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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  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES TR 2,057.0 $214K 0.01% NEW $103.88 +4.2%
22 GEV GE VERNOVA INC Utilities 180.0 $211K 0.01% NEW $1174.86 -18.6%
23 IVW ISHARES TR 1,530.0 $210K 0.01% NEW $137.53 +0.9%
24 SCHX SCHWAB STRATEGIC TR 7,102.0 $209K 0.01% NEW $29.43 +2.6%
25 ISHARES TR 4,168.0 $207K 0.01% NEW $49.55
26 IYW ISHARES TR 810.0 $204K 0.01% NEW $252.23 -2.0%
27 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,125.0 $204K 0.01% NEW $95.98 +24.3%
28 SO SOUTHERN CO Utilities 2,100.0 $201K 0.01% NEW $95.71 -7.1%
Page 2 of 2  ·  28 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%