§ 13F · FUND PROFILE
EFG Private Wealth Management (Americas) Corp..
AUM · $542M (13F)Positions · 135Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 58K | $29M | 5.3% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 138K | $22M | 4.0% | +4% |
| 3 | IJR | ISHARES TR | 172K | $19M | 3.5% | +4% |
| 4 | AMZN | AMAZON COM INC | 82K | $18M | 3.3% | ±0% |
| 5 | JPM | JPMORGAN CHASE & CO. | 56K | $16M | 3.0% | −3% |
| 6 | AVGO | BROADCOM INC | 49K | $13M | 2.5% | +1% |
| 7 | MA | MASTERCARD INCORPORATED | 22K | $12M | 2.3% | −4% |
| 8 | AAPL | APPLE INC | 51K | $11M | 1.9% | −11% |
| 9 | CME | CME GROUP INC | 38K | $10M | 1.9% | −3% |
| 10 | NFLX | NETFLIX INC | 8K | $10M | 1.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EFG SIGNAL
AC read
EFG Private Wealth Management (Americas) Corp. is a Other fund managing $542 million in assets. The fund runs a portfolio of 135 positions.
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