Private Wealth Partners, LLC Diversified Active

Location: Mill Valley, CA

CIK: 0001335851 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $1.411B (100.0% shares, 0.0% debt)

Holdings (171)

NVDA NVIDIA CORPORATION 9.5%
Value $134M Shares 718,874 Est. Cost $95.51 Unrealized +94.9%
AAPL APPLE INC 8.4%
Value $119M Shares 436,467 Est. Cost $87.09 Unrealized +208.1%
MSFT MICROSOFT CORP 6.9%
Value $97.12M Shares 200,817 Est. Cost $63.98 Unrealized +682.4%
GOOGL ALPHABET INC 6.9%
Value $96.71M Shares 308,982 Est. Cost $106.06 Unrealized +169.3%
AMZN AMAZON COM INC 4.5%
Value $62.85M Shares 272,285 Est. Cost $120.09 Unrealized +90.5%
JPM JPMORGAN CHASE & CO. 3.5%
Value $49.6M Shares 153,932 Est. Cost $55.74 Unrealized +455.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.5%
Value $48.86M Shares 97,213 Est. Cost $227.24 Unrealized +118.9%
V VISA INC 3.4%
Value $48.61M Shares 138,595 Est. Cost $92.78 Unrealized +266.9%
GOOG ALPHABET INC 2.7%
Value $38.43M Shares 122,480 Est. Cost $106.65 Unrealized +168.5%
TMO THERMO FISHER SCIENTIFIC INC 2.6%
Value $36.69M Shares 63,314 Est. Cost $189.13 Unrealized +198.8%
GS GOLDMAN SACHS GROUP INC 2.4%
Value $34.02M Shares 38,700 Est. Cost $192.80 Unrealized +321.9%
MRK MERCK & CO INC 2.3%
Value $32.82M Shares 311,787 Est. Cost $52.48 Unrealized +77.7%
ABBV ABBVIE INC 2.3%
Value $32.61M Shares 142,709 Est. Cost $87.40 Unrealized +160.3%
HON HONEYWELL INTL INC 1.9%
Value $27M Shares 138,412 Est. Cost $181.75 Unrealized +7.3%
COST COSTCO WHSL CORP NEW 1.9%
Value $26.89M Shares 31,177 Est. Cost $196.67 Unrealized +360.5%
CVX CHEVRON CORP NEW 1.8%
Value $25.64M Shares 168,241 Est. Cost $110.88 Unrealized +36.5%
MCK MCKESSON CORP 1.8%
Value $25.06M Shares 30,551 Est. Cost $174.71 Unrealized +366.8%
AMD ADVANCED MICRO DEVICES INC 1.7%
Value $23.99M Shares 112,017 Est. Cost $118.86 Unrealized +89.0%
DHR DANAHER CORPORATION 1.5%
Value $21.75M Shares 95,029 Est. Cost $89.76 Unrealized +144.6%
QCOM QUALCOMM INC 1.5%
Value $20.54M Shares 120,085 Est. Cost $98.50 Unrealized +73.4%
QQQ INVESCO QQQ TR 1.4%
Value $19.63M Shares 31,952 Est. Cost $252.33 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.3%
Value $18.71M Shares 196,224 Est. Cost $25.37 Unrealized +286.4%
ADBE ADOBE INC 1.2%
Value $16.23M Shares 46,384 Est. Cost $258.02 Unrealized +31.8%
JNJ JOHNSON & JOHNSON 1.1%
Value $15.98M Shares 77,207 Est. Cost $131.75 Unrealized +49.5%
SOLS SOLSTICE ADVANCED MATLS INC 1.1%
Value $14.83M Shares 305,213 Est. Cost $47.08 Unrealized 0.0%
PFE PFIZER INC 1.0%
Value $14.36M Shares 576,847 Est. Cost $24.84 Unrealized +0.8%
TPG TPG INC 1.0%
Value $14.23M Shares 222,900 Est. Cost $55.89 Unrealized +5.6%
KKR KKR & CO INC 1.0%
Value $13.98M Shares 109,700 Est. Cost $33.41 Unrealized +272.1%
HD HOME DEPOT INC 0.9%
Value $12.86M Shares 37,386 Est. Cost $162.29 Unrealized +124.6%
SYK STRYKER CORPORATION 0.8%
Value $10.87M Shares 30,929 Est. Cost $167.89 Unrealized +116.5%
SCHW SCHWAB CHARLES CORP 0.8%
Value $10.63M Shares 106,419 Est. Cost $68.81 Unrealized +37.7%
FCX FREEPORT-MCMORAN INC 0.7%
Value $9.689M Shares 190,757 Est. Cost $36.63 Unrealized +18.2%
MS MORGAN STANLEY 0.7%
