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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADBE ADOBE INC Technology 10,857.0 $2.2M 0.16% -36K -76.6% $205.02 +34.3%
42 CRM SALESFORCE INC Technology 14,086.0 $2.2M 0.16% -4K -23.4% $156.66 +33.5%
43 AXP AMERICAN EXPRESS CO Financial Services 6,420.0 $2.2M 0.15% -2K -25.4% $338.25 -0.7%
44 WMT WALMART INC Consumer Defensive 18,608.0 $2.1M 0.15% -496.0 -2.6% $113.26 -8.4%
45 VTI VANGUARD INDEX FDS 5,462.0 $2.0M 0.14% -3K -35.2% $370.04 +2.2%
46 SPGI S&P GLOBAL INC Financial Services 4,848.0 $2.0M 0.14% -3K -39.0% $407.26 +5.9%
47 NEE NEXTERA ENERGY INC Utilities 21,343.0 $1.9M 0.13% -2K -8.4% $87.77 -4.7%
48 META META PLATFORMS INC Communication Services 3,184.0 $1.8M 0.13% -6K -64.9% $563.35 -2.4%
49 DUK DUKE ENERGY CORP NEW Utilities 14,013.0 $1.8M 0.13% -460.0 -3.2% $126.58 -5.3%
50 OXY OCCIDENTAL PETE CORP Energy 34,590.0 $1.7M 0.12% -5K -12.4% $48.57 +26.2%
51 QDPL PACER FDS TR 36,950.0 $1.7M 0.12% -3K -7.5% $45.07 +2.9%
52 J P MORGAN EXCHANGE TRADED F 22,309.0 $1.6M 0.12% -4K -15.5% $72.28
53 GPIQ GOLDMAN SACHS ETF TR 26,604.0 $1.6M 0.11% -15K -36.0% $59.31 -4.5%
54 ABT ABBOTT LABORATORIES Healthcare 15,817.0 $1.4M 0.10% -18K -53.0% $90.74 +28.5%
55 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,819.0 $1.4M 0.10% -50.0 -1.3% $370.59 -3.8%
56 VOO VANGUARD INDEX FDS 2,048.0 $1.4M 0.10% -515.0 -20.1% $686.81 +2.5%
57 FDVV FIDELITY COVINGTON TRUST 22,800.0 $1.4M 0.10% -500.0 -2.1% $60.29 +4.7%
58 MU MICRON TECHNOLOGY INC Technology 1,074.0 $1.2M 0.09% -692.0 -39.2% $1153.89 -16.2%
59 CL COLGATE PALMOLIVE CO Consumer Defensive 13,275.0 $1.2M 0.09% -2K -10.8% $91.68 -0.7%
60 BKR BAKER HUGHES COMPANY Energy 20,600.0 $1.1M 0.08% -28K -57.5% $55.50 +12.3%
Page 3 of 5  ·  85 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%