Filed: 7/9/2025ACC: 0000950123-25-006218
📋 What this filing means
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB filed this quarterly 13F‑HR report disclosing 2375 equity positions with a total reported market value of $3.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2375
Positions
$3.75B
Total AUM (reported)
31.25M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.69B71.6%
EXCHANGE TRADED FUND$1.04B27.6%
CLOSED-END REIT$26.15M0.7%
CLOSED-END FUND$1.24M0.0%
CLOSED-END SECURITIES FUND$36.000.0%
Portfolio Concentration
Top 3$517.31M13.8%
4–10$640.46M17.1%
11–25$666.03M17.7%
Rest$1.93B51.4%
Top 3 weight
13.8%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 31.25M
Sole
Full voting authority
31.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2375
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2375
Rows:
Microsoft CORP
SOLEShares390.27K
TypeSH
Market value$194.12M
5.17%
Sole
390.27K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares1.11M
TypeSH
Market value$175.82M
4.68%
Sole
1.11M
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares526.62K
TypeSH
Market value$147.36M
3.93%
Sole
526.62K
Shared
0.00
None
0.00
Apple Inc
SOLEShares711.88K
TypeSH
Market value$146.06M
3.89%
Sole
711.88K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares482.94K
TypeSH
Market value$105.95M
2.82%
Sole
482.94K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.58M
TypeSH
Market value$90.12M
2.40%
Sole
1.58M
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares290.89K
TypeSH
Market value$84.33M
2.25%
Sole
290.89K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares1.18M
TypeSH
Market value$75.41M
2.01%
Sole
1.18M
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares101.09K
TypeSH
Market value$74.61M
1.99%
Sole
101.09K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares363.03K
TypeSH
Market value$63.98M
1.70%
Sole
363.03K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares221.36K
TypeSH
Market value$61.02M
1.63%
Sole
221.36K
Shared
0.00
None
0.00
Visa INC
SOLEShares156.19K
TypeSH
Market value$55.46M
1.48%
Sole
156.19K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares593.39K
TypeSH
Market value$53.04M
1.41%
Sole
593.39K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares792.74K
TypeSH
Market value$49.17M
1.31%
Sole
792.74K
Shared
0.00
None
0.00
Procter & Gamble CO/THE
SOLEShares290.73K
TypeSH
Market value$46.32M
1.23%
Sole
290.73K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares92.77K
TypeSH
Market value$45.07M
1.20%
Sole
92.77K
Shared
0.00
None
0.00
Chevron CORP
SOLEShares313.01K
TypeSH
Market value$44.82M
1.19%
Sole
313.01K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares247.02K
TypeSH
Market value$43.82M
1.17%
Sole
247.02K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares117.71K
TypeSH
Market value$43.16M
1.15%
Sole
117.71K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares573.70K
TypeSH
Market value$39.80M
1.06%
Sole
573.70K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares390.81K
TypeSH
Market value$38.21M
1.02%
Sole
390.81K
Shared
0.00
None
0.00
McDonald's CORP
SOLEShares130.76K
TypeSH
Market value$38.20M
1.02%
Sole
130.76K
Shared
0.00
None
0.00
Ameriprise Financial Inc
SOLEShares69.52K
TypeSH
Market value$37.10M
0.99%
Sole
69.52K
Shared
0.00
None
0.00
RTX Corp
SOLEShares251.90K
TypeSH
Market value$36.78M
0.98%
Sole
251.90K
Shared
0.00
None
0.00
SPDR S&P MidCap 400 ETF Trust
SOLEShares60.13K
TypeSH
Market value$34.06M
0.91%
Sole
60.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CORPSOLE | Common / Ordinary Stock | 390.27K | SH | $194.12M 5.17% | 390.27K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common / Ordinary Stock | 1.11M | SH | $175.82M 4.68% | 1.11M | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 526.62K | SH | $147.36M 3.93% | 526.62K | 0.00 | 0.00 |
Apple IncSOLE | Common / Ordinary Stock | 711.88K | SH | $146.06M 3.89% | 711.88K | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 482.94K | SH | $105.95M 2.82% | 482.94K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.58M | SH | $90.12M 2.40% | 1.58M | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 290.89K | SH | $84.33M 2.25% | 290.89K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 1.18M | SH | $75.41M 2.01% | 1.18M | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 101.09K | SH | $74.61M 1.99% | 101.09K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 363.03K | SH | $63.98M 1.70% | 363.03K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 221.36K | SH | $61.02M 1.63% | 221.36K | 0.00 | 0.00 |
Visa INCSOLE | Common / Ordinary Stock | 156.19K | SH | $55.46M 1.48% | 156.19K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 593.39K | SH | $53.04M 1.41% | 593.39K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 792.74K | SH | $49.17M 1.31% | 792.74K | 0.00 | 0.00 |
Procter & Gamble CO/THESOLE | Common / Ordinary Stock | 290.73K | SH | $46.32M 1.23% | 290.73K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 92.77K | SH | $45.07M 1.20% | 92.77K | 0.00 | 0.00 |
Chevron CORPSOLE | Common / Ordinary Stock | 313.01K | SH | $44.82M 1.19% | 313.01K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 247.02K | SH | $43.82M 1.17% | 247.02K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 117.71K | SH | $43.16M 1.15% | 117.71K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 573.70K | SH | $39.80M 1.06% | 573.70K | 0.00 | 0.00 |
Walmart IncSOLE | Common / Ordinary Stock | 390.81K | SH | $38.21M 1.02% | 390.81K | 0.00 | 0.00 |
McDonald's CORPSOLE | Common / Ordinary Stock | 130.76K | SH | $38.20M 1.02% | 130.76K | 0.00 | 0.00 |
Ameriprise Financial IncSOLE | Common / Ordinary Stock | 69.52K | SH | $37.10M 0.99% | 69.52K | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 251.90K | SH | $36.78M 0.98% | 251.90K | 0.00 | 0.00 |
SPDR S&P MidCap 400 ETF TrustSOLE | Exchange Traded Fund | 60.13K | SH | $34.06M 0.91% | 60.13K | 0.00 | 0.00 |
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