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Manager record

Private Wealth Partners, LLC

Mill Valley, CA · CIK 1335851 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.47BReported 13F valueQ3 2026 · as filed
177Holdings listed
+4.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.3B$1.3BQ2 2025174 holdingsQ3 2025: $1.4B$1.4BQ3 2025169 holdingsQ4 2025: $1.4B$1.4BQ4 2025171 holdingsQ1 2026: $1.3B$1.3BQ1 2026169 holdingsQ2 2026: $1.4B$1.4BQ2 2026183 holdingsQ3 2026: $1.5B$1.5BQ3 2026177 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$1.47B · 177 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$1.40B · 183 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$1.30B · 169 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$1.41B · 171 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$1.40B · 169 holdings listed · View original SEC filing ↗
Aug 01 2025 13F-HR · period Q2 2025

$1.28B · 174 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology