What Private Wealth Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1335851 · Filed Aug 3, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 566.2K |
| −2.4% |
| $113.3M |
| 8.1% |
GOOGLAlphabet Inc. | 276.4K | −8.1% | $98.8M | 7% |
MSFTMicrosoft Corp | 187.5K | −6.9% | $70M | 5% |
AMZNAmazon Com Inc | 265.3K | −4.1% | $63.2M | 4.5% |
AMDAdvanced Micro Devices Inc | 100K | −9.8% | $58.1M | 4.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 115.2K | +14.0% | $57.6M | 4.1% |
VVisa Inc. | 134.7K | −2.7% | $46.2M | 3.3% |
JPMJPMorgan Chase & Co | 140.3K | −7.0% | $45.9M | 3.3% |
GOOGAlphabet Inc. | 116.3K | −1.4% | $41.1M | 2.9% |
MRKMerck & Co., Inc. | 301.8K | −2.5% | $38.8M | 2.8% |
GSGoldman Sachs Group Inc | 34.9K | −5.9% | $35.3M | 2.5% |
ABBVAbbVie Inc. | 137K | −4.2% | $34.5M | 2.5% |
TMOThermo Fisher Scientific Inc. | 56.2K | −11.2% | $28.2M | 2% |
CVXChevron Corp | 154.7K | −5.2% | $25.6M | 1.8% |
COSTCostco Wholesale Corp | 25.3K | −18.2% | $23.7M | 1.7% |
SOLSSolstice Advanced Materials Inc. | 236.3K | −0.6% | $20.9M | 1.5% |
QQQInvesco QQQ Trust, Series 1 | 27.6K | −1.3% | $20.3M | 1.4% |
MCKMcKesson Corp | 26.8K | −11.7% | $20.2M | 1.4% |
QCOMQualcomm Inc | 109K | −6.6% | $20.1M | 1.4% |
SCHWSchwab Charles Corp | 198.7K | −2.7% | $18.3M | 1.3% |
JNJJohnson & Johnson | 71.9K | −6.0% | $18.3M | 1.3% |
HONHoneywell International Inc | 75.2K | New | $16.8M | 1.2% |
DHRDanaher Corp | 88K | −6.3% | $16.8M | 1.2% |
HONAHoneywell Aerospace Inc. | 75.5K | New | $16.7M | 1.2% |
MRVLMarvell Technology, Inc. | 51K | −13.3% | $15.2M | 1.1% |
PFEPfizer Inc | 619.8K | +2.5% | $14.9M | 1.1% |
FTNTFortinet, Inc. | 90K | ±0% | $13.8M | 1% |
KKRKKR & Co. Inc. | 126.5K | +15.6% | $11.6M | 0.8% |
FCXFreeport-McMoran Inc | 183.9K | −2.1% | $11.6M | 0.8% |
MSMorgan Stanley | 51.5K | +0.4% | $10.8M | 0.8% |
HDHome Depot, Inc. | 30K | −17.7% | $10.6M | 0.8% |
SYKStryker Corp | 29.6K | −4.7% | $9.3M | 0.7% |
ADIAnalog Devices Inc | 21.4K | −16.2% | $8.5M | 0.6% |
KMIKinder Morgan, Inc. | 248.9K | −2.4% | $8M | 0.6% |
MAMastercard Inc | 15.3K | −6.6% | $7.8M | 0.6% |
BSXBoston Scientific Corp | 182.5K | −7.4% | $7.8M | 0.6% |
ORCLOracle Corp | 48.8K | −13.6% | $7.2M | 0.5% |
| 34.5K | New | $6.9M | 0.5% |
J P MORGAN EXCHANGE TRADED FU S TEC LEA ETF | 59.7K | New | $6.7M | 0.5% |
TPGTPG Inc. | 155.6K | −35.8% | $6.3M | 0.4% |
DISWalt Disney Co | 64.4K | −20.1% | $6.2M | 0.4% |
LLYELI LILLY & Co | 4.4K | −4.9% | $5.3M | 0.4% |
MPLXMPLX LP | 94.4K | ±0% | $5.3M | 0.4% |
SPYSPDR S&P 500 ETF Trust | 6.8K | −1.2% | $5M | 0.4% |
BXBlackstone Inc. | 39.1K | +26.7% | $4.6M | 0.3% |
EPDEnterprise Products Partners L.P. | 119.1K | ±0% | $4.4M | 0.3% |
