MassMutual Private Wealth & Trust, FSB
Sector Allocation
- Technology30.9%$1.2B
- Other27.4%$1.0B
- Financials10.8%$408.2M
- Healthcare7.3%$277.4M
- Consumer Discretionary6.8%$255.8M
- Industrials5.6%$211.5M
- Consumer Staples3.6%$136.4M
- Energy3.2%$119.9M
- Utilities1.6%$61.3M
- Materials1.5%$57.5M
AUM History
13fpro.ai/research/fund/massmutual-private-wealth-and-trust-fsb-1103653
Conviction and streaks
Concentrating · top 10 = 32.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$204.1MNVDA
$201.3MMSFT
$181.4M- Vanguard$131.2M
- Vanguard$104.7M
AMZN
$101.7MGOOGL
$90.8MJPM
$83.3MAVGO
$71.3MMETA
$71.1MGOOG
$70.3M- iShares$59.0M
- Dimensional$54.1M
CVX
$53.3MCSCO
$51.9MV
$50.0MBRK.B
$47.1M- iShares$45.4M
JNJ
$45.3M- Vanguard$43.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/massmutual-private-wealth-and-trust-fsb-1103653
MassMutual Private Wealth & Trust, FSB 13F holdings — Q3 2026
$3.8B portfolio (-2.0% QoQ) · 2,398 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$204.1M
5.4% of stocks
-5%This quarter+3.3%Since filed11+ qtrsHeld$201.3M
5.3% of stocks
-4%This quarter-9.6%Since filed11+ qtrsHeld$181.4M
4.8% of stocks
-3%This quarter+1.4%Since filed11+ qtrsHeld- 4
Vanguard Morningstar Mid-Cap ETF - Exchange Traded Fund
$131.2M
3.5% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Vanguard FTSE Developed Markets ETF - Exchange Traded Fund
$104.7M
2.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $101.7M
2.7% of stocks
-5%This quarter-0.9%Since filed11+ qtrsHeldAIQuality67.5#364Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$90.8M
2.4% of stocks
-5%This quarter-8.6%Since filed11+ qtrsHeld$83.3M
2.2% of stocks
-4%This quarter+0.5%Since filed11+ qtrsHeld$71.3M
1.9% of stocks
-5%This quarter-9.2%Since filed11+ qtrsHeld$71.1M
1.9% of stocks
-3%This quarter-15.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — MassMutual Private Wealth & Trust, FSB (Q3 2026)
2,398 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $70.3M | 1.9% | 206K | -3% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | iShares MSCI EAFE ETF - Exchange Traded Fundetf/fund | — | $59.0M | 1.6% | 568K | -1% | — | — | 13F |
| 13 | — | Dimensional US Small Cap ETF - Exchange Traded Fundetf/fund | — | $54.1M | 1.4% | 699K | -3% | — | — | 13F |
| 14 | CHEVRON CORP | Energy | $53.3M | 1.4% | 261K | -5% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CISCO SYSTEMS, INC. | Technology | $51.9M | 1.4% | 482K | -6% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $50.0M | 1.3% | 139K | -5% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $47.1M | 1.2% | 95K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | iShares Core S&P Mid-Cap ETF - Exchange Traded Fundetf/fund | — | $45.4M | 1.2% | 631K | -4% | — | — | 13F |
| 19 | JOHNSON & JOHNSON | Healthcare | $45.3M | 1.2% | 171K | -4% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | Vanguard Information Technology ETF - Exchange Traded Fundetf/fund | — | $43.6M | 1.1% | 347K | -1% | — | — | 13F |
| 21 | AbbVie Inc. | Healthcare | $40.8M | 1.1% | 156K | -5% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | Schwab Short-Term U.S. Treasury ETF - Exchange Traded Fundetf/fund | — | $40.5M | 1.1% | 1.70M | -0.1% | — | — | 13F |
| 23 | — | iShares Core MSCI EAFE ETF - Exchange Traded Fundetf/fund | — | $39.9M | 1.1% | 411K | +2% | — | — | 13F |
| 24 | Palo Alto Networks Inc | Technology | $37.3M | 1.0% | 94K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | RTX Corp | Industrials | $36.8M | 1.0% | 198K | -5% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | iShares Core S&P Small-Cap ETF - Exchange Traded Fund | — | $34.9M | 0.9% | 257K | -2% | |||
| 27 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $34.9M | 0.9% | 240K | -6% | |||