Value $9.196M Shares 51,798 Est. Cost $83.50 Unrealized +99.4%
DIS DISNEY WALT CO 0.7%
Value $9.19M Shares 80,777 Est. Cost $109.17 Unrealized +0.3%
MA MASTERCARD INCORPORATED 0.6%
Value $8.416M Shares 14,743 Est. Cost $448.06 Unrealized +24.7%
KMI KINDER MORGAN INC DEL 0.5%
Value $7.169M Shares 260,790 Est. Cost $15.67 Unrealized +71.7%
FTNT FORTINET INC 0.5%
Value $7.147M Shares 90,000 Est. Cost $48.26 Unrealized +71.9%
ADI ANALOG DEVICES INC 0.5%
Value $6.96M Shares 25,665 Est. Cost $125.54 Unrealized +99.6%
META META PLATFORMS INC 0.4%
Value $5.989M Shares 9,073 Est. Cost $424.72 Unrealized +57.1%
LLY ELI LILLY & CO 0.4%
Value $5.802M Shares 5,399 Est. Cost $621.28 Unrealized +53.8%
ZTS ZOETIS INC 0.4%
Value $5.566M Shares 44,236 Est. Cost $117.19 Unrealized +11.2%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value $5.124M Shares 60,292 Est. Cost $68.81 Unrealized +27.1%
MPLX MPLX LP 0.4%
Value $5.038M Shares 94,400 Est. Cost $48.70 Unrealized
CRM SALESFORCE INC 0.3%
Value $4.871M Shares 18,389 Est. Cost $187.34 Unrealized +32.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value $4.727M Shares 6,932 Est. Cost $416.12 Unrealized
BX BLACKSTONE INC 0.3%
Value $4.307M Shares 27,944 Est. Cost $51.55 Unrealized +193.8%
ABT ABBOTT LABS 0.3%
Value $4.217M Shares 33,661 Est. Cost $93.69 Unrealized +35.9%
SPGI S&P GLOBAL INC 0.3%
Value $4.156M Shares 7,952 Est. Cost $325.09 Unrealized +52.0%
IVV ISHARES TR 0.3%
Value $4.028M Shares 5,881 Est. Cost $390.04 Unrealized
LOW LOWES COS INC 0.3%
Value $3.943M Shares 16,350 Est. Cost $226.54 Unrealized +5.9%
GLD SPDR GOLD TR 0.3%
Value $3.811M Shares 9,616 Est. Cost $182.57 Unrealized
PEP PEPSICO INC 0.3%
Value $3.791M Shares 26,416 Est. Cost $107.83 Unrealized +35.3%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $3.761M Shares 117,300 Est. Cost $30.96 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.3%
Value $3.651M Shares 69,154 Est. Cost $46.53 Unrealized
ORCL ORACLE CORP 0.3%
Value $3.64M Shares 18,673 Est. Cost $102.34 Unrealized +132.6%
JGRO J P MORGAN EXCHANGE TRADED F 0.2%
Value $3.48M Shares 37,500 Est. Cost $72.04 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $3.331M Shares 23,242 Est. Cost $123.32 Unrealized +19.3%
AXP AMERICAN EXPRESS CO 0.2%
Value $3.182M Shares 8,602 Est. Cost $98.74 Unrealized +261.5%
MCD MCDONALDS CORP 0.2%
Value $3.136M Shares 10,261 Est. Cost $157.15 Unrealized +94.1%
VTI VANGUARD INDEX FDS 0.2%
Value $2.826M Shares 8,430 Est. Cost $168.15 Unrealized
TSLA TESLA INC 0.2%
Value $2.761M Shares 6,140 Est. Cost $197.54 Unrealized +124.4%
GABELLI DIVID & INCOME TR 0.2%
Value $2.613M Shares 94,109 Est. Cost $20.68 Unrealized
BANK AMERICA CORP 0.2%
Value $2.504M Shares 2,000 Est. Cost $1233.94 Unrealized
ETN EATON CORP PLC 0.2%
Value $2.453M Shares 7,700 Est. Cost $341.12 Unrealized +3.9%
SNOW SNOWFLAKE INC 0.2%
Value $2.386M Shares 10,875 Est. Cost $174.65 Unrealized +39.8%
BKR BAKER HUGHES COMPANY 0.2%
Value $2.209M Shares 48,500 Est. Cost $46.01 Unrealized +2.9%
JTEK J P MORGAN EXCHANGE TRADED F 0.2%
Value $2.202M Shares 24,445 Est. Cost $73.88 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.2%
