MassMutual Private Wealth & Trust, FSB portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 5, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
MassMutual Private Wealth & Trust, FSB reported a $3.8 bn portfolio of 2,335 companies (2,356 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are AAPL, NVDA, MSFT.
Sections with a free account
What changed this quarter
1906 positions with a change (109 new, 465 added to, 1179 trimmed, 153 sold); also, 3 entered through an IPO.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL5.4%
- NVIDIANVDA5.3%
- MicrosoftMSFT4.8%
- AlphabetGOOGL · GOOG4.3%
- Vanguard Index FundsVO3.5%
- Vanguard Ftse Developed ETFVEA2.8%
- Amazon.comAMZN2.7%
- JPMorgan ChaseJPM2.2%
- BroadcomAVGO1.9%
- Meta PlatformsMETA1.9%
- iShares Msci Eafe ETFEFA1.6%
- Dimensional ETF TrustDFAS1.4%
- ChevronCVX1.4%
- Cisco SystemsCSCO1.4%
- VisaV1.3%
Portfolio by sector
- ● No sector 28%
- ● Information Technology 24%
- ● Financials 10%
- ● Health Care 7%
- ● Industrials 7%
- ● Communication Services 7%
- ● Consumer Discretionary 7%
- ● Consumer Staples 4%
- ● Energy 3%
- ● Utilities 1%
- ● Materials 1%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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