Filed: 10/22/2025ACC: 0001193125-25-246783
📋 What this filing means
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB filed this quarterly 13F‑HR report disclosing 2398 equity positions with a total reported market value of $3.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2398
Positions
$3.93B
Total AUM (reported)
30.47M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.83B72.1%
EXCHANGE TRADED FUND$1.07B27.2%
CLOSED-END REIT$25.41M0.6%
CLOSED-END FUND$1.26M0.0%
CLOSED-END SECURITIES FUND$36.000.0%
Portfolio Concentration
Top 3$577.89M14.7%
4–10$668.88M17.0%
11–25$692.14M17.6%
Rest$1.99B50.6%
Top 3 weight
14.7%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 30.47M
Sole
Full voting authority
30.47M
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)
Sole2398
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2398
Rows:
NVIDIA Corp
SOLEShares1.07M
TypeSH
Market value$200.30M
5.10%
Sole
1.07M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares382.29K
TypeSH
Market value$198.01M
5.04%
Sole
382.29K
Shared
0.00
None
0.00
Apple Inc
SOLEShares705.26K
TypeSH
Market value$179.58M
4.57%
Sole
705.26K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares524.14K
TypeSH
Market value$153.96M
3.92%
Sole
524.14K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares474.08K
TypeSH
Market value$104.09M
2.65%
Sole
474.08K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.60M
TypeSH
Market value$95.74M
2.44%
Sole
1.60M
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares278.22K
TypeSH
Market value$87.76M
2.24%
Sole
278.22K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares331.46K
TypeSH
Market value$80.58M
2.05%
Sole
331.46K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares100.57K
TypeSH
Market value$73.86M
1.88%
Sole
100.57K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares220.96K
TypeSH
Market value$72.90M
1.86%
Sole
220.96K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares246.69K
TypeSH
Market value$60.08M
1.53%
Sole
246.69K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares581.20K
TypeSH
Market value$54.27M
1.38%
Sole
581.20K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares764.60K
TypeSH
Market value$52.34M
1.33%
Sole
764.60K
Shared
0.00
None
0.00
Visa Inc
SOLEShares153.19K
TypeSH
Market value$52.30M
1.33%
Sole
153.19K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares121.57K
TypeSH
Market value$49.26M
1.25%
Sole
121.57K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares752.38K
TypeSH
Market value$49.10M
1.25%
Sole
752.38K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares304.74K
TypeSH
Market value$47.32M
1.21%
Sole
304.74K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares92.74K
TypeSH
Market value$46.63M
1.19%
Sole
92.74K
Shared
0.00
None
0.00
Procter & Gamble CO/THE
SOLEShares284.79K
TypeSH
Market value$43.76M
1.11%
Sole
284.79K
Shared
0.00
None
0.00
RTX Corp
SOLEShares246.41K
TypeSH
Market value$41.23M
1.05%
Sole
246.41K
Shared
0.00
None
0.00
AbbVie INC
SOLEShares177.56K
TypeSH
Market value$41.11M
1.05%
Sole
177.56K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares386.38K
TypeSH
Market value$39.82M
1.01%
Sole
386.38K
Shared
0.00
None
0.00
McDonald's CORP
SOLEShares129.84K
TypeSH
Market value$39.46M
1.01%
Sole
129.84K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares555.57K
TypeSH
Market value$38.01M
0.97%
Sole
555.57K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares201.99K
TypeSH
Market value$37.45M
0.95%
Sole
201.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | Common / Ordinary Stock | 1.07M | SH | $200.30M 5.10% | 1.07M | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 382.29K | SH | $198.01M 5.04% | 382.29K | 0.00 | 0.00 |
Apple IncSOLE | Common / Ordinary Stock | 705.26K | SH | $179.58M 4.57% | 705.26K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 524.14K | SH | $153.96M 3.92% | 524.14K | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 474.08K | SH | $104.09M 2.65% | 474.08K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.60M | SH | $95.74M 2.44% | 1.60M | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 278.22K | SH | $87.76M 2.24% | 278.22K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 331.46K | SH | $80.58M 2.05% | 331.46K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 100.57K | SH | $73.86M 1.88% | 100.57K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 220.96K | SH | $72.90M 1.86% | 220.96K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 246.69K | SH | $60.08M 1.53% | 246.69K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 581.20K | SH | $54.27M 1.38% | 581.20K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 764.60K | SH | $52.34M 1.33% | 764.60K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 153.19K | SH | $52.30M 1.33% | 153.19K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 121.57K | SH | $49.26M 1.25% | 121.57K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 752.38K | SH | $49.10M 1.25% | 752.38K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 304.74K | SH | $47.32M 1.21% | 304.74K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 92.74K | SH | $46.63M 1.19% | 92.74K | 0.00 | 0.00 |
Procter & Gamble CO/THESOLE | Common / Ordinary Stock | 284.79K | SH | $43.76M 1.11% | 284.79K | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 246.41K | SH | $41.23M 1.05% | 246.41K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 177.56K | SH | $41.11M 1.05% | 177.56K | 0.00 | 0.00 |
Walmart IncSOLE | Common / Ordinary Stock | 386.38K | SH | $39.82M 1.01% | 386.38K | 0.00 | 0.00 |
McDonald's CORPSOLE | Common / Ordinary Stock | 129.84K | SH | $39.46M 1.01% | 129.84K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 555.57K | SH | $38.01M 0.97% | 555.57K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 201.99K | SH | $37.45M 0.95% | 201.99K | 0.00 | 0.00 |
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