Private Wealth Partners, LLC 13F Holdings

CIK 0001335851 · LARKSPUR, CA

As of Sep 30, 2025, Private Wealth Partners, LLC reported 168 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology825,031 53.9M10.98%
APPLE INCAAPLTechnology466,145 18.7M8.46%
MICROSOFT CORPMSFTTechnology205,099 06.2M7.57%
ALPHABET INCGOOGLEquity324,232$78.8M5.62%
AMAZON.COM INCAMZNEquity288,840$63.4M4.52%
VISA INC-CLASS A SHARESVFinancial Services147,697$50.4M3.60%
JPMORGAN CHASE & COJPMFinancial Services156,066$49.2M3.51%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services96,088$48.3M3.44%
ABBVIE INCABBVEquity149,122$34.5M2.46%
GOLDMAN SACHS GROUP INCGSFinancial Services42,366$33.7M2.41%
THERMO FISHER SCIENTIFIC INCTMOHealthcare67,158$32.6M2.32%
ALPHABET INCGOOGEquity132,337$32.2M2.30%
COSTCO WHOLESALE CORPCOSTConsumer Defensive32,748$30.3M2.16%
CHEVRON CORPCHVEnergy179,811$27.9M1.99%
MERCK & CO INCMRKHealthcare318,299$26.7M1.90%
HONEYWELL INTERNATIONAL INCHONIndustrials117,944$24.8M1.77%
MCKESSON CORPMCKHealthcare31,841$24.6M1.75%
INVESCO QQQ TRUST SERIES 1QQQ—40,174$24.1M1.72%
QUALCOMM INCQCOMTechnology125,447$20.9M1.49%
BOSTON SCIENTIFIC CORPBSXHealthcare205,169$20.0M1.43%
ADVANCED MICRO DEVICES INCAMDEquity122,274 9.8M1.41%
DANAHER CORPDHRHealthcare97,828 9.4M1.38%
ADOBE INCADBETechnology53,045 8.7M1.33%
HOME DEPOT INCHDConsumer Cyclical41,677 6.9M1.20%
KKR & CO INCKKRFinancial Services124,495 6.2M1.15%