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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM 183 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 38 Added 85 Reduced 16 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 115,203.0 $57.6M 4.11% +18K +18.5% $500.39
2 SCHW SCHWAB CHARLES CORP Financial Services 198,719.0 $18.3M 1.31% +92K +86.7% $92.27 +21.7%
3 PFE PFIZER INC Healthcare 619,840.0 $14.9M 1.06% +43K +7.5% $24.08 +16.6%
4 KKR KKR & CO INC 126,512.0 $11.6M 0.83% +17K +15.3% $91.78
5 MA MASTERCARD INCORPORATED Financial Services 15,260.0 $7.8M 0.56% +517.0 +3.5% $513.60 +13.1%
6 ORCL ORACLE CORP Technology 48,794.0 $7.2M 0.51% +30K +161.3% $146.55 -0.1%
7 NVDA PUT NVIDIA CORPORATION Technology 34,500.0 $6.9M 0.49% +24K +245.0% $200.09 +7.3%
8 JTEK J P MORGAN EXCHANGE TRADED F 59,745.0 $6.7M 0.47% +35K +144.4% $111.55 -10.4%
9 BX BLACKSTONE INC Financial Services 39,050.0 $4.6M 0.33% +11K +39.7% $117.67 +21.8%
10 EPD ENTERPRISE PRODS PARTNERS L 119,100.0 $4.4M 0.31% +2K +1.5% $36.76
11 ETN EATON CORP PLC Industrials 9,630.0 $4.1M 0.29% +2K +25.1% $426.12 -1.6%
12 GPIX GOLDMAN SACHS ETF TR 73,054.0 $4.1M 0.29% +4K +5.6% $55.57 +0.9%
13 PANW PALO ALTO NETWORKS INC Technology 11,502.0 $3.9M 0.28% +6K +112.3% $341.02 +4.9%
14 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,362.0 $3.5M 0.25% +2K +34.6% $477.57 -12.3%
15 TSLA TESLA INC Consumer Cyclical 8,306.0 $3.5M 0.25% +2K +35.3% $420.60 -13.7%
16 NXPI NXP SEMICONDUCTORS N V Technology 9,458.0 $2.7M 0.19% +6K +169.6% $281.03 -19.7%
17 GTOP GOLDMAN SACHS ETF TR 52,752.0 $2.6M 0.19% +4K +9.3% $49.79 -3.2%
18 AVGO BROADCOM INC Technology 6,570.0 $2.5M 0.18% +2K +30.0% $377.75 -2.5%
19 PM PHILIP MORRIS INTL INC Consumer Defensive 10,298.0 $1.9M 0.13% +4K +60.0% $180.91 +4.0%
20 NVO NOVO-NORDISK A S Healthcare 30,735.0 $1.5M 0.10% +6K +23.2% $47.94 -2.5%
Page 1 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 18.1%
Healthcare 17.0%
Communication Services 9.2%
Consumer Cyclical 7.2%
Energy 4.0%
Consumer Defensive 3.2%
Basic Materials 2.8%
Industrials 0.7%
Utilities 0.5%