| 28 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $34.3M | 0.9% | 51K | -3% | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $34.0M | 0.9% | 327K | -4% | |||
| 30 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $33.6M | 0.9% | 51K | -6% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $33.4M | 0.9% | 117K | +0.4% | |||
| 32 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $32.6M | 0.9% | 66K | -3% | |||
| 33 | $CAT | CATERPILLAR INC | Industrials | $32.3M | 0.8% | 40K | -6% | |||
| 34 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $32.0M | 0.8% | 588K | -5% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $30.7M | 0.8% | 27K | -3% | |||
| 36 | — | Vanguard Short-Term Treasury ETF - Exchange Traded Fund | — | $29.3M | 0.8% | 509K | +3% | |||
| 37 | $MCD | MCDONALDS CORP | Consumer Discretionary | $29.2M | 0.8% | 126K | +0.1% | |||
| 38 | $CB | Chubb Ltd | Financials | $29.0M | 0.8% | 89K | -4% | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $25.4M | 0.7% | 156K | -7% | |||
| 40 | $ECL | ECOLAB INC. | Materials | $25.1M | 0.7% | 91K | -2% | |||
| 41 | — | Avantis Emerging Markets Equity ETF - Exchange Traded Fund | — | $25.0M | 0.7% | 266K | +3% | |||
| 42 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $23.2M | 0.6% | 142K | -2% | |||
| 43 | $NEE | NEXTERA ENERGY INC | Utilities | $22.1M | 0.6% | 292K | -2% | |||
| 44 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $21.6M | 0.6% | 253K | -4% | |||
| 45 | $ETN | Eaton Corp plc | Industrials | $21.3M | 0.6% | 50K | +2% | |||
| 46 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $21.2M | 0.6% | 461K | -0.0% | |||
| 47 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $21.0M | 0.6% | 79K | -4% | |||
| 48 | — | iShares Core MSCI Emerging Markets ETF - Exchange Traded Fund | — | $20.6M | 0.5% | 254K | -8% | |||
| 49 | $MRK | Merck & Co., Inc. | Healthcare | $20.4M | 0.5% | 140K | -7% | |||
| 50 | $PEP | PEPSICO INC | Consumer Staples | $18.9M | 0.5% | 150K | +2% | |||
| 51 | — | Vanguard Short-Term Corporate Bond ETF - Exchange Traded Fund | — | $17.6M | 0.5% | 228K | -3% | |||
| 52 | $SYK | STRYKER CORP | Healthcare | $17.6M | 0.5% | 64K | -3% | |||
| 53 | — | iShares Core S&P 500 ETF - Exchange Traded Fund | — | $17.5M | 0.5% | 23K | -10% | |||
| 54 | — | Vanguard FTSE Emerging Markets ETF - Exchange Traded Fund | — | $16.7M | 0.4% | 282K | -3% | |||
| 55 | $BLK | BlackRock, Inc. | Financials | $16.5M | 0.4% | 16K | -6% | |||
| 56 | $TSLA | Tesla, Inc. | Consumer Discretionary | $15.5M | 0.4% | 44K | +12% | |||
| 57 | $UNP | UNION PACIFIC CORP | Industrials | $15.4M | 0.4% | 57K | -0.0% | |||
| 58 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $14.8M | 0.4% | 28K | -0.1% | |||
| 59 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $14.2M | 0.4% | 60K | -2% | |||
| 60 | $RMD | RESMED INC | Healthcare | $14.1M | 0.4% | 64K | -2% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $14.0M | 0.4% | 15K | -3% | |||
| 62 | $CSL | CARLISLE COMPANIES INC | Materials | $13.6M | 0.4% | 42K | +6% | |||
| 63 | — | Vanguard Financials ETF - Exchange Traded Fund | — | $13.5M | 0.4% | 104K | -4% | |||
| 64 | — | Vanguard Intermediate-Term Treasury ETF - Exchange Traded Fund | — | $13.5M | 0.4% | 238K | +0.6% | |||
| 65 | $MRVL | Marvell Technology, Inc. | Technology | $13.3M | 0.3% | 50K | -5% | |||
| 66 | $MDT | Medtronic plc | Healthcare | $12.9M | 0.3% | 150K | +15% | |||
| 67 | — | VanEck Gold Miners ETF/USA - Exchange Traded Fund | — | $12.7M | 0.3% | 144K | -9% | |||
| 68 | $NOW | ServiceNow, Inc. | Technology | $12.4M | 0.3% | 93K | +12% | |||
| 69 | $GS | GOLDMAN SACHS GROUP INC | Financials | $11.8M | 0.3% | 13K | -4% | |||
