-13.91K) | $73.08(+565.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.54% | 265.3K | $63.2M | -4.08%(-11.28K) | $48.96(+436.24%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.17% | 100.0K | $58.1M | -9.75%(-10.80K) | $125.05(+309.64%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.14% | 115.2K | $57.6M | +14.03%(+14.17K) | $269.41(+86.08%) | 2026-06-30 | |
| V | VISA INC | 3.32% | 134.7K | $46.2M | -2.66%(-3.68K) | $71.62(+405.38%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.3% | 140.3K | $45.9M | -7.03%(-10.61K) | $66.27(+450.40%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.95% | 116.3K | $41.1M | -1.38%(-1.62K) | $39.80(+760.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.98% | +81.51% | +12.90% | +83.47% |
| Top 20 Holdings Unweighted | +22.31% | +82.97% | +13.17% | +85.66% |
Private Wealth Partners, LLC reports $1.40B in US-listed equity holdings across 178 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.4%), NVDA (8.1%) and GOOGL (7.1%). The top 20 holdings account for 70.32% of reported assets. Its disclosed equity book has returned +81.51% 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 Private Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1335851). View Private Wealth Partners, LLC’s 13F filings on SEC