§ 13F · FUND PROFILE
Alvarez & Marsal Private Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 112Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$520.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 104K | $71.4T | 13.7% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 97K | $59.4T | 11.4% | NEW |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | 774K | $58.1T | 11.2% | NEW |
| 4 | GOOGL | ALPHABET INC | 120K | $37.6T | 7.2% | NEW |
| 5 | QLTY | GMO ETF TRUST | 951K | $36.6T | 7.0% | NEW |
| 6 | MSFT | MICROSOFT CORP | 70K | $33.9T | 6.5% | NEW |
| 7 | RTX | RTX CORPORATION | 175K | $32.0T | 6.2% | NEW |
| 8 | V | VISA INC | 89K | $31.2T | 6.0% | NEW |
| 9 | IVW | ISHARES TR | 247K | $30.5T | 5.9% | NEW |
| 10 | GLDM | WORLD GOLD TR | 240K | $20.5T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALVAREZ SIGNAL
AC read
Alvarez & Marsal Private Wealth Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed