StockDriftsStockDriftsTop 50 Top Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | 17.62% | 209.0K | $18.4M | new | $81.13(+12.09%) | 2026-06-30 | |
| SPY | STATE STREET | 10.55% | 14.7K | $11.0M | new | $689.37(+12.06%) | 2026-06-30 | |
| SPYV | STATE STREET | 8.3% | 142.3K | $8.7M | new | $58.22(+8.82%) | 2026-06-30 | |
| XLI | STATE STREET | 7.67% | 43.2K | $8.0M | new | $170.92(+8.75%) | 2026-06-30 | |
| QQQ | INVESCO QQQ | 5.95% | 8.4K | $6.2M | new | $647.34(+11.80%) | 2026-06-30 | |
| PSCI | INVESCO S&P | 5.34% | 29.9K | $5.6M | new | $167.82(+8.76%) | 2026-06-30 | |
| SPMD | STATE STREET | 5.18% | 79.9K | $5.4M | new | $62.53(+9.40%) | 2026-06-30 | |
| PAAA | PGIM AAA | 3.97% | 80.7K | $4.1M | new | $51.32(+0.12%) | 2026-06-30 | |
| AGG | ISHARES CORE | 3.13% | 33.0K | $3.3M | new | $99.01(-1.60%) | 2026-06-30 | |
| JAAA | JANUS HENDERSON | 2.97% | 61.4K | $3.1M | new | $50.50(+0.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Top Private Wealth LLC reports $104.25M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (17.6%), SPY (10.6%) and SPYV (8.3%). The top 20 holdings account for 87.95% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Top Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2150231). View Top Private Wealth LLC’s 13F filings on SEC