Alvarez & Marsal Private Wealth Partners, LLC Quant / Systematic

Location: West Palm Beach, FL

CIK: 0002109121 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $712M (100.0% shares, 0.0% debt)

Holdings (177)

SPHQ INVESCO EXCHANGE TRADED FD T 10.1%
Value $71.93M Shares 956,589 Est. Cost $75.08 Unrealized
VTEB VANGUARD MUN BD FDS 10.0%
Value $71.27M Shares 1,428,518 Est. Cost $49.89 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 9.6%
Value $68.11M Shares 104,447 Est. Cost $683.91 Unrealized
QLTY GMO ETF TRUST 8.8%
Value $62.53M Shares 1,725,553 Est. Cost $37.46 Unrealized
QQQ INVESCO QQQ TR 7.8%
Value $55.79M Shares 96,666 Est. Cost $614.31 Unrealized
VOO VANGUARD INDEX FDS 5.8%
Value $41.07M Shares 68,735 Est. Cost $597.55 Unrealized
GOOGL ALPHABET INC 5.1%
Value $36.53M Shares 127,026 Est. Cost $287.65 Unrealized +12.4%
RTX RTX CORPORATION 4.8%
Value $33.93M Shares 175,899 Est. Cost $173.32 Unrealized +13.4%
MSFT MICROSOFT CORP 4.1%
Value $29.1M Shares 78,607 Est. Cost $493.36 Unrealized -11.9%
IVW ISHARES TR 3.9%
Value $27.97M Shares 247,312 Est. Cost $123.26 Unrealized
V VISA INC 3.7%
Value $26.5M Shares 87,674 Est. Cost $340.38 Unrealized -3.3%
GLDM WORLD GOLD TR 3.1%
Value $22.25M Shares 240,000 Est. Cost $85.37 Unrealized
IVE ISHARES TR 2.2%
Value $15.44M Shares 73,110 Est. Cost $212.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value $15.26M Shares 31,850 Est. Cost $497.28 Unrealized -0.8%
IEMG ISHARES INC 1.3%
Value $9.086M Shares 130,265 Est. Cost $69.67 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 1.2%
Value $8.609M Shares 18,141 Est. Cost $305.03 Unrealized +22.4%
AAPL APPLE INC 1.1%
Value $7.787M Shares 30,683 Est. Cost $265.26 Unrealized -0.9%
NVDA NVIDIA CORPORATION 1.1%
Value $7.674M Shares 44,000 Est. Cost $186.44 Unrealized +0.1%
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value $5.957M Shares 92,955 Est. Cost $62.47 Unrealized
IAU ISHARES GOLD TR 0.8%
Value $5.74M Shares 65,110 Est. Cost $88.16 Unrealized
AMZN AMAZON COM INC 0.6%
Value $4.121M Shares 19,787 Est. Cost $227.71 Unrealized -0.4%
AVGO BROADCOM INC 0.5%
Value $3.717M Shares 12,010 Est. Cost $348.70 Unrealized -4.2%
JPM JPMORGAN CHASE & CO 0.4%
Value $2.844M Shares 9,667 Est. Cost $310.60 Unrealized +0.3%
GOOG ALPHABET INC 0.4%
Value $2.59M Shares 9,028 Est. Cost $309.15 Unrealized +4.7%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value $2.449M Shares 50,959 Est. Cost $48.32 Unrealized
META META PLATFORMS INC 0.3%
Value $2.414M Shares 4,220 Est. Cost $660.91 Unrealized -0.8%
IJT ISHARES TR 0.3%
Value $2.185M Shares 15,098 Est. Cost $141.16 Unrealized
LLY ELI LILLY & CO 0.2%
Value $1.592M Shares 1,731 Est. Cost $1001.08 Unrealized +4.6%
IJS ISHARES TR 0.2%
Value $1.578M Shares 13,326 Est. Cost $113.72 Unrealized
TSLA TESLA INC 0.2%
Value $1.535M Shares 4,128 Est. Cost $428.51 Unrealized -0.6%
GLD SPDR GOLD TR 0.2%
Value $1.435M Shares 3,335 Est. Cost $396.31 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.397M Shares 1,651 Est. Cost $932.60 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value $1.29M Shares 7,602 Est. Cost $138.74 Unrealized 0.0%
WMT WALMART INC 0.2%
Value $1.252M Shares 10,046 Est. Cost $112.03 Unrealized +8.9%
MA MASTERCARD INCORPORATED 0.2%
Value $1.229M Shares 2,459 Est. Cost $552.04 Unrealized -2.4%
ABBV ABBVIE INC 0.2%
Value $1.224M Shares 5,626 Est. Cost $225.40 Unrealized -1.3%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $1.182M Shares 1,186 Est. Cost $920.27 Unrealized +4.7%
BND VANGUARD BD INDEX FDS 0.2%
Value $1.153M Shares 15,662 Est. Cost $74.07 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $998K Shares 4,083 Est. Cost $224.17 Unrealized +1.7%
CSCO CISCO SYS INC 0.1%
Value $968K Shares 12,478 Est. Cost $76.67 Unrealized +1.6%
MS MORGAN STANLEY 0.1%
Value $954K Shares 5,798 Est. Cost $168.11 Unrealized +6.9%
NFLX NETFLIX INC. 0.1%
Value $947K Shares 9,850 Est. Cost $99.83 Unrealized -16.0%
ETN EATON CORP PLC 0.1%
