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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 J P MORGAN EXCHANGE TRADED F 22,309.0 $1.6M 0.12% -4K -15.5% $72.28
82 GPIQ GOLDMAN SACHS ETF TR 26,604.0 $1.6M 0.11% -15K -36.0% $59.31 -4.5%
83 NVO NOVO-NORDISK A S Healthcare 30,735.0 $1.5M 0.10% +6K +23.2% $47.94 -2.5%
84 ABT ABBOTT LABORATORIES Healthcare 15,817.0 $1.4M 0.10% -18K -53.0% $90.74 +28.5%
85 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,819.0 $1.4M 0.10% -50.0 -1.3% $370.59 -3.8%
86 VOO VANGUARD INDEX FDS 2,048.0 $1.4M 0.10% -515.0 -20.1% $686.81 +2.5%
87 FDVV FIDELITY COVINGTON TRUST 22,800.0 $1.4M 0.10% -500.0 -2.1% $60.29 +4.7%
88 NNE NANO NUCLEAR ENERGY INC Industrials 61,030.0 $1.3M 0.09% +48K +365.9% $21.14 -10.8%
89 LRCX LAM RESEARCH CORP Technology 2,970.0 $1.3M 0.09% +1K +63.2% $433.33 -27.5%
90 MU MICRON TECHNOLOGY INC Technology 1,074.0 $1.2M 0.09% -692.0 -39.2% $1153.89 -16.2%
91 KR KROGER CO Consumer Defensive 21,974.0 $1.2M 0.09% $55.53 +4.3%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 13,275.0 $1.2M 0.09% -2K -10.8% $91.68 -0.7%
93 VGT VANGUARD WORLD FD 9,960.0 $1.2M 0.09% +9K +700.0% $119.52 -0.9%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 27,950.0 $1.2M 0.08% $42.34 +16.8%
95 NLR VANECK ETF TRUST 10,000.0 $1.2M 0.08% $115.98 +3.4%
96 BKR BAKER HUGHES COMPANY Energy 20,600.0 $1.1M 0.08% -28K -57.5% $55.50 +12.3%
97 IUSG ISHARES TR 6,028.0 $1.1M 0.08% $188.09 +0.9%
98 ENTERGY CORP NEW 9,700.0 $1.1M 0.08% NEW $114.86
99 CAT CATERPILLAR INC Industrials 1,007.0 $1.1M 0.08% -20.0 -1.9% $1064.90 -22.3%
100 XLK SELECT SECTOR SPDR TR 5,586.0 $1.1M 0.08% -48.0 -0.8% $190.52 -3.8%
Page 5 of 10  ·  183 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%