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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 169 New
Page 5 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NLR VANECK ETF TRUST 10,000.0 $1.4M 0.10% NEW $135.65 -4.2%
82 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,610.0 $1.3M 0.10% NEW $139.19 -11.0%
83 ET ENERGY TRANSFER L P Energy 76,500.0 $1.3M 0.09% NEW $17.16 +16.6%
84 VGT VANGUARD WORLD FD 1,751.0 $1.3M 0.09% NEW $746.63 -84.7%
85 SMR NUSCALE PWR CORP Utilities 35,400.0 $1.3M 0.09% NEW $36.00 -71.1%
86 FDVV FIDELITY COVINGTON TRUST 22,800.0 $1.3M 0.09% NEW $55.71 +8.0%
87 ASML ASML HOLDING N V Technology 1,312.0 $1.3M 0.09% NEW $968.09 +64.4%
88 VZ VERIZON COMMUNICATIONS INC Communication Services 28,756.0 $1.3M 0.09% NEW $43.95 +8.8%
89 PANW PALO ALTO NETWORKS INC Technology 5,982.0 $1.2M 0.09% NEW $203.62 +24.2%
90 NVO NOVO-NORDISK A S Healthcare 21,638.0 $1.2M 0.09% NEW $55.49 -20.0%
91 CL COLGATE PALMOLIVE CO Consumer Defensive 14,875.0 $1.2M 0.09% NEW $79.94 +13.1%
92 TEK BLACKROCK ETF TRUST 38,000.0 $1.2M 0.08% NEW $31.04 +27.3%
93 GSST GOLDMAN SACHS ETF TR 22,600.0 $1.1M 0.08% NEW $50.70 -0.4%
94 GSEW GOLDMAN SACHS ETF TR 13,050.0 $1.1M 0.08% NEW $85.04 +7.1%
95 NFLX NETFLIX INC Communication Services 915.0 $1.1M 0.08% NEW $1198.92 -92.6%
96 NXPI NXP SEMICONDUCTORS N V Technology 4,771.0 $1.1M 0.08% NEW $227.73 +31.5%
97 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,134.0 $1.1M 0.08% NEW $260.44 +42.3%
98 DHI D R HORTON INC Consumer Cyclical 6,305.0 $1.1M 0.08% NEW $169.47 -14.9%
99 INTC INTEL CORP Technology 30,340.0 $1.0M 0.07% NEW $33.55 +253.2%
100 ARES ARES MANAGEMENT CORPORATION Financial Services 5,640.0 $902K 0.06% NEW $159.89 -22.5%
Page 5 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 18.3%
Healthcare 17.0%
Communication Services 9.9%
Consumer Cyclical 7.7%
Energy 4.0%
Consumer Defensive 3.4%
Industrials 2.4%
Basic Materials 0.6%
Utilities 0.5%