Institutional Fund
Warther Private Wealth, LLC
Akron, OHCIK 19545515 filings on record
Portfolio Value
$426.53M
Q1 2026
Holdings
40
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.0%
from $418.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Unitedhealth Group Inc7.5%
- Alibaba Group Hldg Ltd7.1%
- Exxon Mobil Corp7.0%
- Nu Hldgs Ltd5.0%
- Schwab Charles Corp4.7%
- Mercadolibre Inc4.7%
- Other64.0%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Unitedhealth Group Inc | 117.8K | $31.88M | 7.5% | +6.4K | Added |
| 2 | Alibaba Group Hldg Ltd | 242.1K | $30.37M | 7.1% | +9.8K | Added |
| 3 | Exxon Mobil Corp | 175.1K | $29.71M | 7.0% | +103.5K | Added |
| 4 | Nu Hldgs Ltd | 1.48M | $21.28M | 5.0% | +450.9K | Added |
| 5 | Schwab Charles Corp | 215.2K | $20.22M | 4.7% | +22.7K | Added |
| 6 | Mercadolibre Inc | 11.5K | $19.90M | 4.7% | +1.7K | Added |
| 7 | Novo-Nordisk A S | 519.5K | $19.09M | 4.5% | +100.7K | Added |
| 8 | Uber Technologies Inc | 254.8K | $18.33M | 4.3% | +61.2K | Added |
| 9 | Fair Isaac Corp | 17.2K | $18.32M | 4.3% | +7.3K | Added |
| 10 | Taiwan Semiconductor Mfg Ltd | 53.3K | $18.02M | 4.2% | −16.8K | Reduced |
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