Private Wealth Partners, Llc Portfolio Stock Holdings

Private Wealth Partners, Llc disclosed 178 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.

Report Period
June 30, 2026
No. of Stocks
178
Portfolio Value
$1.4B
Holdings by Sector
Private Wealth Partners, Llc Portfolio Holdings in Q2 2026

169 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology8.43%405,885-22,573-5.27%$117,446,745
NVIDIA CORPORATIONNVDATechnology8.14%566,203-14,125-2.43%$113,291,573
ALPHABET INCGOOGLCommunication Services7.09%276,352-24,472-8.13%$98,759,940
MICROSOFT CORPMSFTTechnology5.02%187,537-13,906-6.90%$69,954,889
AMAZON COM INCAMZNConsumer Cyclical4.54%265,251-11,280-4.08%$63,219,923
ADVANCED MICRO DEVICES INCAMDTechnology4.17%99,988-10,803-9.75%$58,084,029
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services4.14%115,203+14,174+14.03%$57,646,429
VISA INCVFinancial Services3.32%134,690-3,676-2.66%$46,210,823
JPMORGAN CHASE & COJPMFinancial Services3.30%140,251-10,608-7.03%$45,908,294
ALPHABET INCGOOGCommunication Services2.95%116,257-1,621-1.38%$41,077,086
MERCK & CO INCMRKHealthcare2.78%301,750-7,588-2.45%$38,774,891
GOLDMAN SACHS GROUP INCGSFinancial Services2.54%34,925-2,190-5.90%$35,321,712
ABBVIE INCABBVHealthcare2.48%136,981-5,934-4.15%$34,469,972
THERMO FISHER SCIENTIFIC INCTMOHealthcare2.02%56,178-7,107-11.23%$28,165,452
CHEVRON CORPORATIONCVXEnergy1.84%154,717-8,433-5.17%$25,645,874
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.70%25,287-5,625-18.20%$23,655,667
INVESCO QQQ TRQQQOther1.46%27,550-371-1.33%$20,287,878
MCKESSON CORPMCKHealthcare1.45%26,763-3,535-11.67%$20,222,123
QUALCOMM INCQCOMTechnology1.45%108,987-7,749-6.64%$20,139,696
SCHWAB CHARLES CORPSCHWFinancial Services1.32%198,719-5,529-2.71%$18,335,802
JOHNSON & JOHNSONJNJHealthcare1.31%71,949-4,602-6.01%$18,272,869
DANAHER CORP DELDHRHealthcare1.20%87,975-5,876-6.26%$16,757,515
MARVELL TECHNOLOGY INCMRVLTechnology1.09%51,038-7,829-13.30%$15,203,710
PFIZER INCPFEHealthcare1.07%619,840+14,962+2.47%$14,925,747
FORTINET INCFTNTTechnology0.99%90,000--$13,825,800
KKR & CO INCKKRFinancial Services0.83%126,512+17,047+15.57%$11,611,271
FREEPORT MCMORAN INCFCXBasic Materials0.83%183,937-3,895-2.07%$11,567,795
MORGAN STANLEYMSFinancial Services0.77%51,545+209+0.41%$10,774,967
HOME DEPOT INCHDConsumer Cyclical0.76%30,017-6,438-17.66%$10,586,299
STRYKER CORPORATIONSYKHealthcare0.67%29,614-1,456-4.69%$9,323,639
ANALOG DEVICES INCADITechnology0.61%21,417-4,135-16.18%$8,506,190
KINDER MORGAN INC DELKMIEnergy0.57%248,895-6,250-2.45%$7,957,173
MASTERCARD INCORPORATEDMAFinancial Services0.56%15,260-1,070-6.55%$7,837,536
BOSTON SCIENTIFIC CORPBSXHealthcare0.56%182,496-14,590-7.40%$7,788,929
ORACLE CORPORCLTechnology0.51%48,794-7,676-13.59%$7,150,761
J P MORGAN EXCHANGE TRADED FJTEKOther0.48%59,745+35,840+149.93%$6,664,650
TPG INCTPGFinancial Services0.45%155,643-86,967-35.85%$6,311,324
DISNEY WALT CODISCommunication Services0.44%64,375-16,165-20.07%$6,196,136
ELI LILLY & COLLYHealthcare0.38%4,448-227-4.86%$5,335,065
MPLX LPMPLXEnergy0.38%94,400--$5,317,552
STATE STR SPDR S&P 500 ETF TSPYOther0.36%6,755-82-1.20%$5,044,431
BLACKSTONE INCBXFinancial Services0.33%39,050+8,231+26.71%$4,595,066
ENTERPRISE PRODS PARTNERS LEPDEnergy0.31%119,100--$4,378,116
EATON CORP PLCETNOther0.29%9,630-232-2.35%$4,103,536
GOLDMAN SACHS ETF TRGPIXOther0.29%73,054-3,600-4.70%$4,059,611
PALO ALTO NETWORKS INCPANWTechnology0.28%11,502+195+1.72%$3,922,412
INTEL CORPINTCTechnology0.26%25,696-4,334-14.43%$3,587,932
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.25%7,362+806+12.29%$3,515,870
SPDR GOLD TRGLDOther0.25%9,516--$3,505,504
