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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 9 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EXPD EXPEDITORS INTL WASH INC Industrials 1,450.0 $236K 0.02% $162.98 +15.2%
162 AMD PUT ADVANCED MICRO DEVICES INC Technology 400.0 $232K 0.02% NEW $580.91 -18.5%
163 GE GE AEROSPACE Industrials 611.0 $228K 0.02% NEW $373.73 -6.8%
164 GSST GOLDMAN SACHS ETF TR 4,500.0 $228K 0.02% -11K -70.2% $50.58 -0.1%
165 VYM VANGUARD WHITEHALL FDS 1,423.0 $225K 0.02% $158.03 +4.4%
166 AMGN AMGEN INC Healthcare 620.0 $225K 0.02% -100.0 -13.9% $362.12 +21.3%
167 REGN REGENERON PHARMACEUTICALS Healthcare 360.0 $224K 0.02% -2K -84.1% $623.54 +33.8%
168 APOS APOLLO GLOBAL MGMT INC 1,892.0 $224K 0.02% -11K -85.7% $118.31
169 XLF SELECT SECTOR SPDR TR 4,175.0 $224K 0.02% +75.0 +1.8% $53.61 +7.2%
170 DVY ISHARES TR 1,400.0 $219K 0.02% NEW $156.30 +5.0%
171 BLACKSTONE DIGITAL INFRASTRU 10,000.0 $216K 0.01% NEW $21.63
172 EFA ISHARES TR 2,057.0 $214K 0.01% NEW $103.88 +4.2%
173 GEV GE VERNOVA INC Utilities 180.0 $211K 0.01% NEW $1174.86 -18.6%
174 IVW ISHARES TR 1,530.0 $210K 0.01% NEW $137.53 +0.9%
175 SCHX SCHWAB STRATEGIC TR 7,102.0 $209K 0.01% NEW $29.43 +2.6%
176 ISHARES TR 4,168.0 $207K 0.01% NEW $49.55
177 NVS NOVARTIS AG Healthcare 1,312.0 $206K 0.01% -500.0 -27.6% $156.72 +1.4%
178 IYW ISHARES TR 810.0 $204K 0.01% NEW $252.23 -2.0%
179 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,125.0 $204K 0.01% NEW $95.98 +24.3%
180 SO SOUTHERN CO Utilities 2,100.0 $201K 0.01% NEW $95.71 -7.1%
Page 9 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%