Value $819K Shares 2,289 Est. Cost $353.99 Unrealized -0.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $812K Shares 15,016 Est. Cost $53.88 Unrealized
KLAC KLA CORP 0.1%
Value $772K Shares 524 Est. Cost $1272.68 Unrealized +14.9%
AMAT APPLIED MATLS INC 0.1%
Value $735K Shares 2,150 Est. Cost $326.57 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $726K Shares 1,025 Est. Cost $684.39 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value $703K Shares 14,981 Est. Cost $47.08 Unrealized
USB US BANCORP 0.1%
Value $671K Shares 12,768 Est. Cost $56.61 Unrealized +0.0%
HD HOME DEPOT INC 0.1%
Value $655K Shares 1,992 Est. Cost $369.41 Unrealized +2.1%
SNDK SANDISK CORP 0.1%
Value $650K Shares 1,023 Est. Cost $516.50 Unrealized 0.0%
CB CHUBB LTD SWITZ 0.1%
Value $644K Shares 1,971 Est. Cost $299.83 Unrealized +5.5%
MU MICRON TECHNOLOGY INC 0.1%
Value $629K Shares 1,861 Est. Cost $387.04 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $620K Shares 2,219 Est. Cost $348.49 Unrealized -13.6%
CVX CHEVRON CORPORATION 0.1%
Value $610K Shares 2,949 Est. Cost $161.45 Unrealized +6.5%
TTE TOTALENERGIES SE 0.1%
Value $564K Shares 6,199 Est. Cost $71.53 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value $562K Shares 860 Est. Cost $653.21 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $560K Shares 1,761 Est. Cost $275.63 Unrealized +14.7%
CCJ CAMECO CORP 0.1%
Value $559K Shares 5,149 Est. Cost $116.28 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value $549K Shares 11,255 Est. Cost $53.66 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $542K Shares 2,664 Est. Cost $221.70 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value $523K Shares 709 Est. Cost $726.67 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value $519K Shares 2,425 Est. Cost $209.64 Unrealized +7.8%
AIZ ASSURANT INC 0.1%
Value $515K Shares 2,366 Est. Cost $232.16 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value $515K Shares 3,223 Est. Cost $148.80 Unrealized +3.6%
PWR QUANTA SVCS INC 0.1%
Value $514K Shares 936 Est. Cost $439.27 Unrealized +10.7%
BAP CREDICORP LTD 0.1%
Value $511K Shares 1,508 Est. Cost $336.89 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $511K Shares 1,481 Est. Cost $343.14 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value $494K Shares 2,370 Est. Cost $202.93 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value $488K Shares 4,029 Est. Cost $111.98 Unrealized +2.1%
AMGN AMGEN INC 0.1%
Value $487K Shares 1,383 Est. Cost $321.75 Unrealized +8.7%
ANET ARISTA NETWORKS INC 0.1%
Value $486K Shares 3,955 Est. Cost $137.26 Unrealized -1.6%
ORCL ORACLE CORP 0.1%
Value $483K Shares 3,281 Est. Cost $191.41 Unrealized -11.4%
VLO VALERO ENERGY CORP 0.1%
Value $477K Shares 1,929 Est. Cost $168.83 Unrealized +12.6%
T AT&T INC 0.1%
Value $472K Shares 16,272 Est. Cost $25.75 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value $468K Shares 943 Est. Cost $427.28 Unrealized +7.7%
VRT VERTIV HOLDINGS CO 0.1%
Value $467K Shares 1,863 Est. Cost $173.58 Unrealized +15.1%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $462K Shares 5,586 Est. Cost $83.75 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $449K Shares 2,802 Est. Cost $199.13 Unrealized -13.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $446K Shares 967 Est. Cost $530.78 Unrealized -1.8%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $445K Shares 1,068 Est. Cost $413.59 Unrealized +2.1%
COF CAPITAL ONE FINL CORP 0.1%
Value $441K Shares 2,418 Est. Cost $222.41 Unrealized +0.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $440K Shares 3,008 Est. Cost $154.17 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value $435K Shares 4,801 Est. Cost $89.46 Unrealized
BN BROOKFIELD CORP 0.1%
Value $434K Shares 10,723 Est. Cost $46.68 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value $433K Shares 1,523 Est. Cost $318.19 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value $432K Shares 1,770 Est. Cost $184.70 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value $430K Shares 5,406 Est. Cost $87.37 Unrealized +3.0%
