Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $823 Billion
  • Q4 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $823 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.5B, Nvidia Corp with a value of $35B, Microsoft Corp with a value of $31B, Eli Lilly & CO with a value of $22.3B, and Vulcan Materials CO with a value of $22.2B.

Examining the 13F form we can see an increase of $33.6B in the current position value, from $789B to 823B.

Jamison Private Wealth Management, Inc. is based out at Milton, GA

Below you can find more details about Jamison Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $823 Billion
Technology: $195 Billion
Financial Services: $118 Billion
Industrials: $104 Billion
Healthcare: $98.3 Billion
Consumer Cyclical: $69.5 Billion
Consumer Defensive: $46.4 Billion
Basic Materials: $40.3 Billion
Communication Services: $36.3 Billion
Other: $100 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$683M
$1.61 Billion 0.2% of portfolio
79,454
Q4 2025 Reduced 2.07%
$875M
$417 Million 0.05% of portfolio
11,280
Q4 2025 Reduced 0.23%
$926M
$286 Million 0.03% of portfolio
9,412
Q4 2025 Added 0.09%
$1.5B
$109 Million 0.01% of portfolio
14,008
Q4 2025 Reduced 7.28%
$741M
$46.8 Million 0.01% of portfolio
11,622
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $823 Billion
  • Prior Value $789 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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