Institutional Manager · CIK 0001335851
Private Wealth Partners, LLC
MILL VALLEY, CA · File #028-11462
Latest AUM
$1.41B
Positions
171
Top-10 Concentration
57.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025171 pos · $1.41B
- 13F HOLDINGS REPORTQ/E Sep 2025169 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Jun 2025174 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2025162 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Dec 2024171 pos · $1.31B
- 13F HOLDINGS REPORTQ/E Sep 2024170 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Jun 2024165 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Mar 2024163 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Dec 2023159 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Sep 2023167 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Jun 2023163 pos · $1.00B
- 13F HOLDINGS REPORTQ/E Mar 202388 pos · $873.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 718,874 | $134.1M | 10.48% |
| 2 | APPLE INC | AAPL | 436,467 | $118.7M | 9.27% |
| 3 | MICROSOFT CORP | MSFT | 200,817 | $97.1M | 7.59% |
| 4 | ALPHABET INC | GOOG | 308,982 | $96.7M | 7.56% |
| 5 | AMAZON COM INC | AMZN | 272,285 | $62.8M | 4.91% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 153,932 | $49.6M | 3.88% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 97,213 | $48.9M | 3.82% |
| 8 | VISA INC | V | 138,595 | $48.6M | 3.80% |
| 9 | ALPHABET INC | GOOG | 122,480 | $38.4M | 3.00% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 63,314 | $36.7M | 2.87% |
| 11 | GOLDMAN SACHS GROUP INC | GSCE | 38,700 | $34.0M | 2.66% |
| 12 | MERCK & CO INC | MRK | 311,787 | $32.8M | 2.56% |
| 13 | ABBVIE INC | ABBV | 142,709 | $32.6M | 2.55% |
| 14 | HONEYWELL INTL INC | 438516106 | 138,412 | $27.0M | 2.11% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 31,177 | $26.9M | 2.10% |
| 16 | CHEVRON CORP NEW | CVX | 168,241 | $25.6M | 2.00% |
| 17 | MCKESSON CORP | MCK | 30,551 | $25.1M | 1.96% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 112,017 | $24.0M | 1.87% |
| 19 | DANAHER CORPORATION | 235851102 | 95,029 | $21.8M | 1.70% |
| 20 | QUALCOMM INC | QCOM | 120,085 | $20.5M | 1.61% |