Alvarez & Marsal Private Wealth Partners, LLC
โขCIK: 2109121โขFiling: Q4 2025
**Alvarez & Marsal Private Wealth Partners, LLC** manages $521M across 112 positions, exhibiting a concentrated, blue-chip tilt. The portfolio is heavily weighted toward broad market exposure, notably holding SPY at $71.4M and NDQ at $59.4M. Significant allocations are also visible in sector-specific plays, including SPHQ ($58.1M) and technology leaders like GOOGL ($37.6M) and MSFT ($33.9M). This structure suggests a focus on established, liquid market leaders across indices and key growth sectors.
Total AUM
$520.5M
QoQ Performance
N/A
Positions
96
Top 10 Concentration
79.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NDQ
SPHQ
GOOGL
QLTY
MSFT
RTX
V
SPY13.7%
NDQ11.4%
SPHQ11.2%
GOOGL7.2%
QLTY7.0%
MSFT6.5%
RTX6.2%
V6.0%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other51.8%
Technology16.3%
ETF13.7%
Financial9.6%
Industrial6.2%
Consumer0.8%
Materials0.7%
Healthcare0.6%