Filed: 7/2/2026ACC: 0001193125-26-293910
📋 What this filing means
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB filed this quarterly 13F‑HR report disclosing 2444 equity positions with a total reported market value of $3.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2444
Positions
$3.87B
Total AUM (reported)
30.09M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.75B71.0%
EXCHANGE TRADED FUND$1.10B28.4%
CLOSED-END REIT$21.79M0.6%
CLOSED-END FUND$1.39M0.0%
CLOSED-END SECURITIES FUND$34.000.0%
Portfolio Concentration
Top 3$514.48M13.3%
4–10$689.13M17.8%
11–25$725.99M18.8%
Rest$1.94B50.1%
Top 3 weight
13.3%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 30.09M
Sole
Full voting authority
30.09M
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)
Sole2444
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2444
Rows:
Apple Inc
SOLEShares642.94K
TypeSH
Market value$186.04M
4.81%
Sole
642.94K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares920.10K
TypeSH
Market value$184.10M
4.76%
Sole
920.10K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares1.79M
TypeSH
Market value$144.34M
3.73%
Sole
1.79M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares363.80K
TypeSH
Market value$135.70M
3.51%
Sole
363.80K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.52M
TypeSH
Market value$108.59M
2.81%
Sole
1.52M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares430.79K
TypeSH
Market value$102.68M
2.65%
Sole
430.79K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares279.35K
TypeSH
Market value$99.83M
2.58%
Sole
279.35K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares263.59K
TypeSH
Market value$86.28M
2.23%
Sole
263.59K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares213.41K
TypeSH
Market value$80.61M
2.08%
Sole
213.41K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares213.48K
TypeSH
Market value$75.43M
1.95%
Sole
213.48K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares510.62K
TypeSH
Market value$59.98M
1.55%
Sole
510.62K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares574.75K
TypeSH
Market value$59.71M
1.54%
Sole
574.75K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares719.31K
TypeSH
Market value$59.23M
1.53%
Sole
719.31K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares101.10K
TypeSH
Market value$56.95M
1.47%
Sole
101.10K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares659.40K
TypeSH
Market value$50.85M
1.31%
Sole
659.40K
Shared
0.00
None
0.00
Visa Inc
SOLEShares145.65K
TypeSH
Market value$49.97M
1.29%
Sole
145.65K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares96.12K
TypeSH
Market value$48.10M
1.24%
Sole
96.12K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares275.64K
TypeSH
Market value$45.69M
1.18%
Sole
275.64K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares178.35K
TypeSH
Market value$45.30M
1.17%
Sole
178.35K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares42.52K
TypeSH
Market value$45.28M
1.17%
Sole
42.52K
Shared
0.00
None
0.00
Vanguard Information Technology ETF
SOLEShares351.44K
TypeSH
Market value$42.00M
1.09%
Sole
351.44K
Shared
0.00
None
0.00
AbbVie INC
SOLEShares164.35K
TypeSH
Market value$41.36M
1.07%
Sole
164.35K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares116.80K
TypeSH
Market value$41.19M
1.06%
Sole
116.80K
Shared
0.00
None
0.00
Schwab Short-Term U.S. Treasury ETF
SOLEShares1.70M
TypeSH
Market value$40.95M
1.06%
Sole
1.70M
Shared
0.00
None
0.00
RTX Corp
SOLEShares207.93K
TypeSH
Market value$39.45M
1.02%
Sole
207.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common / Ordinary Stock | 642.94K | SH | $186.04M 4.81% | 642.94K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common / Ordinary Stock | 920.10K | SH | $184.10M 4.76% | 920.10K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 1.79M | SH | $144.34M 3.73% | 1.79M | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 363.80K | SH | $135.70M 3.51% | 363.80K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.52M | SH | $108.59M 2.81% | 1.52M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 430.79K | SH | $102.68M 2.65% | 430.79K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 279.35K | SH | $99.83M 2.58% | 279.35K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 263.59K | SH | $86.28M 2.23% | 263.59K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 213.41K | SH | $80.61M 2.08% | 213.41K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 213.48K | SH | $75.43M 1.95% | 213.48K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 510.62K | SH | $59.98M 1.55% | 510.62K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 574.75K | SH | $59.71M 1.54% | 574.75K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 719.31K | SH | $59.23M 1.53% | 719.31K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 101.10K | SH | $56.95M 1.47% | 101.10K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 659.40K | SH | $50.85M 1.31% | 659.40K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 145.65K | SH | $49.97M 1.29% | 145.65K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 96.12K | SH | $48.10M 1.24% | 96.12K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 275.64K | SH | $45.69M 1.18% | 275.64K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 178.35K | SH | $45.30M 1.17% | 178.35K | 0.00 | 0.00 |
Caterpillar IncSOLE | Common / Ordinary Stock | 42.52K | SH | $45.28M 1.17% | 42.52K | 0.00 | 0.00 |
Vanguard Information Technology ETFSOLE | Exchange Traded Fund | 351.44K | SH | $42.00M 1.09% | 351.44K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 164.35K | SH | $41.36M 1.07% | 164.35K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 116.80K | SH | $41.19M 1.06% | 116.80K | 0.00 | 0.00 |
Schwab Short-Term U.S. Treasury ETFSOLE | Exchange Traded Fund | 1.70M | SH | $40.95M 1.06% | 1.70M | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 207.93K | SH | $39.45M 1.02% | 207.93K | 0.00 | 0.00 |
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