Private Wealth Partners, LLC
All 13F Filings
- Location
- Mill Valley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,403,042
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 183 | 1,403,042 | 13F-HR | Private Wealth Partners, LLC |
| Q1 2026 | 4/28/2026 | 169 | 1,298,190 | 13F-HR | Private Wealth Partners, LLC |
| Q4 2025 | 1/27/2026 | 171 | 1,411,109 | 13F-HR | Private Wealth Partners, LLC |
| Q3 2025 | 11/4/2025 | 169 | 1,402,526 | 13F-HR | Private Wealth Partners, LLC |
| Q2 2025 | 8/1/2025 | 174 | 1,282,343 | 13F-HR | Private Wealth Partners, LLC |
| Q2 2014 | 8/5/2014 | 155 | 455,112 | 13F-HR | Private Wealth Partners, LLC |
| Q1 2014 | 4/30/2014 | 156 | 424,133 | 13F-HR/A - RESTATEMENT | Private Wealth Partners, LLC |
| Q1 2014 | 4/24/2014 | 155 | 2,741,434 | 13F-HR | Private Wealth Partners, LLC |
| Q4 2013 | 1/27/2014 | 171 | 448,603 | 13F-HR | Private Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.42 K
(0.7% of total reported value)
· QoQ Δ:
+10.23 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.322 M | 94.9% | 80.38 K | 0 | 80.38 K |
| ETFs | 71.03 K | 5.1% | 14.81 K | 0 | 14.81 K |
| Debt | 0 | 0.0% | 0 | 561 | -561 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
1,403,042
Holdings
183
QoQ value change ($000)
104,852
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.