§ 13F · FUND PROFILE
Private Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 169Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 428K | $109M | 8.4% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 580K | $101M | 7.8% | −20% |
| 3 | GOOGL | ALPHABET INC | 301K | $87M | 6.7% | −3% |
| 4 | MSFT | MICROSOFT CORP | 201K | $75M | 5.7% | ±0% |
| 5 | AMZN | AMAZON COM INC | 277K | $58M | 4.4% | +2% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 101K | $48M | 3.7% | +4% |
| 7 | JPM | JPMORGAN CHASE & CO | 151K | $44M | 3.4% | −2% |
| 8 | V | VISA INC | 138K | $42M | 3.2% | ±0% |
| 9 | MRK | MERCK & CO INC | 309K | $37M | 2.9% | −1% |
| 10 | GOOG | ALPHABET INC | 118K | $34M | 2.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIVATE SIGNAL
AC read
Private Wealth Partners, LLC is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed