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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM 171 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 35 Added 83 Reduced 13 Exited
Page 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO VANGUARD INDEX FDS 2,563.0 $1.6M 0.11% -45.0 -1.7% $627.13 +8.9%
82 ET ENERGY TRANSFER L P Energy 96,500.0 $1.6M 0.11% +20K +26.1% $16.49 +21.3%
83 MMM 3M CO Industrials 8,950.0 $1.4M 0.10% -606.0 -6.3% $160.10 -5.3%
84 TEK BLACKROCK ETF TRUST 47,700.0 $1.4M 0.10% +10K +25.5% $30.00 +31.7%
85 KR KROGER CO Consumer Defensive 21,974.0 $1.4M 0.10% -2K -7.3% $62.48 +7.3%
86 FDVV FIDELITY COVINGTON TRUST 23,300.0 $1.3M 0.09% +500.0 +2.2% $56.69 +6.1%
87 NVO NOVO-NORDISK A S Healthcare 24,950.0 $1.3M 0.09% +3K +15.3% $50.88 -12.8%
88 NLR VANECK ETF TRUST 10,000.0 $1.2M 0.09% $124.20 +4.6%
89 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,510.0 $1.2M 0.09% -100.0 -1.0% $130.50 -5.1%
90 BAI BLACKROCK ETF TRUST 36,200.0 $1.2M 0.09% NEW $33.30 +42.6%
91 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,869.0 $1.2M 0.09% -265.0 -6.4% $310.24 +19.4%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 14,875.0 $1.2M 0.08% $79.02 +14.5%
93 SMR NUSCALE PWR CORP Utilities 80,720.0 $1.1M 0.08% +45K +128.0% $14.17 -26.7%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 27,949.0 $1.1M 0.08% -807.0 -2.8% $40.73 +17.4%
95 INTC INTEL CORP Technology 30,030.0 $1.1M 0.08% -310.0 -1.0% $36.90 +221.1%
96 JEPI J P MORGAN EXCHANGE TRADED F 19,305.0 $1.1M 0.08% -34K -63.9% $57.24 -2.0%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 6,438.0 $1.0M 0.07% NEW $160.40 +17.6%
98 IUSG ISHARES TR 6,028.0 $1.0M 0.07% +4K +279.6% $167.94 +11.1%
99 PANW PALO ALTO NETWORKS INC Technology 5,418.0 $998K 0.07% -564.0 -9.4% $184.20 +37.3%
100 BMRC BANK MARIN BANCORP Financial Services 36,983.0 $962K 0.07% $26.01 +0.9%
Page 5 of 9  ·  171 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 33.9%
Financial Services 18.1%
Healthcare 17.6%
Communication Services 11.6%
Consumer Cyclical 6.7%
Energy 3.9%
Consumer Defensive 3.1%
Industrials 2.6%
Basic Materials 1.9%
Utilities 0.5%