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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACN ACCENTURE PLC IRELAND Technology 3,585.0 $962K 0.07% $268.30 -33.7%
102 VGT VANGUARD WORLD FD 1,245.0 $938K 0.07% -506.0 -28.9% $753.78 -84.8%
103 ASML ASML HOLDING N V Technology 871.0 $932K 0.07% -441.0 -33.6% $1069.86 +48.8%
104 NFLX NETFLIX INC Communication Services 9,488.0 $890K 0.06% +9K +936.9% $93.76 -4.8%
105 BA BOEING CO Industrials 3,990.0 $866K 0.06% +81.0 +2.1% $217.12 +1.1%
106 COP CONOCOPHILLIPS Energy 9,100.0 $852K 0.06% -300.0 -3.2% $93.61 +28.8%
107 IBM INTERNATIONAL BUSINESS MACHS Technology 2,760.0 $818K 0.06% $296.21 -14.6%
108 BITB BITWISE BITCOIN ETF TR Financial Services 17,150.0 $816K 0.06% NEW $47.56 -11.4%
109 XLK SELECT SECTOR SPDR TR 5,634.0 $811K 0.06% +3K +100.0% $143.97 +24.1%
110 ISRG INTUITIVE SURGICAL INC Healthcare 1,402.0 $794K 0.06% $566.36 -22.3%
111 GSST GOLDMAN SACHS ETF TR 15,100.0 $762K 0.05% -8K -33.2% $50.47 +0.0%
112 NXPI NXP SEMICONDUCTORS N V Technology 3,508.0 $761K 0.05% -1K -26.5% $217.06 +37.9%
113 ANET ARISTA NETWORKS INC Technology 5,762.0 $755K 0.05% -160.0 -2.7% $131.03 +13.4%
114 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.05% $754800.00
115 GILD GILEAD SCIENCES INC Healthcare 6,000.0 $736K 0.05% $122.74 +6.3%
116 XOM EXXON MOBIL CORP Energy 6,075.0 $731K 0.05% -978.0 -13.9% $120.34 +29.9%
117 IJH ISHARES TR 9,898.0 $653K 0.05% $66.00 +10.5%
118 GSEW GOLDMAN SACHS ETF TR 7,040.0 $599K 0.04% -6K -46.0% $85.12 +7.0%
119 BAC BANK AMERICA CORP Financial Services 10,815.0 $595K 0.04% $55.00 -6.4%
120 CAT CATERPILLAR INC Industrials 1,027.0 $588K 0.04% $572.87 +51.2%
Page 6 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%