SONY SONY GROUP CORP 0.1%
Value $428K Shares 20,667 Est. Cost $20.70 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $426K Shares 625 Est. Cost $673.66 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value $426K Shares 2,280 Est. Cost $233.82 Unrealized -7.7%
IWD ISHARES TR 0.1%
Value $420K Shares 1,967 Est. Cost $210.34 Unrealized
GSK GSK PLC 0.1%
Value $416K Shares 7,465 Est. Cost $55.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $415K Shares 1,711 Est. Cost $283.93 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.1%
Value $408K Shares 2,822 Est. Cost $151.20 Unrealized +0.4%
PM PHILIP MORRIS INTL INC 0.1%
Value $404K Shares 2,419 Est. Cost $175.91 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $388K Shares 869 Est. Cost $439.05 Unrealized +6.5%
BLK BLACKROCK INC 0.1%
Value $386K Shares 401 Est. Cost $1093.03 Unrealized +0.4%
COP CONOCOPHILLIPS 0.1%
Value $381K Shares 2,883 Est. Cost $102.65 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value $379K Shares 889 Est. Cost $473.30 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.1%
Value $368K Shares 4,060 Est. Cost $94.63 Unrealized 0.0%
QUAL ISHARES TR 0.1%
Value $366K Shares 1,909 Est. Cost $198.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $366K Shares 743 Est. Cost $567.03 Unrealized +1.3%
APH AMPHENOL CORP 0.1%
Value $361K Shares 2,848 Est. Cost $146.40 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value $354K Shares 4,618 Est. Cost $74.06 Unrealized +0.9%
IWN ISHARES TR 0.0%
Value $345K Shares 1,819 Est. Cost $181.21 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $341K Shares 1,795 Est. Cost $220.89 Unrealized +1.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $336K Shares 1,243 Est. Cost $319.08 Unrealized -3.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $332K Shares 851 Est. Cost $509.22 Unrealized -15.3%
LOW LOWES COS INC 0.0%
Value $331K Shares 1,402 Est. Cost $271.50 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value $331K Shares 379 Est. Cost $736.93 Unrealized 0.0%
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value $325K Shares 4,992 Est. Cost $65.09 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $325K Shares 3,495 Est. Cost $87.17 Unrealized 0.0%
EFV ISHARES TR 0.0%
Value $322K Shares 4,334 Est. Cost $71.41 Unrealized
MCD MCDONALDS CORP 0.0%
Value $314K Shares 1,010 Est. Cost $317.25 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $312K Shares 2,980 Est. Cost $167.65 Unrealized -27.7%
PGR PROGRESSIVE CORP 0.0%
Value $307K Shares 1,548 Est. Cost $206.69 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $298K Shares 493 Est. Cost $600.88 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $296K Shares 1,219 Est. Cost $327.56 Unrealized -11.5%
TRGP TARGA RES CORP 0.0%
Value $296K Shares 1,180 Est. Cost $201.70 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $295K Shares 1,216 Est. Cost $243.32 Unrealized 0.0%
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value $293K Shares 4,053 Est. Cost $73.30 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $291K Shares 4,050 Est. Cost $81.59 Unrealized -3.5%
ABT ABBOTT LABORATORIES 0.0%
Value $289K Shares 2,818 Est. Cost $117.89 Unrealized -2.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value $289K Shares 3,074 Est. Cost $100.12 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value $289K Shares 977 Est. Cost $289.33 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.0%
Value $288K Shares 423 Est. Cost $650.76 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value $286K Shares 1,443 Est. Cost $253.34 Unrealized -0.0%
HLN HALEON PLC 0.0%
Value $285K Shares 28,464 Est. Cost $10.01 Unrealized
QCOM QUALCOMM INC 0.0%
Value $282K Shares 2,192 Est. Cost $153.90 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value $278K Shares 2,467 Est. Cost $118.12 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value $278K Shares 1,819 Est. Cost $152.75 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $276K Shares 1,979 Est. Cost $138.38 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value $274K Shares 6,198 Est. Cost $46.43 Unrealized 0.0%