| 70 | $MS | MORGAN STANLEY | Financials | $11.6M | 0.3% | 62K | -4% | |||
| 71 | — | Vanguard Health Care ETF - Exchange Traded Fund | — | $11.5M | 0.3% | 36K | -9% | |||
| 72 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $11.3M | 0.3% | 18K | -2% | |||
| 73 | $LMT | LOCKHEED MARTIN CORP | Industrials | $11.0M | 0.3% | 22K | +2% | |||
| 74 | $XYL | Xylem Inc. | Industrials | $10.8M | 0.3% | 107K | -2% | |||
| 75 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $10.8M | 0.3% | 41K | +284% | |||
| 76 | — | iShares Semiconductor ETF - Exchange Traded Fund | — | $10.7M | 0.3% | 19K | New | |||
| 77 | — | NYLIM MacKay Muni Intermediate ETF - Exchange Traded Fund | — | $10.5M | 0.3% | 461K | +0.3% | |||
| 78 | — | Vanguard Intermediate-Term Corporate Bond ETF - Exchange Traded Fund | — | $10.5M | 0.3% | 134K | -3% | |||
| 79 | $VLO | VALERO ENERGY CORP/TX | Energy | $10.5M | 0.3% | 27K | -6% | |||
| 80 | $DHR | DANAHER CORP /DE/ | Healthcare | $10.1M | 0.3% | 45K | -2% | |||
| 81 | — | Vanguard Communication Services ETF - Exchange Traded Fund | — | $10.0M | 0.3% | 52K | -2% | |||
| 82 | — | Vanguard Consumer Discretionary ETF - Exchange Traded Fund | — | $10.0M | 0.3% | 27K | -4% | |||
| 83 | — | Vanguard Industrials ETF - Exchange Traded Fund | — | $9.9M | 0.3% | 31K | -4% | |||
| 84 | $QCOM | QUALCOMM INC/DE | Technology | $9.9M | 0.3% | 54K | -2% | |||
| 85 | — | Vanguard Morningstar Small-Cap Growth ETF - Exchange Traded Fund | — | $9.5M | 0.3% | 28K | -4% | |||
| 86 | $KO | COCA COLA CO | Consumer Staples | $9.1M | 0.2% | 106K | -0.6% | |||
| 87 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $8.8M | 0.2% | 18K | -2% | |||
| 88 | $WM | WASTE MANAGEMENT INC | Utilities | $8.4M | 0.2% | 41K | -7% | |||
| 89 | — | Vanguard Mortgage-Backed Securities ETF - Exchange Traded Fund | — | $8.4M | 0.2% | 189K | -7% | |||
| 90 | — | JPMorgan BetaBuilders US Equity ETF - Exchange Traded Fund | — | $8.3M | 0.2% | 60K | -12% | |||
| 91 | $CRM | Salesforce, Inc. | Technology | $8.3M | 0.2% | 36K | -0.4% | |||
| 92 | $BX | Blackstone Inc. | Financials | $8.0M | 0.2% | 71K | -2% | |||
| 93 | $GEV | GE Vernova Inc. | Industrials | $7.8M | 0.2% | 8,245 | +605% | |||
| 94 | — | Vanguard Morningstar Mid-Cap Value ETF - Exchange Traded Fund | — | $7.8M | 0.2% | 40K | -12% | |||
| 95 | $TEL | TE Connectivity plc | Technology | $7.8M | 0.2% | 37K | -2% | |||
| 96 | $COP | CONOCOPHILLIPS | Energy | $7.6M | 0.2% | 61K | -2% | |||
| 97 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $7.5M | 0.2% | 34K | -2% | |||
| 98 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $7.4M | 0.2% | 21K | -2% | |||
| 99 | $EMR | EMERSON ELECTRIC CO | Industrials | $7.3M | 0.2% | 47K | -5% | |||
| 100 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $7.1M | 0.2% | 21K | +36% | |||
| 101 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $7.0M | 0.2% | 9,212 | -4% | |||
| 102 | — | Vanguard Morningstar Mid-Cap Growth ETF - Exchange Traded Fund | — | $6.9M | 0.2% | 24K | -5% | |||
| 103 | $HONA | Honeywell Aerospace Inc. | Industrials | $6.8M | 0.2% | 44K | +3% | |||
| 104 | $ETR | ENTERGY CORP /DE/ | Utilities | $6.6M | 0.2% | 67K | -5% | |||
| 105 | $CMI | CUMMINS INC | Industrials | $6.6M | 0.2% | 13K | +28% | |||
| 106 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $6.6M | 0.2% | 56K | -1% | |||
| 107 | $SPY | SPDR S&P 500 ETF TRUST | — | $6.5M | 0.2% | 8,564 | -32% | |||
| 108 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $6.4M | 0.2% | 94K | +2% | |||
| 109 | $PLTR | Palantir Technologies Inc. | Technology | $6.3M | 0.2% | 34K | -1.0% | |||
| 110 | — | Vanguard Intermediate-Term Bond ETF - Exchange Traded Fund | — | $6.2M | 0.2% | 85K | -2% | |||
