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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NNE NANO NUCLEAR ENERGY INC Industrials 61,030.0 $1.3M 0.09% +48K +365.9% $21.14 -10.8%
22 LRCX LAM RESEARCH CORP Technology 2,970.0 $1.3M 0.09% +1K +63.2% $433.33 -27.5%
23 VGT VANGUARD WORLD FD 9,960.0 $1.2M 0.09% +9K +700.0% $119.52 -0.9%
24 XOM EXXON MOBIL CORP Energy 6,815.0 $932K 0.07% +740.0 +12.2% $136.72 +20.8%
25 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,873.0 $930K 0.07% +638.0 +51.7% $496.73 +10.3%
26 KLAC KLA CORP Technology 3,000.0 $905K 0.07% +3K +900.0% $301.71 -39.0%
27 NFLX NETFLIX INC. Communication Services 11,189.0 $799K 0.06% +2K +17.9% $71.40 +11.5%
28 OKLO OKLO INC Utilities 13,000.0 $680K 0.05% +7K +116.7% $52.33 -19.6%
29 BAC BANK OF AMER CORP Financial Services 11,565.0 $659K 0.05% +750.0 +6.9% $56.98 +8.3%
30 ISRG INTUITIVE SURGICAL INC Healthcare 1,577.0 $627K 0.04% +175.0 +12.5% $397.68 -4.7%
31 IWD ISHARES TR 2,130.0 $516K 0.04% +621.0 +41.1% $242.43 +6.1%
32 ACN ACCENTURE PLC IRELAND Technology 3,994.0 $497K 0.04% +409.0 +11.4% $124.44 +48.9%
33 VO VANGUARD INDEX FDS 4,752.0 $383K 0.03% +4K +300.0% $80.57 +3.0%
34 EOG EOG RES INC Energy 2,950.0 $383K 0.03% +378.0 +14.7% $129.73 +18.0%
35 TT TRANE TECHNOLOGIES PLC Industrials 720.0 $354K 0.03% +100.0 +16.1% $491.16 -7.7%
36 SBUX STARBUCKS CORP Consumer Cyclical 2,878.0 $294K 0.02% +426.0 +17.4% $102.19 +4.8%
37 UBER UBER TECHNOLOGIES INC Technology 4,059.0 $293K 0.02% +1K +56.6% $72.16 +9.2%
38 XLF SELECT SECTOR SPDR TR 4,175.0 $224K 0.02% +75.0 +1.8% $53.61 +7.2%
Page 2 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%