CIEN CIENA CORP 0.0%
Value $272K Shares 700 Est. Cost $270.92 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value $267K Shares 1,719 Est. Cost $147.62 Unrealized +4.8%
CMI CUMMINS INC 0.0%
Value $266K Shares 495 Est. Cost $575.50 Unrealized 0.0%
ALC ALCON AG 0.0%
Value $265K Shares 3,520 Est. Cost $80.48 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $258K Shares 762 Est. Cost $304.69 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $258K Shares 2,790 Est. Cost $94.98 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value $254K Shares 184 Est. Cost $1196.06 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value $252K Shares 833 Est. Cost $356.17 Unrealized 0.0%
UL UNILEVER PLC 0.0%
Value $250K Shares 4,354 Est. Cost $57.52 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $250K Shares 4,987 Est. Cost $43.82 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value $249K Shares 508 Est. Cost $495.33 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $249K Shares 777 Est. Cost $355.33 Unrealized 0.0%
TSPA T ROWE PRICE ETF INC 0.0%
Value $249K Shares 6,089 Est. Cost $42.78 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $247K Shares 869 Est. Cost $209.99 Unrealized -0.1%
MCK MCKESSON CORP 0.0%
Value $246K Shares 284 Est. Cost $875.46 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value $244K Shares 2,070 Est. Cost $122.44 Unrealized +7.3%
C CITIGROUP INC 0.0%
Value $244K Shares 2,151 Est. Cost $105.05 Unrealized +10.6%
DE DEERE & CO 0.0%
Value $242K Shares 429 Est. Cost $551.35 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value $240K Shares 57 Est. Cost $4781.74 Unrealized 0.0%
AZO AUTOZONE INC 0.0%
Value $240K Shares 71 Est. Cost $3625.09 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $237K Shares 3,915 Est. Cost $57.43 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value $237K Shares 2,063 Est. Cost $151.46 Unrealized -7.0%
BWA BORGWARNER INC 0.0%
Value $237K Shares 4,360 Est. Cost $52.31 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value $235K Shares 322 Est. Cost $882.83 Unrealized 0.0%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value $234K Shares 3,400 Est. Cost $65.91 Unrealized
PLD PROLOGIS INC. 0.0%
Value $233K Shares 1,764 Est. Cost $129.05 Unrealized 0.0%
ICF ISHARES TR 0.0%
Value $230K Shares 3,712 Est. Cost $59.67 Unrealized
JBL JABIL INC 0.0%
Value $228K Shares 860 Est. Cost $248.04 Unrealized 0.0%
FN FABRINET 0.0%
Value $228K Shares 438 Est. Cost $492.64 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value $228K Shares 1,010 Est. Cost $213.17 Unrealized +6.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $228K Shares 2,820 Est. Cost $81.08 Unrealized +0.6%
SLB SLB LIMITED 0.0%
Value $223K Shares 4,323 Est. Cost $48.30 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $220K Shares 1,397 Est. Cost $156.56 Unrealized +5.4%
MDT MEDTRONIC PLC 0.0%
Value $218K Shares 2,498 Est. Cost $99.51 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value $213K Shares 895 Est. Cost $213.35 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value $208K Shares 2,162 Est. Cost $109.47 Unrealized -0.0%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $208K Shares 1,581 Est. Cost $126.06 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $207K Shares 426 Est. Cost $497.31 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value $203K Shares 2,390 Est. Cost $84.74 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $202K Shares 2,689 Est. Cost $76.34 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value $202K Shares 3,215 Est. Cost $65.73 Unrealized 0.0%
SAN BANCO SANTANDER SA 0.0%
Value $140K Shares 12,455 Est. Cost $11.28 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $83,291 Shares 10,490 Est. Cost $7.94 Unrealized