Value $2.197M Shares 41,550 Est. Cost $49.78 Unrealized
WMT WALMART INC 0.2%
Value $2.128M Shares 19,104 Est. Cost $55.29 Unrealized +93.9%
APO APOLLO GLOBAL MGMT INC 0.1%
Value $1.918M Shares 13,252 Est. Cost $127.16 Unrealized +4.3%
GTOP GOLDMAN SACHS ETF TR 0.1%
Value $1.907M Shares 48,252 Est. Cost $39.51 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $1.87M Shares 23,297 Est. Cost $59.42 Unrealized +38.8%
CCJ CAMECO CORP 0.1%
Value $1.848M Shares 20,200 Est. Cost $46.98 Unrealized +91.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.752M Shares 2,270 Est. Cost $678.68 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value $1.749M Shares 5,054 Est. Cost $198.84 Unrealized +79.5%
QDPL PACER FDS TR 0.1%
Value $1.697M Shares 39,950 Est. Cost $29.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.696M Shares 14,473 Est. Cost $72.22 Unrealized +68.3%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.669M Shares 26,409 Est. Cost $52.19 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $1.662M Shares 5,468 Est. Cost $303.89 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value $1.624M Shares 39,485 Est. Cost $53.59 Unrealized -22.5%
VOO VANGUARD INDEX FDS 0.1%
Value $1.607M Shares 2,563 Est. Cost $392.90 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $1.591M Shares 96,500 Est. Cost $18.26 Unrealized
MMM 3M CO 0.1%
Value $1.433M Shares 8,950 Est. Cost $120.75 Unrealized +35.1%
TEK BLACKROCK ETF TRUST 0.1%
Value $1.431M Shares 47,700 Est. Cost $28.13 Unrealized
KR KROGER CO 0.1%
Value $1.373M Shares 21,974 Est. Cost $39.88 Unrealized +63.5%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value $1.321M Shares 23,300 Est. Cost $36.07 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value $1.269M Shares 24,950 Est. Cost $92.86 Unrealized
NLR VANECK ETF TRUST 0.1%
Value $1.242M Shares 10,000 Est. Cost $92.22 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $1.241M Shares 9,510 Est. Cost $54.55 Unrealized +144.2%
BAI BLACKROCK ETF TRUST 0.1%
Value $1.205M Shares 36,200 Est. Cost $33.30 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value $1.2M Shares 3,869 Est. Cost $162.96 Unrealized +75.1%
CL COLGATE PALMOLIVE CO 0.1%
Value $1.175M Shares 14,875 Est. Cost $72.82 Unrealized +7.5%
SMR NUSCALE PWR CORP 0.1%
Value $1.144M Shares 80,720 Est. Cost $28.33 Unrealized +0.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.138M Shares 27,949 Est. Cost $38.12 Unrealized +6.2%
INTC INTEL CORP 0.1%
Value $1.108M Shares 30,030 Est. Cost $23.89 Unrealized +58.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.105M Shares 19,305 Est. Cost $56.36 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $1.033M Shares 6,438 Est. Cost $153.57 Unrealized 0.0%
IUSG ISHARES TR 0.1%
Value $1.012M Shares 6,028 Est. Cost $157.28 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $998K Shares 5,418 Est. Cost $166.14 Unrealized +21.4%
BMRC BANK MARIN BANCORP 0.1%
Value $962K Shares 36,983 Est. Cost $27.50 Unrealized -7.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value $962K Shares 3,585 Est. Cost $270.02 Unrealized -5.9%
VGT VANGUARD WORLD FD 0.1%