ETNEaton Corp plc | 9.6K | −2.4% | $4.1M | 0.3% |
GOLDMAN SACHS ETF TRS&P 500 PREMIUM | 73.1K | −4.7% | $4.1M | 0.3% |
PANWPalo Alto Networks Inc | 11.5K | +1.7% | $3.9M | 0.3% |
INTCIntel Corp | 25.7K | −14.4% | $3.6M | 0.3% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 7.4K | +12.3% | $3.5M | 0.3% |
GLDSPDR Gold Trust | 9.5K | ±0% | $3.5M | 0.2% |
ISHARES TRCORE S&P500 ETF | 4.7K | −0.3% | $3.5M | 0.2% |
TSLATesla, Inc. | 8.3K | −5.7% | $3.5M | 0.2% |
PEPPepsiCo Inc | 24.6K | −2.0% | $3.3M | 0.2% |
LOWLowe's Companies Inc | 14.6K | −11.0% | $3.2M | 0.2% |
PGPROCTER & GAMBLE Co | 21.8K | −3.2% | $3.2M | 0.2% |
MCDMcDonald's Corp | 10.2K | −3.5% | $2.8M | 0.2% |
| 7.7K | New | $2.8M | 0.2% |
NXPINXP Semiconductors N.V. | 9.5K | −11.2% | $2.7M | 0.2% |
GOLDMAN SACHS ETF TRTECHN OPPOR ETF | 52.8K | New | $2.6M | 0.2% |
J P MORGAN EXCHANGE TRADED FACTIVE GROWTH | 26.1K | −9.1% | $2.6M | 0.2% |
BANK OF AMER CORP7.25%CNV PFD L | 2K | ±0% | $2.5M | 0.2% |
AVGOBroadcom Inc. | 6.6K | −12.3% | $2.5M | 0.2% |
GDVGabelli Dividend & Income Trust | 79.9K | −15.8% | $2.3M | 0.2% |
ADBEAdobe Inc. | 10.9K | −55.9% | $2.2M | 0.2% |
CRMSalesforce, Inc. | 14.1K | −4.7% | $2.2M | 0.2% |
AXPAmerican Express Co | 6.4K | −33.6% | $2.2M | 0.2% |
WMTWalmart Inc. | 18.6K | −1.3% | $2.1M | 0.2% |
CCJCameco Corp | 20.2K | ±0% | $2.1M | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 5.5K | ±0% | $2M | 0.1% |
SPGIS&P Global Inc. | 4.8K | −34.6% | $2M | 0.1% |
NEENextEra Energy Inc | 21.3K | −8.5% | $1.9M | 0.1% |
PMPhilip Morris International Inc. | 10.3K | +25.8% | $1.9M | 0.1% |
ETEnergy Transfer LP | 96.5K | ±0% | $1.8M | 0.1% |
METAMeta Platforms, Inc. | 3.2K | −23.6% | $1.8M | 0.1% |
DUKDuke Energy CORP | 14K | −3.3% | $1.8M | 0.1% |
OXYOccidental Petroleum Corp | 34.6K | +0.9% | $1.7M | 0.1% |
PACER FDS TRMETAURUS CAP 400 | 37K | −7.5% | $1.7M | 0.1% |
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | 22.3K | ±0% | $1.6M | 0.1% |
GOLDMAN SACHS ETF TRNASDA 100 ETF | 26.6K | New | $1.6M | 0.1% |
NVONovo Nordisk a S | 30.7K | +6.6% | $1.5M | 0.1% |
ABTAbbott Laboratories | 15.8K | −3.4% | $1.4M | 0.1% |
MARMarriott International Inc | 3.8K | −1.3% | $1.4M | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 2K | −19.6% | $1.4M | 0.1% |
FIDELITY COVINGTON TRUSTHIGH DIVID ETF | 22.8K | ±0% | $1.4M | 0.1% |
NNENano Nuclear Energy Inc. | 61K | +59.8% | $1.3M | 0.1% |
LRCXLAM Research Corp | 3K | −10.3% | $1.3M | 0.1% |
MUMicron Technology Inc | 1.1K | −12.8% | $1.2M | 0.1% |
KRKroger Co | 22K | ±0% | $1.2M | 0.1% |
CLColgate Palmolive Co | 13.3K | −2.9% | $1.2M | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 10K | +700.0% | $1.2M | 0.1% |
VZVerizon Communications Inc | 28K | +0.2% | $1.2M | 0.1% |
