Institutional Fund
Private Wealth Partners, LLC
Mill Valley, CACIK 13358515 filings on record
Portfolio Value
$1.30B
Q1 2026
Holdings
168
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-8.0%
from $1.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.4%
- Nvidia Corporation7.8%
- Alphabet Inc6.7%
- Microsoft Corp5.7%
- Amazon Com Inc4.4%
- Berkshire Hathaway Inc Del3.7%
- Other63.2%
Portfolio Holdings
168 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 428.5K | $108.74M | 8.4% | −8.0K | Reduced |
| 2 | Nvidia Corporation | 580.3K | $101.21M | 7.8% | −138.5K | Reduced |
| 3 | Alphabet Inc | 300.8K | $86.50M | 6.7% | −8.2K | Reduced |
| 4 | Microsoft Corp | 201.4K | $74.57M | 5.7% | +626 | Added |
| 5 | Amazon Com Inc | 276.5K | $57.59M | 4.4% | +4.2K | Added |
| 6 | Berkshire Hathaway Inc Del | 101.0K | $48.41M | 3.7% | +3.8K | Added |
| 7 | Jpmorgan Chase & Co. | 150.9K | $44.38M | 3.4% | −3.1K | Reduced |
| 8 | Visa Inc | 138.4K | $41.82M | 3.2% | −229 | Reduced |
| 9 | Merck & Co Inc | 309.3K | $37.21M | 2.9% | −2.4K | Reduced |
| 10 | Alphabet Inc | 117.9K | $33.81M | 2.6% | −4.6K | Reduced |
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