MassMutual Private Wealth & Trust, FSB

Q4 2025 13F-HR Holdings

Location
Windsor, CT
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
2,394
Total value ($000)
$3,885,842
Net value change ($000)
-40,172 (-1.0%)
New positions
124
Sold out positions
128
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 20,615 25.6%
SPY 18,960 298.1%
GOOGL 12,958 21.6%
VOO 10,018 230.0%
LLY 8,591 44.6%
PANW 8,488 226.8%
AAPL 6,889 3.8%
VYM 5,308 1007.2%
XOM 5,039 28.6%
TMO 4,709 17.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -18,028 -9.1%
FISV -15,403 -91.9%
HD -8,873 -18.0%
META -7,927 -10.7%
KMX -7,891 -99.8%
NOW -7,082 -32.4%
PG -6,744 -15.4%
ADBE -6,232 -26.1%
ORLY -5,996 -18.4%
NVDA -5,781 -2.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type