MassMutual Private Wealth & Trust, FSB 13F Holdings

CIK 0001103653 · Windsor, CT

As of Sep 30, 2025, MassMutual Private Wealth & Trust, FSB reported 2,398 positions worth $3.7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,073,543$200.3M5.38%
MICROSOFT CORPMSFTTechnology382,294 98.0M5.32%
APPLE INCAAPLTechnology705,260 79.6M4.83%
VANGUARD MID-CAP INDEX FUNDVO—524,143 54.0M4.14%
AMAZON.COM INCAMZNEquity474,083 04.1M2.80%
VANGUARD TAX-MANAGED FUNDSVEA—1,597,778$95.7M2.57%
JPMORGAN CHASE & COJPMFinancial Services278,218$87.8M2.36%
ALPHABET INCGOOGLEquity331,459$80.6M2.17%
META PLATFORMS INCMETACommunication Services100,568$73.9M1.98%
BROADCOM INCAVGOTechnology220,964$72.9M1.96%
ALPHABET INCGOOGEquity246,690$60.1M1.61%
ISHARES MSCI EAFE ETFEFA—581,197$54.3M1.46%
DIMENSIONAL US SMALL CAP ETFDFAS—764,595$52.3M1.41%
VISA INC-CLASS A SHARESVFinancial Services153,194$52.3M1.41%
HOME DEPOT INCHDConsumer Cyclical121,566$49.3M1.32%
ISHARES CORE S&P MID-CAP ETFIJH—752,378$49.1M1.32%
CHEVRON CORPCHVEnergy304,743$47.3M1.27%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services92,743$46.6M1.25%
PROCTER & GAMBLE COPGConsumer Defensive284,785$43.8M1.18%
RTX CORPRTXEquity246,408$41.2M1.11%
ABBVIE INCABBVEquity177,556$41.1M1.10%
WALMART INCWMTConsumer Defensive386,385$39.8M1.07%
MCDONALDS CORPMCDConsumer Cyclical129,838$39.5M1.06%
CISCO SYSTEMS INCCSCOTechnology555,574$38.0M1.02%
JOHNSON & JOHNSONJNJHealthcare201,994$37.5M1.01%