Massmutual Private Wealth & Trust, Fsb Portfolio Stock Holdings
According to the SEC 13F filed on October 5, 2026, Massmutual Private Wealth & Trust, Fsb disclosed 2336 stock positions valued at approximately $3.79B as of quarter-end September 30, 2026. The largest holdings include Apple Inc, NVIDIA Corp, and Microsoft Corp.
- Report Period
- September 30, 2026
- No. of Stocks
- 2336
- Portfolio Value
- $3.79B
Holdings by Sector
Massmutual Private Wealth & Trust, Fsb Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc | AAPL | Technology | 5.38% | 612,731 | -30,206 | -4.70% | $204,051,678 |
| NVIDIA Corp | NVDA | Technology | 5.31% | 881,514 | -38,584 | -4.19% | $201,320,167 |
| Microsoft Corp | MSFT | Technology | 4.79% | 353,759 | -10,041 | -2.76% | $181,442,991 |
| Vanguard Morningstar Mid-Cap ETF | VO | Other | 3.46% | 1,672,725 | -118,782 | -6.63% | $131,175,095 |
| Vanguard FTSE Developed Markets ETF | VEA | Other | 2.76% | 1,482,965 | -41,130 | -2.70% | $104,712,159 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 2.68% | 408,196 | -22,598 | -5.25% | $101,702,033 |
| Alphabet Inc | GOOGL | Communication Services | 2.40% | 264,010 | -15,344 | -5.49% | $90,840,561 |
| JPMorgan Chase & Co | JPM | Financial Services | 2.20% | 251,739 | -11,852 | -4.50% | $83,282,813 |
| Broadcom INC | AVGO | Technology | 1.88% | 203,116 | -10,292 | -4.82% | $71,332,308 |
| Meta Platforms Inc | META | Communication Services | 1.88% | 98,111 | -2,987 | -2.95% | $71,148,135 |
| Alphabet Inc | GOOG | Communication Services | 1.85% | 206,291 | -7,193 | -3.37% | $70,291,595 |
| iShares MSCI EAFE ETF | EFA | Other | 1.56% | 568,002 | -6,753 | -1.17% | $59,009,728 |
| Dimensional US Small Cap ETF | DFAS | Other | 1.43% | 699,167 | -20,141 | -2.80% | $54,129,509 |
| Chevron Corp | CVX | Energy | 1.41% | 260,994 | -14,643 | -5.31% | $53,297,585 |
| Cisco Systems Inc | CSCO | Technology | 1.37% | 482,011 | -28,607 | -5.60% | $51,878,844 |
| Visa Inc | V | Financial Services | 1.32% | 139,037 | -6,611 | -4.54% | $49,960,165 |
| Berkshire Hathaway Inc | BRK-B | Financial Services | 1.24% | 94,606 | -1,510 | -1.57% | $47,109,058 |
| iShares Core S&P Mid-Cap ETF | IJH | Other | 1.20% | 630,548 | -28,853 | -4.38% | $45,367,929 |
| Johnson & Johnson | JNJ | Healthcare | 1.19% | 170,950 | -7,399 | -4.15% | $45,257,303 |
| Vanguard Information Technology ETF | VGT | Other | 1.15% | 347,000 | -4,436 | -1.26% | $43,607,490 |
| AbbVie INC | ABBV | Healthcare | 1.08% | 155,837 | -8,510 | -5.18% | $40,765,401 |
| Schwab Short-Term U.S. Treasury ETF | SCHO | Other | 1.07% | 1,695,337 | -1,069 | -0.06% | $40,450,741 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 1.05% | 411,357 | +6,286 | +1.55% | $39,852,266 |
| Palo Alto Networks Inc | PANW | Technology | 0.98% | 93,880 | -5,091 | -5.14% | $37,299,463 |
| RTX Corp | RTX | Industrials | 0.97% | 197,968 | -9,959 | -4.79% | $36,752,759 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 0.92% | 256,815 | -6,094 | -2.32% | $34,937,113 |
| Procter & Gamble CO/THE | PG | Consumer Defensive | 0.92% | 240,132 | -14,688 | -5.76% | $34,886,377 |
| Thermo Fisher Scientific Inc | TMO | Healthcare | 0.90% | 50,766 | -1,348 | -2.59% | $34,269,588 |
| Walmart Inc | WMT | Consumer Defensive | 0.90% | 327,374 | -12,149 | -3.58% | $34,020,706 |
| SPDR S&P MidCap 400 ETF Trust | MDY | Other | 0.89% | 51,162 | -3,074 | -5.67% | $33,598,597 |
Showing 30 of 2,336 holdings in the latest reporting period.