Filed: 1/7/2026ACC: 0001193125-26-006210
📋 What this filing means
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB filed this quarterly 13F‑HR report disclosing 2394 equity positions with a total reported market value of $3.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2394
Positions
$3.89B
Total AUM (reported)
29.65M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.77B71.2%
EXCHANGE TRADED FUND$1.09B28.2%
CLOSED-END REIT$22.19M0.6%
CLOSED-END FUND$1.23M0.0%
CLOSED-END SECURITIES FUND$2.0K0.0%
Portfolio Concentration
Top 3$560.97M14.4%
4–10$689.53M17.7%
11–25$688.04M17.7%
Rest$1.95B50.1%
Top 3 weight
14.4%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 29.65M
Sole
Full voting authority
29.65M
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)
Sole2394
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2394
Rows:
NVIDIA Corp
SOLEShares1.04M
TypeSH
Market value$194.52M
5.01%
Sole
1.04M
Shared
0.00
None
0.00
Apple Inc
SOLEShares685.90K
TypeSH
Market value$186.47M
4.80%
Sole
685.90K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares372.15K
TypeSH
Market value$179.98M
4.63%
Sole
372.15K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares521.24K
TypeSH
Market value$151.28M
3.89%
Sole
521.24K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares456.40K
TypeSH
Market value$105.35M
2.71%
Sole
456.40K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares323.30K
TypeSH
Market value$101.19M
2.60%
Sole
323.30K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.56M
TypeSH
Market value$97.74M
2.52%
Sole
1.56M
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares266.19K
TypeSH
Market value$85.77M
2.21%
Sole
266.19K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares217.18K
TypeSH
Market value$75.17M
1.93%
Sole
217.18K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares232.76K
TypeSH
Market value$73.04M
1.88%
Sole
232.76K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares99.88K
TypeSH
Market value$65.93M
1.70%
Sole
99.88K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares568.06K
TypeSH
Market value$54.55M
1.40%
Sole
568.06K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares760.47K
TypeSH
Market value$52.98M
1.36%
Sole
760.47K
Shared
0.00
None
0.00
Visa Inc
SOLEShares149.51K
TypeSH
Market value$52.44M
1.35%
Sole
149.51K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares733.33K
TypeSH
Market value$48.40M
1.25%
Sole
733.33K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares91.62K
TypeSH
Market value$46.05M
1.19%
Sole
91.62K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares291.33K
TypeSH
Market value$44.40M
1.14%
Sole
291.33K
Shared
0.00
None
0.00
RTX Corp
SOLEShares237.19K
TypeSH
Market value$43.50M
1.12%
Sole
237.19K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares377.13K
TypeSH
Market value$42.02M
1.08%
Sole
377.13K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares541.80K
TypeSH
Market value$41.73M
1.07%
Sole
541.80K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares195.87K
TypeSH
Market value$40.53M
1.04%
Sole
195.87K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares117.36K
TypeSH
Market value$40.38M
1.04%
Sole
117.36K
Shared
0.00
None
0.00
AbbVie INC
SOLEShares171.57K
TypeSH
Market value$39.20M
1.01%
Sole
171.57K
Shared
0.00
None
0.00
McDonald's CORP
SOLEShares127.29K
TypeSH
Market value$38.90M
1.00%
Sole
127.29K
Shared
0.00
None
0.00
Procter & Gamble CO/THE
SOLEShares258.27K
TypeSH
Market value$37.01M
0.95%
Sole
258.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | Common / Ordinary Stock | 1.04M | SH | $194.52M 5.01% | 1.04M | 0.00 | 0.00 |
Apple IncSOLE | Common / Ordinary Stock | 685.90K | SH | $186.47M 4.80% | 685.90K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 372.15K | SH | $179.98M 4.63% | 372.15K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 521.24K | SH | $151.28M 3.89% | 521.24K | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 456.40K | SH | $105.35M 2.71% | 456.40K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 323.30K | SH | $101.19M 2.60% | 323.30K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.56M | SH | $97.74M 2.52% | 1.56M | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 266.19K | SH | $85.77M 2.21% | 266.19K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 217.18K | SH | $75.17M 1.93% | 217.18K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 232.76K | SH | $73.04M 1.88% | 232.76K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 99.88K | SH | $65.93M 1.70% | 99.88K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 568.06K | SH | $54.55M 1.40% | 568.06K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 760.47K | SH | $52.98M 1.36% | 760.47K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 149.51K | SH | $52.44M 1.35% | 149.51K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 733.33K | SH | $48.40M 1.25% | 733.33K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 91.62K | SH | $46.05M 1.19% | 91.62K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 291.33K | SH | $44.40M 1.14% | 291.33K | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 237.19K | SH | $43.50M 1.12% | 237.19K | 0.00 | 0.00 |
Walmart IncSOLE | Common / Ordinary Stock | 377.13K | SH | $42.02M 1.08% | 377.13K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 541.80K | SH | $41.73M 1.07% | 541.80K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 195.87K | SH | $40.53M 1.04% | 195.87K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 117.36K | SH | $40.38M 1.04% | 117.36K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 171.57K | SH | $39.20M 1.01% | 171.57K | 0.00 | 0.00 |
McDonald's CORPSOLE | Common / Ordinary Stock | 127.29K | SH | $38.90M 1.00% | 127.29K | 0.00 | 0.00 |
Procter & Gamble CO/THESOLE | Common / Ordinary Stock | 258.27K | SH | $37.01M 0.95% | 258.27K | 0.00 | 0.00 |
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