| 111 | $MU | MICRON TECHNOLOGY INC | Technology | $6.1M | 0.2% | 5,720 | +30% | |||
| 112 | — | Vanguard Long-Term Bond ETF - Exchange Traded Fund | — | $5.9M | 0.2% | 94K | -1% | |||
| 113 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $5.9M | 0.2% | 88K | -0.5% | |||
| 114 | — | iShares Preferred and Income Securities ETF - Exchange Traded Fund | — | $5.9M | 0.2% | 200K | -3% | |||
| 115 | $APD | Air Products & Chemicals, Inc. | Materials | $5.8M | 0.1% | 21K | -0.8% | |||
| 116 | — | Vanguard Morningstar Small-Cap Value ETF - Exchange Traded Fund | — | $5.8M | 0.1% | 25K | -5% | |||
| 117 | — | Vanguard S&P 500 ETF - Exchange Traded Fund | — | $5.8M | 0.1% | 8,215 | +5% | |||
| 118 | $PM | Philip Morris International Inc. | Consumer Staples | $5.7M | 0.1% | 30K | -0.6% | |||
| 119 | $MSI | Motorola Solutions, Inc. | Technology | $5.7M | 0.1% | 13K | -9% | |||
| 120 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $5.6M | 0.1% | 72K | -4% | |||
| 121 | $SO | SOUTHERN CO | Utilities | $5.6M | 0.1% | 67K | -4% | |||
| 122 | $ENB | ENBRIDGE INC | Energy | $5.6M | 0.1% | 119K | -2% | |||
| 123 | $MA | Mastercard Inc | Financials | $5.4M | 0.1% | 9,812 | -3% | |||
| 124 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $5.3M | 0.1% | 25K | -41% | |||
| 125 | $PLD | Prologis, Inc. | Real Estate | $5.2M | 0.1% | 40K | +14% | |||
| 126 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.2M | 0.1% | 10K | -5% | |||
| 127 | $FITB | FIFTH THIRD BANCORP | Financials | $5.1M | 0.1% | 100K | -0.4% | |||
| 128 | $USB | US BANCORP DE | Financials | $5.1M | 0.1% | 88K | -4% | |||
| 129 | — | Vanguard Consumer Staples ETF - Exchange Traded Fund | — | $4.9M | 0.1% | 23K | -6% | |||
| 130 | $WCN | Waste Connections, Inc. | Utilities | $4.8M | 0.1% | 31K | +0.4% | |||
| 131 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.6M | 0.1% | 47K | -2% | |||
| 132 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $4.6M | 0.1% | 26K | -0.4% | |||
| 133 | $INTC | INTEL CORP | Technology | $4.6M | 0.1% | 38K | -0.8% | |||
| 134 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $4.6M | 0.1% | 20K | -3% | |||
| 135 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.4M | 0.1% | 20K | -4% | |||
| 136 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $4.4M | 0.1% | 47K | -3% | |||
| 137 | — | Vanguard Total Bond Market ETF - Exchange Traded Fund | — | $4.4M | 0.1% | 63K | +0.6% | |||
| 138 | — | iShares Intermediate Government/Credit Bond ETF - Exchange Traded Fund | — | $4.4M | 0.1% | 42K | -2% | |||
| 139 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.4M | 0.1% | 5,895 | -5% | |||
| 140 | $DE | DEERE & CO | Industrials | $4.3M | 0.1% | 6,455 | -7% | |||
| 141 | $LRCX | LAM RESEARCH CORP | Technology | $4.3M | 0.1% | 13K | +0.7% | |||
| 142 | — | Vanguard Energy ETF - Exchange Traded Fund | — | $4.3M | 0.1% | 25K | -9% | |||
| 143 | $SPGI | S&P Global Inc. | Financials | $4.2M | 0.1% | 11K | -4% | |||
| 144 | — | iShares TIPS Bond ETF - Exchange Traded Fund | — | $4.2M | 0.1% | 40K | +1% | |||
| 145 | $ALL | ALLSTATE CORP | Financials | $4.1M | 0.1% | 18K | -2% | |||
| 146 | — | iShares MSCI ACWI ETF - Exchange Traded Fund | — | $4.1M | 0.1% | 26K | -0.3% | |||
| 147 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $4.0M | 0.1% | 35K | -39% | |||
| 148 | $PAYX | PAYCHEX INC | Technology | $4.0M | 0.1% | 41K | -7% | |||
| 149 | $CME | CME GROUP INC. | Financials | $4.0M | 0.1% | 15K | -5% | |||
| 150 | $PFE | PFIZER INC | Healthcare | $3.7M | 0.1% | 128K | +11% |
What changed in Q3 2026
Against the previous quarter's 13F: 114 new, 501 added to, 1,236 trimmed, 163 sold out. Share-count changes; largest moves by dollar size first.
