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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 8 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BA BOEING CO Industrials 1,431.0 $310K 0.02% -3K -64.1% $216.47 -1.0%
142 XLY SELECT SECTOR SPDR TR 2,606.0 $306K 0.02% $117.28 +0.6%
143 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,300.0 $305K 0.02% -300.0 -5.4% $57.62 +16.3%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,335.0 $299K 0.02% $223.95 +25.4%
145 GUSE GOLDMAN SACHS ETF TR 6,617.0 $299K 0.02% $45.13 +1.3%
146 SBUX STARBUCKS CORP Consumer Cyclical 2,878.0 $294K 0.02% +426.0 +17.4% $102.19 +4.8%
147 KEYS KEYSIGHT TECHNOLOGIES INC Technology 840.0 $294K 0.02% NEW $350.07 -9.7%
148 UBER UBER TECHNOLOGIES INC Technology 4,059.0 $293K 0.02% +1K +56.6% $72.16 +9.2%
149 AAPL PUT APPLE INC Technology 1,000.0 $289K 0.02% NEW $289.36 +6.9%
150 CEG CONSTELLATION ENERGY CORP Utilities 1,097.0 $272K 0.02% NEW $248.37 +9.9%
151 RSPN INVESCO EXCHANGE TRADED FD T 4,250.0 $272K 0.02% NEW $64.00 -1.1%
152 AEM AGNICO EAGLE MINES LTD Basic Materials 1,720.0 $267K 0.02% $155.13 +39.3%
153 ALGN ALIGN TECHNOLOGY INC Healthcare 1,560.0 $263K 0.02% $168.66 -3.6%
154 JAVA J P MORGAN EXCHANGE TRADED F 3,200.0 $254K 0.02% $79.41 +4.5%
155 VFMO VANGUARD WELLINGTON FD 1,008.0 $252K 0.02% NEW $249.51 -6.8%
156 KO COCA COLA CO Consumer Defensive 3,048.0 $248K 0.02% $81.27 +12.1%
157 SMR NUSCALE PWR CORP Utilities 24,670.0 $247K 0.02% -56K -69.4% $10.03 -6.3%
158 TBF PROSHARES TR 10,000.0 $242K 0.02% $24.23 +5.3%
159 NUKZ EXCHANGE TRADED CONCEPTS TRU 3,500.0 $239K 0.02% NEW $68.16 -3.3%
160 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $238K 0.02% NEW $238.34 +8.5%
Page 8 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%