Private Wealth Partners, LLC
•CIK: 1335851•Filing: Q4 2025
**Private Wealth Partners, LLC** manages $1.3B across a diversified portfolio of 170 positions. The fund exhibits a significant concentration in mega-cap technology and financial names, notably holding AAPL at $118.7M and MSFT at $97.1M. Further top allocations include GOOGL ($96.7M), AMZN ($62.8M), and JPM ($49.6M). This structure suggests a core investment thesis focused on established market leaders across technology, consumer staples, and financial services.
Total AUM
$1.3B
+ $36.7K in options
QoQ Performance
-8.9%
Positions
143
+ 2 options
Top 10 Concentration
49.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
GOOGL
AAPL9.3%
MSFT7.6%
GOOGL7.6%
AMZN4.9%
JPM3.9%
BRK/B3.8%
V3.8%
GOOG3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology33.8%
Other22.3%
Financial16.1%
Healthcare13.0%
Consumer9.1%
Industrial2.3%
ETF0.8%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW14 new positions
↑38 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023