Filed: 10/5/2026ACC: 0001193125-26-413053
📋 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 $3.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2398
Positions
$3.79B
Total AUM (reported)
29.05M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.72B71.8%
EXCHANGE TRADED FUND$1.05B27.7%
CLOSED-END REIT$19.68M0.5%
CLOSED-END FUND$1.33M0.0%
CLOSED-END SECURITIES FUND$0.000.0%
Portfolio Concentration
Top 3$586.81M15.5%
4–10$654.19M17.3%
11–25$715.03M18.9%
Rest$1.84B48.4%
Top 3 weight
15.5%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 29.05M
Sole
Full voting authority
29.05M
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:
Apple Inc
SOLEShares612.73K
TypeSH
Market value$204.05M
5.38%
Sole
612.73K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares881.51K
TypeSH
Market value$201.32M
5.31%
Sole
881.51K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares353.76K
TypeSH
Market value$181.44M
4.79%
Sole
353.76K
Shared
0.00
None
0.00
Vanguard Morningstar Mid-Cap ETF
SOLEShares1.67M
TypeSH
Market value$131.18M
3.46%
Sole
1.67M
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.48M
TypeSH
Market value$104.71M
2.76%
Sole
1.48M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares408.20K
TypeSH
Market value$101.70M
2.68%
Sole
408.20K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares264.01K
TypeSH
Market value$90.84M
2.40%
Sole
264.01K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares251.74K
TypeSH
Market value$83.28M
2.20%
Sole
251.74K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares203.12K
TypeSH
Market value$71.33M
1.88%
Sole
203.12K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares98.11K
TypeSH
Market value$71.15M
1.88%
Sole
98.11K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares206.29K
TypeSH
Market value$70.29M
1.85%
Sole
206.29K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares568K
TypeSH
Market value$59.01M
1.56%
Sole
568K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares699.17K
TypeSH
Market value$54.13M
1.43%
Sole
699.17K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares260.99K
TypeSH
Market value$53.30M
1.41%
Sole
260.99K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares482.01K
TypeSH
Market value$51.88M
1.37%
Sole
482.01K
Shared
0.00
None
0.00
Visa Inc
SOLEShares139.04K
TypeSH
Market value$49.96M
1.32%
Sole
139.04K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares94.61K
TypeSH
Market value$47.11M
1.24%
Sole
94.61K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares630.55K
TypeSH
Market value$45.37M
1.20%
Sole
630.55K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares170.95K
TypeSH
Market value$45.26M
1.19%
Sole
170.95K
Shared
0.00
None
0.00
Vanguard Information Technology ETF
SOLEShares347K
TypeSH
Market value$43.61M
1.15%
Sole
347K
Shared
0.00
None
0.00
AbbVie INC
SOLEShares155.84K
TypeSH
Market value$40.77M
1.08%
Sole
155.84K
Shared
0.00
None
0.00
Schwab Short-Term U.S. Treasury ETF
SOLEShares1.70M
TypeSH
Market value$40.45M
1.07%
Sole
1.70M
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares411.36K
TypeSH
Market value$39.85M
1.05%
Sole
411.36K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares93.88K
TypeSH
Market value$37.30M
0.98%
Sole
93.88K
Shared
0.00
None
0.00
RTX Corp
SOLEShares197.97K
TypeSH
Market value$36.75M
0.97%
Sole
197.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common / Ordinary Stock | 612.73K | SH | $204.05M 5.38% | 612.73K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common / Ordinary Stock | 881.51K | SH | $201.32M 5.31% | 881.51K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 353.76K | SH | $181.44M 4.79% | 353.76K | 0.00 | 0.00 |
Vanguard Morningstar Mid-Cap ETFSOLE | Exchange Traded Fund | 1.67M | SH | $131.18M 3.46% | 1.67M | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.48M | SH | $104.71M 2.76% | 1.48M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 408.20K | SH | $101.70M 2.68% | 408.20K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 264.01K | SH | $90.84M 2.40% | 264.01K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 251.74K | SH | $83.28M 2.20% | 251.74K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 203.12K | SH | $71.33M 1.88% | 203.12K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 98.11K | SH | $71.15M 1.88% | 98.11K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 206.29K | SH | $70.29M 1.85% | 206.29K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 568K | SH | $59.01M 1.56% | 568K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 699.17K | SH | $54.13M 1.43% | 699.17K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 260.99K | SH | $53.30M 1.41% | 260.99K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 482.01K | SH | $51.88M 1.37% | 482.01K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 139.04K | SH | $49.96M 1.32% | 139.04K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 94.61K | SH | $47.11M 1.24% | 94.61K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 630.55K | SH | $45.37M 1.20% | 630.55K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 170.95K | SH | $45.26M 1.19% | 170.95K | 0.00 | 0.00 |
Vanguard Information Technology ETFSOLE | Exchange Traded Fund | 347K | SH | $43.61M 1.15% | 347K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 155.84K | SH | $40.77M 1.08% | 155.84K | 0.00 | 0.00 |
Schwab Short-Term U.S. Treasury ETFSOLE | Exchange Traded Fund | 1.70M | SH | $40.45M 1.07% | 1.70M | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Exchange Traded Fund | 411.36K | SH | $39.85M 1.05% | 411.36K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | Common / Ordinary Stock | 93.88K | SH | $37.30M 0.98% | 93.88K | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 197.97K | SH | $36.75M 0.97% | 197.97K | 0.00 | 0.00 |
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