Alvarez & Marsal Private Wealth Partners, LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 758,643
- Description
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- Website
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- 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 | 8/14/2026 | 107 | 758,643 | 13F-HR | Alvarez & Marsal Private Wealth Partners, LLC |
| Q1 2026 | 5/14/2026 | 177 | 712,164 | 13F-HR | Alvarez & Marsal Private Wealth Partners, LLC |
| Q4 2025 | 2/13/2026 | 112 | 520,536 | 13F-HR | Alvarez & Marsal Private Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 222.3 K | 29.3% | 0 | 18.11 K | -18.11 K |
| ETFs | 536.3 K | 70.7% | 64.58 K | 0 | 64.58 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
758,643
Holdings
107
QoQ value change ($000)
46,479
(6.5%)
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.