New positions (114)
- iShares Agency Bond ETF - Exchange Traded Fund$1.1M
first bought this quarter
- JPMorgan BetaBuilders Japan ETF - Exchange Traded Fund$448K
first bought this quarter
- Pacer Trendpilot US Large Cap ETF - Exchange Traded Fund$219K
first bought this quarter
- Teva Pharmaceutical Industries Ltd - Common / Ordinary Stock$105K
first bought this quarter
$MBGLMobility Global Inc.$99K
first bought this quarter
- Schwab International Equity ETF - Exchange Traded Fund$80K
first bought this quarter
+108 more in the Excel export
Added to (501)
$CRWDCrowdStrike Holdings, Inc.+284%
now $10.8M · held 11+ qtrs
$GEVGE Vernova Inc.+605%
now $7.8M · held 10 qtrs
$CGNXCOGNEX CORP+5144%
now $3.5M · held 11+ qtrs, 3 adds in a row
$MDBMongoDB, Inc.+5333%
now $2.8M · held 11+ qtrs
$CDNSCADENCE DESIGN SYSTEMS INC+36%
now $7.1M · held 11+ qtrs, 3 adds in a row
$TSLATesla, Inc.+12%
now $15.5M · held 11+ qtrs
+495 more in the Excel export
Trimmed (1,236)
$AOSSMITH A O CORP-99%
now $143K
now $204.1M · held 11+ qtrs, 4 trims in a row
$ROPROPER TECHNOLOGIES INC-88%
now $1.3M
- Vanguard Morningstar Mid-Cap ETF - Exchange Traded Fund-7%
now $131.2M
now $201.3M · held 11+ qtrs, 6 trims in a row
now $101.7M · held 11+ qtrs, 5 trims in a row
+1,230 more in the Excel export
Sold out (163)
- iShares 0-1 Year TIPS Bond ETF - Exchange Traded Fundwas $350K
$EAELECTRONIC ARTS INC.was $209K
held 10+ qtrs
- Star Financial Group Inc - Common / Ordinary Stockwas $129K
$AVBAVALONBAY COMMUNITIES INCwas $79K
- Schwab Intermediate-Term U.S. Treasury ETF - Exchange Traded Fundwas $77K
$GTLSCHART INDUSTRIES INCwas $69K
+157 more in the Excel export
Holdings by quarter
Every 13F MassMutual Private Wealth & Trust, FSB has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow MassMutual Private Wealth & , FSB?
Q3 2026 13F filed with the SEC on Oct 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MassMutual Private Wealth & , FSB's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MassMutual Private Wealth & Trust, FSB disclosed 2,398 positions worth $3.8B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 5.4% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 114 new positions and exited 163. The portfolio is most concentrated in Technology (30.9% of disclosed assets). All figures are sourced directly from MassMutual Private Wealth & Trust, FSB’s Form 13F-HR filing with the SEC under CIK 1103653.
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AI-Powered Hedge Fund Analysis: MassMutual Private Wealth & Trust, FSB
13F Pro is an AI hedge fund tracker and stock research platform. For MassMutual Private Wealth & Trust, FSB (SEC CIK: 1103653), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MassMutual Private Wealth & Trust, FSB's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.