ISHARES TRIVVOther0.25%4,679-15-0.32%$3,504,056
TESLA INCTSLAConsumer Cyclical0.25%8,306-498-5.66%$3,493,504
PEPSICO INCPEPConsumer Defensive0.24%24,551-500-2.00%$3,324,205
LOWES COS INCLOWConsumer Cyclical0.23%14,573-1,802-11.00%$3,213,201
PROCTER & GAMBLE COPGConsumer Defensive0.23%21,782-713-3.17%$3,194,112
MCDONALDS CORPMCDConsumer Cyclical0.20%10,227-374-3.53%$2,764,460
NXP SEMICONDUCTORS N VN6596X109Other0.19%9,458-1,194-11.21%$2,657,982
J P MORGAN EXCHANGE TRADED FJGROOther0.18%26,100-2,600-9.06%$2,573,199
BANK OF AMER CORPBAC.PRNOther0.18%2,000--$2,509,000
BROADCOM INCAVGOTechnology0.18%6,570-922-12.31%$2,481,818
GABELLI DIVID & INCOME TRXGDVXOther0.17%79,859-15,000-15.81%$2,347,855
ADOBE INCADBETechnology0.16%10,857-13,763-55.90%$2,225,902
SALESFORCE INCCRMTechnology0.16%14,086-696-4.71%$2,206,713
AMERICAN EXPRESS COAXPFinancial Services0.16%6,420-3,255-33.64%$2,171,565
WALMART INCWMTConsumer Defensive0.15%18,608-241-1.28%$2,107,542
CAMECO CORPCCJEnergy0.15%20,200--$2,057,572
VANGUARD INDEX FDSVTIOther0.15%5,462--$2,021,158
S&P GLOBAL INCSPGIFinancial Services0.14%4,848-2,568-34.63%$1,974,396
NEXTERA ENERGY INCNEEUtilities0.13%21,343-1,970-8.45%$1,873,275
PHILIP MORRIS INTL INCPMConsumer Defensive0.13%10,298+2,115+25.85%$1,863,011
ENERGY TRANSFER L PETEnergy0.13%96,500--$1,845,080
META PLATFORMS INCMETACommunication Services0.13%3,184-983-23.59%$1,793,697
DUKE ENERGY CORP NEWDUKUtilities0.13%14,013-478-3.30%$1,773,766
OCCIDENTAL PETE CORPOXYEnergy0.12%34,590+320+0.93%$1,680,036
PACER FDS TRQDPLOther0.12%36,950-3,000-7.51%$1,665,337
J P MORGAN EXCHANGE TRADED FJQUAOther0.12%22,309--$1,612,495
GOLDMAN SACHS ETF TRGPIQOther0.11%26,604-596-2.19%$1,577,910
NOVO-NORDISK A SNVOHealthcare0.11%30,735+1,900+6.59%$1,473,436
ABBOTT LABORATORIESABTHealthcare0.10%15,817-550-3.36%$1,435,235
MARRIOTT INTL INC NEWMARConsumer Cyclical0.10%3,819-50-1.29%$1,415,283
VANGUARD INDEX FDSVOOOther0.10%2,048-499-19.59%$1,406,587
FIDELITY COVINGTON TRUSTFDVVOther0.10%22,800--$1,374,612
NANO NUCLEAR ENERGY INCNNEIndustrials0.09%61,030+22,830+59.76%$1,290,174
LAM RESEARCH CORPLRCXOther0.09%2,970-340-10.27%$1,286,990
MICRON TECHNOLOGY INCMUTechnology0.09%1,074-158-12.82%$1,239,273
KROGER COKRConsumer Defensive0.09%21,974--$1,220,216
COLGATE PALMOLIVE COCLConsumer Defensive0.09%13,275-400-2.93%$1,217,052
VANGUARD WORLD FDVGTOther0.09%9,960+8,715+700.00%$1,190,419
VERIZON COMMUNICATIONS INCVZCommunication Services0.08%27,950+55+0.20%$1,183,403
VANECK ETF TRUSTNLROther0.08%10,000--$1,159,800
BAKER HUGHES COMPANYBKREnergy0.08%20,600-27,900-57.53%$1,143,300
ISHARES TRIUSGOther0.08%6,028--$1,133,807
ENTERGY CORP NEWETRUtilities0.08%9,700+250+2.65%$1,114,142
CATERPILLAR INCCATIndustrials0.08%1,007-20-1.95%$1,072,354
SELECT SECTOR SPDR TRXLKOther0.08%5,586--$1,064,245
BANK OF MARIN BANCORPBMRCFinancial Services0.07%36,983--$1,024,429
CIENA CORPCIENTechnology0.07%1,975+1,975+100.00%$968,856
J P MORGAN EXCHANGE TRADED FJEPIOther0.07%17,002-4,636-21.43%$960,245
CADENCE DESIGN SYSTEM INCCDNSTechnology0.07%2,550+2,550+100.00%$957,066
EXXON MOBIL CORPXOMEnergy0.07%6,815+715+11.72%$931,747
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.07%1,873+488+35.23%$930,375
Private Wealth Partners, Llc Options Holdings in Q2 2026

5 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026NVDANVIDIA CorporationPUT34,500$6,903,105
Q2 2026GOOGLAlphabet Inc.PUT7,700$2,751,749
Q2 2026AAPLApple Inc.PUT1,000$289,360
Q2 2026AMZNAmazon.com, Inc.PUT1,000$238,340
Q2 2026AMDAdvanced Micro Devices, Inc.PUT400$232,364

Notional value represents the total exposure of the options position.