Warther Private Wealth, LLC Diversified Active

Location: Akron, OH

CIK: 0001954551 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 18, 2026

Total Value: $418M (100.0% shares, 0.0% debt)

Holdings (49)

UNH UNITEDHEALTH GROUP INC COM 8.8%
Value $36.8M Shares 111,470 Est. Cost $366.30 Unrealized -7.9%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 8.1%
Value $34.04M Shares 232,259 Est. Cost $91.98 Unrealized
GOOGL ALPHABET INC CAP STK CL A 6.9%
Value $28.84M Shares 92,138 Est. Cost $128.81 Unrealized +121.7%
AMZN AMAZON COM INC COM 5.2%
Value $21.67M Shares 93,893 Est. Cost $186.89 Unrealized +22.4%
NVO NOVO-NORDISK A S ADR 5.1%
Value $21.31M Shares 418,828 Est. Cost $69.66 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 5.1%
Value $21.29M Shares 70,061 Est. Cost $125.79 Unrealized
LLY ELI LILLY & CO COM 4.9%
Value $20.32M Shares 18,904 Est. Cost $697.07 Unrealized +37.1%
ASML ASML HLDG NV N Y REGISTRY SHS 4.8%
Value $19.93M Shares 18,631 Est. Cost $968.86 Unrealized
MELI MERCADOLIBRE INC COM 4.7%
Value $19.69M Shares 9,777 Est. Cost $2253.87 Unrealized -6.8%
SCHW SCHWAB CHARLES CORP COM 4.6%
Value $19.24M Shares 192,527 Est. Cost $63.11 Unrealized +50.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 4.5%
Value $19.01M Shares 513,902 Est. Cost $41.59 Unrealized -13.0%
NU NU HLDGS LTD ORD SHS CL A 4.1%
Value $17.25M Shares 1,030,169 Est. Cost $11.26 Unrealized +42.8%
FICO FAIR ISAAC CORP COM 4.0%
Value $16.66M Shares 9,854 Est. Cost $1503.82 Unrealized +14.5%
EL LAUDER ESTEE COS INC CL A 3.8%
Value $15.82M Shares 151,117 Est. Cost $88.48 Unrealized +9.4%
UBER UBER TECHNOLOGIES INC COM 3.8%
Value $15.82M Shares 193,592 Est. Cost $65.88 Unrealized +36.7%
FTNT FORTINET INC COM 3.5%
Value $14.84M Shares 186,915 Est. Cost $78.68 Unrealized +5.4%
FISV FISERV INC COM 3.3%
Value $13.86M Shares 206,395 Est. Cost $140.97 Unrealized -40.5%
AVGO BROADCOM INC COM 2.7%
Value $11.45M Shares 33,072 Est. Cost $213.43 Unrealized +67.3%
XOM EXXON MOBIL CORP COM 2.1%
Value $8.612M Shares 71,565 Est. Cost $115.49 Unrealized 0.0%
NFLX NETFLIX INC. COM 2.0%
Value $8.164M Shares 87,071 Est. Cost $107.81 Unrealized 0.0%
AAPL APPLE INC COM 1.3%
Value $5.574M Shares 20,501 Est. Cost $139.06 Unrealized +93.0%
NVDA NVIDIA CORPORATION COM 1.1%
Value $4.76M Shares 25,523 Est. Cost $93.20 Unrealized +99.7%
VST VISTRA CORP COM 1.0%
Value $4.106M Shares 25,450 Est. Cost $148.62 Unrealized +22.4%
MSFT MICROSOFT CORP COM 0.9%
Value $3.56M Shares 7,362 Est. Cost $272.94 Unrealized +83.4%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value $1.757M Shares 5,598 Est. Cost $132.16 Unrealized +116.7%
MCK MCKESSON CORP COM 0.4%
Value $1.504M Shares 1,833 Est. Cost $754.44 Unrealized +8.1%
VOO VANGUARD S&P 500 ETF 0.3%
Value $1.382M Shares 2,203 Est. Cost $544.32 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value $1.041M Shares 2,813 Est. Cost $154.78 Unrealized +130.6%
CAT CATERPILLAR INC COM 0.2%
Value $998K Shares 1,742 Est. Cost $425.48 Unrealized +30.6%
V VISA INC COM CL A 0.2%
Value $987K Shares 2,815 Est. Cost $261.73 Unrealized +30.1%
ORCL ORACLE CORP COM 0.2%
Value $734K Shares 3,765 Est. Cost $128.30 Unrealized +85.5%
HD HOME DEPOT INC COM 0.1%
Value $610K Shares 1,772 Est. Cost $340.24 Unrealized +7.2%
COST COSTCO WHOLESALE CORPORATION COM 0.1%
Value $588K Shares 682 Est. Cost $788.36 Unrealized +14.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $574K Shares 1,013 Est. Cost $402.74 Unrealized +32.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value $550K Shares 1,094 Est. Cost $313.33 Unrealized +58.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $516K Shares 903 Est. Cost $418.22 Unrealized +33.6%
SSO PROSHARES ULTRA S&P 500 0.1%
Value $506K Shares 8,740 Est. Cost $70.26 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value $501K Shares 2,699 Est. Cost $192.86 Unrealized -3.3%
AMAT APPLIED MATLS INC COM 0.1%
Value $490K Shares 1,908 Est. Cost $211.26 Unrealized +13.4%
JPM JPMORGAN CHASE & CO COM 0.1%
Value $459K Shares 1,423 Est. Cost $164.74 Unrealized +87.9%
SAP SAP SE SPON ADR 0.1%
Value $399K Shares 1,642 Est. Cost $204.12 Unrealized
RTX RTX CORPORATION COM 0.1%
Value $371K Shares 2,025 Est. Cost $103.44 Unrealized +67.6%
MS MORGAN STANLEY COM NEW 0.1%
Value $363K Shares 2,043 Est. Cost $93.06 Unrealized +78.9%
R RYDER SYS INC COM 0.1%
Value $329K Shares 1,720 Est. Cost $120.74 Unrealized +48.8%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value $311K Shares 800 Est. Cost $282.18 Unrealized +33.0%
EMR EMERSON ELEC CO COM 0.1%
Value $270K Shares 2,036 Est. Cost $113.77 Unrealized +16.3%
FCX FREEPORT MCMORAN INC CL B 0.1%
Value $244K Shares 4,797 Est. Cost $43.31 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.1%
Value $228K Shares 3,099 Est. Cost $71.76 Unrealized
PROP PRAIRIE OPER CO COM 0.0%
Value $26,195 Shares 15,500 Est. Cost $2.85 Unrealized -36.1%