Warther Private Wealth, LLC Portfolio Holdings

Warther Private Wealth, LLC

  • $422 Million
  • Q3 2025

Warther Private Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $422 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $42.8M, Unitedhealth Group Inc with a value of $40M, Alphabet Inc. with a value of $26.6M, Amazon Com Inc with a value of $23.1M, and Novo Nordisk A S with a value of $22.6M.

Examining the 13F form we can see an increase of $42.7M in the current position value, from $379M to 422M.

Warther Private Wealth, LLC is based out at Akron, OH

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

Portfolio value $422 Million
Technology: $145 Million
Consumer Cyclical: $94.2 Million
Healthcare: $80.2 Million
Financial Services: $45.8 Million
Communication Services: $28.1 Million
Consumer Defensive: $14.3 Million
Utilities: $10.5 Million
Industrials: $1.78 Million
Other: $1.82 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.11 Million 0.26% of portfolio
1,818
Q3 2025 Reduced 11.92%
$0
$490,000 0.12% of portfolio
4,370
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $422 Million
  • Prior Value $379 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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