Private Wealth Partners, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 177 separate positions held by the firm, managed by Chief Compliance Officer and Chief Operating Officer Michael B. Yongue.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. The largest position is in Apple Inc., where the firm holds 405,830 shares. Other major holdings include Microsoft Corporation with 188,429 shares, NVIDIA Corporation with 559,345 shares, and Alphabet Inc. Class A shares with 273,959 shares.
Significant exposure is also found in the financial sector. The firm holds 139,317 shares of JPMorgan Chase & Co. and 51,384 shares of Morgan Stanley. Additionally, the filing shows a substantial position in Procter & Gamble Co. with 21,711 shares.
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Notable ETF holdings include the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF, and the Invesco QQQ Trust. The filing also lists several sector-specific ETFs, such as the Select Sector SPDR Technology ETF and the Goldman Sachs ETF Trust S&P 500 Premium ETF.