Value $938K Shares 1,245 Est. Cost $389.25 Unrealized
ASML ASML HOLDING N V 0.1%
Value $932K Shares 871 Est. Cost $881.17 Unrealized
NFLX NETFLIX INC 0.1%
Value $890K Shares 9,488 Est. Cost $100.90 Unrealized +6.9%
BA BOEING CO 0.1%
Value $866K Shares 3,990 Est. Cost $205.76 Unrealized -0.1%
COP CONOCOPHILLIPS 0.1%
Value $852K Shares 9,100 Est. Cost $109.06 Unrealized -17.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $818K Shares 2,760 Est. Cost $144.19 Unrealized +107.2%
BITB BITWISE BITCOIN ETF TR 0.1%
Value $816K Shares 17,150 Est. Cost $47.56 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $811K Shares 5,634 Est. Cost $163.99 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $794K Shares 1,402 Est. Cost $272.61 Unrealized +95.3%
GSST GOLDMAN SACHS ETF TR 0.1%
Value $762K Shares 15,100 Est. Cost $50.33 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $761K Shares 3,508 Est. Cost $194.68 Unrealized +9.8%
ANET ARISTA NETWORKS INC 0.1%
Value $755K Shares 5,762 Est. Cost $102.84 Unrealized +33.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $755K Shares 1 Est. Cost $729330.75 Unrealized +2.3%
GILD GILEAD SCIENCES INC 0.1%
Value $736K Shares 6,000 Est. Cost $68.34 Unrealized +76.9%
XOM EXXON MOBIL CORP 0.1%
Value $731K Shares 6,075 Est. Cost $71.71 Unrealized +61.0%
IJH ISHARES TR 0.0%
Value $653K Shares 9,898 Est. Cost $92.20 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value $599K Shares 7,040 Est. Cost $71.12 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $595K Shares 10,815 Est. Cost $26.08 Unrealized +101.9%
CAT CATERPILLAR INC 0.0%
Value $588K Shares 1,027 Est. Cost $254.05 Unrealized +118.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $567K Shares 4,280 Est. Cost $92.03 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $560K Shares 4,100 Est. Cost $84.16 Unrealized +55.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $560K Shares 1,235 Est. Cost $368.75 Unrealized +16.9%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value $531K Shares 8,000 Est. Cost $59.68 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $521K Shares 5,168 Est. Cost $116.21 Unrealized -6.7%
MU MICRON TECHNOLOGY INC 0.0%
Value $504K Shares 1,766 Est. Cost $93.22 Unrealized +146.0%
NDAQ NASDAQ INC 0.0%
Value $488K Shares 5,020 Est. Cost $64.86 Unrealized +38.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $484K Shares 5,900 Est. Cost $74.54 Unrealized +4.5%
IYY ISHARES TR 0.0%
Value $468K Shares 2,820 Est. Cost $107.31 Unrealized
CLX CLOROX CO DEL 0.0%
Value $446K Shares 4,420 Est. Cost $136.63 Unrealized -20.8%
STT STATE STR CORP 0.0%
Value $435K Shares 3,370 Est. Cost $74.94 Unrealized +58.7%
OKLO OKLO INC 0.0%
Value $431K Shares 6,000 Est. Cost $111.52 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value $422K Shares 7,200 Est. Cost $50.46 Unrealized +18.4%
KLAC KLA CORP 0.0%
Value $365K Shares 300 Est. Cost $714.90 Unrealized +63.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value $350K Shares 2,264 Est. Cost $132.96 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $345K Shares 1,188 Est. Cost $264.17 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $343K Shares 1,335 Est. Cost $220.01 Unrealized +20.4%
