Massmutual Private Wealth & Trust, Fsb Portfolio Stock Holdings
According to the SEC 13F filed on July 2, 2026, Massmutual Private Wealth & Trust, Fsb disclosed 2391 stock positions valued at approximately $3.87B as of quarter-end June 30, 2026. The largest holdings include Apple Inc, NVIDIA Corp, and Vanguard Mid-Cap ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 2391
- Portfolio Value
- $3.87B
Holdings by Sector
Massmutual Private Wealth & Trust, Fsb Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc | AAPL | Technology | 4.81% | 642,937 | -28,019 | -4.18% | $186,040,250 |
| NVIDIA Corp | NVDA | Technology | 4.76% | 920,098 | -65,285 | -6.63% | $184,102,409 |
| Vanguard Mid-Cap ETF | VO | Other | 3.73% | 1,791,507 | +1,277,118 | +248.28% | $144,341,719 |
| Microsoft Corp | MSFT | Technology | 3.51% | 363,800 | -5,342 | -1.45% | $135,704,676 |
| Vanguard FTSE Developed Markets ETF | VEA | Other | 2.81% | 1,524,095 | -30,566 | -1.97% | $108,591,769 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 2.65% | 430,794 | -16,150 | -3.61% | $102,675,442 |
| Alphabet Inc | GOOGL | Communication Services | 2.58% | 279,354 | -25,108 | -8.25% | $99,832,739 |
| JPMorgan Chase & Co | JPM | Financial Services | 2.23% | 263,591 | +5,711 | +2.21% | $86,281,242 |
| Broadcom INC | AVGO | Technology | 2.08% | 213,408 | -1,995 | -0.93% | $80,614,872 |
| Alphabet Inc | GOOG | Communication Services | 1.95% | 213,484 | -7,364 | -3.33% | $75,430,302 |
| Cisco Systems Inc | CSCO | Technology | 1.55% | 510,618 | -18,841 | -3.56% | $59,977,190 |
| iShares MSCI EAFE ETF | EFA | Other | 1.54% | 574,755 | -32,467 | -5.35% | $59,705,549 |
| Dimensional US Small Cap ETF | DFAS | Other | 1.53% | 719,308 | -16,108 | -2.19% | $59,227,821 |
| Meta Platforms Inc | META | Communication Services | 1.47% | 101,098 | +1,731 | +1.74% | $56,947,492 |
| iShares Core S&P Mid-Cap ETF | IJH | Other | 1.31% | 659,401 | -49,499 | -6.98% | $50,846,411 |
| Visa Inc | V | Financial Services | 1.29% | 145,648 | -2,580 | -1.74% | $49,970,372 |
| Berkshire Hathaway Inc | BRK-B | Financial Services | 1.24% | 96,116 | +5,718 | +6.33% | $48,095,485 |
| Chevron Corp | CVX | Energy | 1.18% | 275,637 | -9,916 | -3.47% | $45,689,589 |
| Johnson & Johnson | JNJ | Healthcare | 1.17% | 178,349 | -6,912 | -3.73% | $45,295,296 |
| Caterpillar Inc | CAT | Industrials | 1.17% | 42,523 | -5,663 | -11.75% | $45,282,743 |
| Vanguard Information Technology ETF | VGT | Other | 1.09% | 351,436 | +304,127 | +642.85% | $42,003,631 |
| AbbVie INC | ABBV | Healthcare | 1.07% | 164,347 | -3,834 | -2.28% | $41,356,279 |
| Home Depot Inc/The | HD | Consumer Cyclical | 1.06% | 116,796 | -1,468 | -1.24% | $41,191,613 |
| Schwab Short-Term U.S. Treasury ETF | SCHO | Other | 1.06% | 1,696,406 | +551,336 | +48.15% | $40,951,241 |
| RTX Corp | RTX | Industrials | 1.02% | 207,927 | -10,515 | -4.81% | $39,449,990 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 1.01% | 405,071 | +26,331 | +6.95% | $39,121,757 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 1.01% | 262,909 | -12,832 | -4.65% | $38,992,034 |
| Walmart Inc | WMT | Consumer Defensive | 0.99% | 339,523 | -15,830 | -4.45% | $38,454,375 |
| SPDR S&P MidCap 400 ETF Trust | MDY | Other | 0.99% | 54,236 | -2,818 | -4.94% | $38,146,348 |
| Procter & Gamble CO/THE | PG | Consumer Defensive | 0.97% | 254,820 | -8,339 | -3.17% | $37,366,805 |
Showing 30 of 2,391 holdings in the latest reporting period.