VANECK ETF TRUSTURANI NUCLE ETF | 10K | New | $1.2M | 0.1% |
BKRBaker Hughes Co | 20.6K | −57.5% | $1.1M | 0.1% |
ISHARES TRCORE S&P US GWT | 6K | ±0% | $1.1M | 0.1% |
ETREntergy Corp | 9.7K | +2.6% | $1.1M | 0.1% |
CATCaterpillar Inc | 1K | −1.9% | $1.1M | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 5.6K | New | $1.1M | 0.1% |
BMRCBank of Marin Bancorp | 37K | ±0% | $1M | 0.1% |
CIENCiena Corp | 2K | New | $968.9K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 17K | −21.4% | $960.2K | 0.1% |
CDNSCadence Design Systems Inc | 2.6K | New | $957.1K | 0.1% |
GOLDMAN SACHS ETF TRGROWT OPPOR ETF | 21.3K | New | $957K | 0.1% |
EXXON MOBIL CORPCOM | 6.8K | +11.7% | $931.7K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 1.9K | +35.2% | $930.4K | 0.1% |
ANETArista Networks, Inc. | 5.4K | −21.0% | $909.2K | 0.1% |
KLACKLA Corp | 3K | +900.0% | $905.1K | 0.1% |
COPConocoPhillips | 8.6K | −1.1% | $894.1K | 0.1% |
ASMLASML Holding NV | 434 | −31.3% | $863.4K | 0.1% |
NFLXNetflix Inc | 11.2K | +17.6% | $798.9K | 0.1% |
GILDGilead Sciences, Inc. | 6K | +0.3% | $760.3K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL A | 1 | ±0% | $748.9K | 0.1% |
MMM3M Co | 4.5K | −50.3% | $720.5K | 0.1% |
NTRSNorthern Trust Corp | 4.1K | ±0% | $708.4K | 0.1% |
OKLOOklo Inc. | 13K | +85.7% | $680.3K | 0.1% |
GOLDMAN SACHS ETF TREQUAL WEIGHT US | 7K | ±0% | $664.7K | 0.1% |
BACBank of America Corp | 11.6K | +15.8% | $659K | 0.1% |
ISRGIntuitive Surgical Inc | 1.6K | +16.8% | $627.1K | 0.1% |
GOLDMAN SACHS ETF TRACTIVEBETA US LG | 4.3K | ±0% | $607.3K | 0.1% |
AWKAmerican Water Works Company, Inc. | 4.6K | −46.5% | $606.6K | 0.1% |
STTState Street Corp | 3.4K | ±0% | $571.6K | 0.1% |
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | 8K | New | $540.6K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 6.9K | −1.5% | $529K | 0.1% |
BLACKROCK ETF TRUSTISHA TECH OP ETF | 12.2K | New | $520K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 2.1K | +41.2% | $516.4K | 0.1% |
ACNAccenture plc | 4K | −33.9% | $497K | 0.1% |
DDominion Energy, Inc | 7.1K | +1.4% | $481.4K | 0.1% |
KMBKimberly Clark Corp | 4.3K | ±0% | $475.9K | 0.1% |
IBMInternational Business Machines Corp | 1.6K | −40.0% | $460.1K | 0.1% |
DELLDell Technologies Inc. | 1.1K | New | $457.8K | 0.1% |
ISHARES TRDOW JONES US ETF | 2.2K | −22.0% | $401K | 0.1% |
CLXClorox Co | 4.2K | −4.5% | $400.8K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 4.8K | +300.0% | $382.9K | 0.1% |
EOGEOG Resources Inc | 3K | ±0% | $382.7K | 0.1% |
TTTrane Technologies plc | 720 | +16.1% | $353.6K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 2.1K | New | $339.3K | 0.1% |
