Private Wealth Partners, LLC Portfolio Holdings

Private Wealth Partners, LLC

  • $1.39 Billion
  • Q3 2025

Private Wealth Partners, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.39 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $154M, Apple Inc. with a value of $119M, Microsoft Corp with a value of $106M, Alphabet Inc. with a value of $78.8M, and Amazon Com Inc with a value of $63.4M.

Examining the 13F form we can see an increase of $104M in the current position value, from $1.28B to 1.39B.

Below you can find more details about Private Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.39 Billion
Technology: $479 Million
Financial Services: $253 Million
Healthcare: $220 Million
Communication Services: $128 Million
Consumer Cyclical: $99.6 Million
ETFs: $63.1 Million
Energy: $51.7 Million
Consumer Defensive: $46.3 Million
Other: $45.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$154 Million 11.09% of portfolio
825,031
Q3 2025 Reduced 0.7%
$4.3T
$119 Million 8.55% of portfolio
466,145
Q3 2025 Reduced 2.18%
$3.78T
$106 Million 7.66% of portfolio
205,099
Q3 2025 Reduced 0.86%
$1.65T
$78.8 Million 5.68% of portfolio
324,232
Q3 2025 Reduced 0.72%
$2.39T
$63.4 Million 4.57% of portfolio
288,840
Q3 2025 Reduced 0.26%
$533B
$50.4 Million 3.63% of portfolio
147,697
Q3 2025 Reduced 0.53%
$881B
$49.2 Million 3.55% of portfolio
156,066
Q3 2025 Reduced 0.87%
$662B
$48.3 Million 3.48% of portfolio
96,088
Q3 2025 Added 12.2%
$414B
$34.5 Million 2.49% of portfolio
149,122
Q3 2025 Reduced 0.41%
$265B
$33.7 Million 2.43% of portfolio
42,366
Q3 2025 Reduced 1.73%
$222B
$32.6 Million 2.35% of portfolio
67,158
Q3 2025 Added 3.8%
$1.74T
$32.2 Million 2.32% of portfolio
132,337
Q3 2025 Added 0.04%
$404B
$30.3 Million 2.18% of portfolio
32,748
Q3 2025 Reduced 2.21%
$303B
$27.9 Million 2.01% of portfolio
179,811
Q3 2025 Reduced 0.39%
$235B
$26.7 Million 1.93% of portfolio
318,299
Q3 2025 Added 0.48%
$132B
$24.8 Million 1.79% of portfolio
117,944
Q3 2025 Added 4.96%
$0
$24.1 Million 1.74% of portfolio
40,174
Q3 2025 Reduced 1.39%
$187B
$20.9 Million 1.5% of portfolio
125,447
Q3 2025 Added 3.5%
$147B
$20 Million 1.44% of portfolio
205,169
Q3 2025 Reduced 0.13%
$388B
$19.8 Million 1.43% of portfolio
122,274
Q3 2025 Reduced 0.76%
$160B
$19.4 Million 1.4% of portfolio
97,828
Q3 2025 Added 6.26%
$151B
$18.7 Million 1.35% of portfolio
53,045
Q3 2025 Added 14.72%
$367B
$16.9 Million 1.22% of portfolio
41,677
Q3 2025 Added 1.55%
$103B
$16.2 Million 1.17% of portfolio
124,495
Q3 2025 Added 3.28%
$522B
$14.5 Million 1.04% of portfolio
77,959
Q3 2025 Reduced 0.19%
$141B
$13.8 Million 1.0% of portfolio
543,212
Q3 2025 Added 5.41%
$136B
$11.2 Million 0.81% of portfolio
30,346
Q3 2025 Reduced 0.45%
$55.6B
$10.6 Million 0.76% of portfolio
72,129
Q3 2025 Reduced 0.46%
$167B
$9.65 Million 0.7% of portfolio
101,029
Q3 2025 Added 1.7%
$270B
$8.78 Million 0.63% of portfolio
55,248
Q3 2025 Reduced 1.74%
$193B
$8.38 Million 0.6% of portfolio
73,228
Q3 2025 Reduced 1.15%
$61.6B
$8.1 Million 0.58% of portfolio
286,090
Q3 2025 Added 0.07%
$57.4B
$7.95 Million 0.57% of portfolio
202,797
Q3 2025 Reduced 5.4%
$64.9B
$7.57 Million 0.55% of portfolio
90,000
Q2 2022 Added 400.0%
$1.37T
$6.65 Million 0.48% of portfolio
9,053
Q3 2025 Added 9.73%
$4.11B
$6.54 Million 0.47% of portfolio
113,880
Q3 2025 Added 88.22%
$118B
$6.4 Million 0.46% of portfolio
26,065
Q3 2025 Reduced 1.08%
$4.24B
$6.12 Million 0.44% of portfolio
226,320
Q3 2025 Reduced 9.68%
$73.7B
$5.78 Million 0.42% of portfolio
68,735
Q3 2025 Reduced 8.19%
$0
$5.88 Million 0.42% of portfolio
8,830
Q3 2025 Reduced 2.87%
$98.1B
$5.84 Million 0.42% of portfolio
34,154
Q3 2025 Reduced 0.91%
$0
$5.69 Million 0.41% of portfolio
8,508
Q3 2025 Added 1.03%
$0
$4.71 Million 0.34% of portfolio
14,350
Q3 2025 Reduced 2.71%
$237B
$4.66 Million 0.34% of portfolio
19,679
Q3 2025 Added 0.74%
$593B
$4.55 Million 0.33% of portfolio
16,194
Q1 2025 Reduced 34.18%
$512B
$4.6 Million 0.33% of portfolio
8,091
Q3 2025 Reduced 4.93%
$228B
$4.41 Million 0.32% of portfolio
32,949
Q3 2025 Added 57.47%
$53.5B
$4.34 Million 0.31% of portfolio
86,800
Q3 2025 Added 19.07%
$140B
$4.01 Million 0.29% of portfolio
15,940
Q3 2025 Added 15.48%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $1.39 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
Track This Portfolio

Track Private Wealth Partners, LLC Portfolio

Follow Private Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email