Filed: 4/13/2026ACC: 0001193125-26-152544
📋 What this filing means
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB filed this quarterly 13F‑HR report disclosing 2429 equity positions with a total reported market value of $3.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2429
Positions
$3.67B
Total AUM (reported)
29.36M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.59B70.6%
EXCHANGE TRADED FUND$1.05B28.7%
CLOSED-END REIT$23.30M0.6%
CLOSED-END FUND$1.18M0.0%
CLOSED-END SECURITIES FUND$33.000.0%
Portfolio Concentration
Top 3$489.85M13.3%
4–10$622.78M17.0%
11–25$688.34M18.7%
Rest$1.87B51.0%
Top 3 weight
13.3%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 29.36M
Sole
Full voting authority
29.36M
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)
Sole2429
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2429
Rows:
NVIDIA Corp
SOLEShares985.38K
TypeSH
Market value$171.85M
4.68%
Sole
985.38K
Shared
0.00
None
0.00
Apple Inc
SOLEShares670.96K
TypeSH
Market value$170.28M
4.64%
Sole
670.96K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares514.39K
TypeSH
Market value$147.72M
4.02%
Sole
514.39K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares369.14K
TypeSH
Market value$136.65M
3.72%
Sole
369.14K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.55M
TypeSH
Market value$99.62M
2.71%
Sole
1.55M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares446.94K
TypeSH
Market value$93.09M
2.53%
Sole
446.94K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares304.46K
TypeSH
Market value$87.55M
2.38%
Sole
304.46K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares257.88K
TypeSH
Market value$75.86M
2.07%
Sole
257.88K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares215.40K
TypeSH
Market value$66.67M
1.82%
Sole
215.40K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares220.85K
TypeSH
Market value$63.35M
1.73%
Sole
220.85K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares285.55K
TypeSH
Market value$59.08M
1.61%
Sole
285.55K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares607.22K
TypeSH
Market value$58.98M
1.61%
Sole
607.22K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares99.37K
TypeSH
Market value$56.85M
1.55%
Sole
99.37K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares735.42K
TypeSH
Market value$52.31M
1.42%
Sole
735.42K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares708.90K
TypeSH
Market value$47.87M
1.30%
Sole
708.90K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares185.26K
TypeSH
Market value$45.29M
1.23%
Sole
185.26K
Shared
0.00
None
0.00
Visa Inc
SOLEShares148.23K
TypeSH
Market value$44.80M
1.22%
Sole
148.23K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares355.35K
TypeSH
Market value$44.16M
1.20%
Sole
355.35K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares90.40K
TypeSH
Market value$43.32M
1.18%
Sole
90.40K
Shared
0.00
None
0.00
RTX Corp
SOLEShares218.44K
TypeSH
Market value$42.14M
1.15%
Sole
218.44K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares529.46K
TypeSH
Market value$41.08M
1.12%
Sole
529.46K
Shared
0.00
None
0.00
McDonald's CORP
SOLEShares125.42K
TypeSH
Market value$38.98M
1.06%
Sole
125.42K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares118.26K
TypeSH
Market value$38.90M
1.06%
Sole
118.26K
Shared
0.00
None
0.00
Procter & Gamble CO/THE
SOLEShares263.16K
TypeSH
Market value$38.01M
1.04%
Sole
263.16K
Shared
0.00
None
0.00
AbbVie INC
SOLEShares168.18K
TypeSH
Market value$36.58M
1.00%
Sole
168.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | Common / Ordinary Stock | 985.38K | SH | $171.85M 4.68% | 985.38K | 0.00 | 0.00 |
Apple IncSOLE | Common / Ordinary Stock | 670.96K | SH | $170.28M 4.64% | 670.96K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 514.39K | SH | $147.72M 4.02% | 514.39K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 369.14K | SH | $136.65M 3.72% | 369.14K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.55M | SH | $99.62M 2.71% | 1.55M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 446.94K | SH | $93.09M 2.53% | 446.94K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 304.46K | SH | $87.55M 2.38% | 304.46K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 257.88K | SH | $75.86M 2.07% | 257.88K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 215.40K | SH | $66.67M 1.82% | 215.40K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 220.85K | SH | $63.35M 1.73% | 220.85K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 285.55K | SH | $59.08M 1.61% | 285.55K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 607.22K | SH | $58.98M 1.61% | 607.22K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 99.37K | SH | $56.85M 1.55% | 99.37K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 735.42K | SH | $52.31M 1.42% | 735.42K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 708.90K | SH | $47.87M 1.30% | 708.90K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 185.26K | SH | $45.29M 1.23% | 185.26K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 148.23K | SH | $44.80M 1.22% | 148.23K | 0.00 | 0.00 |
Walmart IncSOLE | Common / Ordinary Stock | 355.35K | SH | $44.16M 1.20% | 355.35K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 90.40K | SH | $43.32M 1.18% | 90.40K | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 218.44K | SH | $42.14M 1.15% | 218.44K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 529.46K | SH | $41.08M 1.12% | 529.46K | 0.00 | 0.00 |
McDonald's CORPSOLE | Common / Ordinary Stock | 125.42K | SH | $38.98M 1.06% | 125.42K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 118.26K | SH | $38.90M 1.06% | 118.26K | 0.00 | 0.00 |
Procter & Gamble CO/THESOLE | Common / Ordinary Stock | 263.16K | SH | $38.01M 1.04% | 263.16K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 168.18K | SH | $36.58M 1.00% | 168.18K | 0.00 | 0.00 |
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