HLTHilton Worldwide Holdings Inc. | 1K | ±0% | $330.5K | 0.1% |
INSMINSMED Inc | 3K | New | $319.9K | 0.1% |
BABoeing Co | 1.4K | −64.7% | $309.8K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 2.6K | New | $305.6K | 0.1% |
BMYBristol Myers Squibb Co | 5.3K | −5.4% | $305.4K | 0.1% |
ADPAutomatic Data Processing Inc | 1.3K | −0.1% | $299K | 0.1% |
GOLDMAN SACHS ETF TRENHANCED US EQTY | 6.6K | ±0% | $298.6K | 0.1% |
SBUXStarbucks Corp | 2.9K | +10.9% | $294.1K | 0.1% |
KEYSKeysight Technologies, Inc. | 840 | ±0% | $294.1K | 0.1% |
UBERUber Technologies, Inc | 4.1K | +33.1% | $292.9K | 0.1% |
| 1K | New | $289.4K | 0.1% |
CEGConstellation Energy Corp | 1.1K | New | $272.5K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL IND | 4.3K | New | $272K | 0.1% |
AEMAgnico Eagle Mines Ltd | 1.7K | ±0% | $266.8K | 0.1% |
ALGNAlign Technology Inc | 1.6K | ±0% | $263.1K | 0.1% |
J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF | 3.2K | ±0% | $254.1K | 0.1% |
VANGUARD WELLINGTON FDUS MOMENTUM | 1K | New | $251.5K | 0.1% |
KOCoca Cola Co | 3K | ±0% | $247.7K | 0.1% |
SMRNUSCALE POWER Corp | 24.7K | −64.9% | $247.4K | 0.1% |
PROSHARES TRSHRT 20+YR TRE | 10K | ±0% | $242.3K | 0.1% |
EXCHANGE TRADED CONCEPTS TRURANG NUCL RE ETF | 3.5K | New | $238.6K | 0.1% |
| 1K | New | $238.3K | 0.1% |
EXPDExpeditors International of Washington Inc | 1.5K | ±0% | $236.3K | 0.1% |
| 400 | New | $232.4K | 0.1% |
GEGeneral Electric Co | 611 | New | $228.3K | 0.1% |
GOLDMAN SACHS ETF TRULTR SHOR BD ETF | 4.5K | New | $227.6K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 1.4K | ±0% | $224.9K | 0.1% |
AMGNAmgen Inc | 620 | ±0% | $224.5K | 0.1% |
REGNRegeneron Pharmaceuticals, Inc. | 360 | −82.8% | $224.5K | 0.1% |
APOApollo Global Management, Inc. | 1.9K | −15.6% | $223.8K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 4.2K | New | $223.8K | 0.1% |
ISHARES TRSELECT DIVID ETF | 1.4K | ±0% | $218.8K | 0.1% |
BXDCBlackstone Digital Infrastructure Trust Inc. | 10K | New | $216.3K | 0.1% |
ISHARES TRMSCI EAFE ETF | 2.1K | New | $213.7K | 0.1% |
GEVGE Vernova Inc. | 180 | New | $211.5K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 1.5K | New | $210.4K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 7.1K | New | $209K | 0.1% |
ISHARES TRMSCI INTL QUALTY | 4.2K | New | $206.5K | 0.1% |
NVSNovartis AG | 1.3K | ±0% | $205.6K | 0.1% |
ISHARES TRU.S. TECH ETF | 810 | New | $204.3K | 0.1% |
BABAAlibaba Group Holding Ltd | 2.1K | New | $204K | 0.1% |
SOSouthern Co | 2.1K | ±0% | $201K | 0.1% |
COFCapital One Financial Corp | 1K | New | $200.6K | 0.1% |
NUNu Holdings Ltd. | 13.9K | ±0% | $185.7K | 0.1% |
PACBPacific Biosciences of California, Inc. | 25K | ±0% | $42K | 0.1% |