IWD ISHARES TR 0.0%
Value $317K Shares 1,509 Est. Cost $152.26 Unrealized
NNE NANO NUCLEAR ENERGY INC 0.0%
Value $315K Shares 13,100 Est. Cost $38.28 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value $312K Shares 1,820 Est. Cost $84.33 Unrealized +84.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value $311K Shares 2,606 Est. Cost $144.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $302K Shares 5,600 Est. Cost $62.31 Unrealized -23.7%
WYNN WYNN RESORTS LTD 0.0%
Value $302K Shares 2,510 Est. Cost $92.94 Unrealized +32.9%
AEM AGNICO EAGLE MINES LTD 0.0%
Value $292K Shares 1,720 Est. Cost $115.22 Unrealized +45.7%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $287K Shares 1,000 Est. Cost $198.47 Unrealized +37.1%
VLTO VERALTO CORP 0.0%
Value $281K Shares 2,821 Est. Cost $73.75 Unrealized +37.0%
EOG EOG RES INC 0.0%
Value $270K Shares 2,572 Est. Cost $112.04 Unrealized -4.3%
GUSE GOLDMAN SACHS ETF TR 0.0%
Value $268K Shares 6,617 Est. Cost $40.46 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $258K Shares 1,329 Est. Cost $231.88 Unrealized -18.3%
NVS NOVARTIS AG 0.0%
Value $250K Shares 1,812 Est. Cost $113.54 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $244K Shares 1,560 Est. Cost $143.30 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value $242K Shares 1,000 Est. Cost $185.05 Unrealized +20.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $241K Shares 620 Est. Cost $399.67 Unrealized +3.5%
TBF PROSHARES TR 0.0%
Value $241K Shares 10,000 Est. Cost $21.13 Unrealized
AMGN AMGEN INC 0.0%
Value $236K Shares 720 Est. Cost $286.16 Unrealized +10.4%
NU NU HLDGS LTD 0.0%
Value $233K Shares 13,900 Est. Cost $5.07 Unrealized +216.8%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value $230K Shares 3,200 Est. Cost $63.40 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $225K Shares 4,100 Est. Cost $52.37 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $220K Shares 999 Est. Cost $204.67 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $219K Shares 3,750 Est. Cost $76.40 Unrealized -15.1%
SNPS SYNOPSYS INC 0.0%
Value $218K Shares 465 Est. Cost $419.96 Unrealized +5.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $216K Shares 1,450 Est. Cost $135.64 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value $213K Shares 3,052 Est. Cost $64.97 Unrealized +6.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value $212K Shares 2,592 Est. Cost $93.32 Unrealized -3.5%
SBUX STARBUCKS CORP 0.0%
Value $207K Shares 2,452 Est. Cost $93.02 Unrealized -9.6%
VOX VANGUARD WORLD FD 0.0%
Value $205K Shares 1,059 Est. Cost $154.96 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $204K Shares 1,423 Est. Cost $140.95 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value $202K Shares 600 Est. Cost $313.44 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value $46,750 Shares 25,000 Est. Cost $1.92 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.0%
Value $27,625 Shares 65,000 Est. Cost $18.94 Unrealized -6.9%
NVDA NVIDIA CORPORATION 0.0%
Value $9,050 Shares 10,000 Est. Cost $95.51 Unrealized +94.9%