Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

MassMutual Private Wealth & Trust, FSB

•CIK: 1103653•Filing: Q4 2025

MassMutual Private Wealth & Trust, FSB, currently manages $3.9 billion in assets, with a portfolio heavily weighted in tech and growth stocks like NVDA, AAPL, and MSFT. Recently, the fund has shifted focus towards broad market exposure, significantly increasing positions in SPY and VOO, while divesting from financials such as BIL and cutting stakes in KMX and FISV entirely.

Total AUM

$3.9B

QoQ Performance

-1.0%

Positions

2,346

Top 10 Concentration

33.9%

Latest Filing

Q4 2025

Top Holdings Allocation

NVDA

NVDA5.0%

AAPL4.8%

MSFT4.6%

VO3.9%

AMZN2.7%

GOOGL2.6%

VEA2.5%

JPM2.2%

📈 Biggest Buys

SPDR S&P 500 ETF Trust

+288.9%

0.7% of portfolio

ServiceNow Inc

+305.9%

0.4% of portfolio

Vanguard S&P 500 ETF

+222.2%

0.4% of portfolio

Palo Alto Networks Inc

+261.3%

0.3% of portfolio

Vanguard High Dividend Yield ETF

+987.9%

0.2% of portfolio

📉 Biggest Sells

Adobe Inc

-25.5%

0.5% of portfolio

NVIDIA Corp

-2.8%

5.0% of portfolio

Apple Inc

-2.7%

4.8% of portfolio

Microsoft Corp

-2.7%

4.6% of portfolio

Alphabet Inc

-5.6%

1.9% of portfolio

Sector Breakdown

Other42.4%

Technology26.5%

Financial9.0%

Consumer8.2%

Healthcare5.2%

Industrial3.2%

ETF1.5%

Energy1.0%

🚪 Exited Positionssold since Q3 2025

Fiserv Inc

SOLD

$16.8M

CarMax Inc

SOLD

$7.9M

Target Corp

SOLD

$2.5M

Crown Castle Inc

SOLD

$2.2M

Cintas Corp

SOLD

$2.1M

+2160 more exited positions

Changes from Q3 2025

NEW1 new position

↑32 increased

↓167 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

Vanguard Mid-Cap ETF

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