Alvarez & Marsal Private Wealth Partners, LLC
13F Reported Value
ⓘ$712.2M
Holdings
177
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Alvarez & Marsal Private Wealth Partners, LLC disclosed 177 positions worth $712.2M in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 10.1% of the equity portfolio. During the quarter the fund opened 79 new positions and exited 12. The portfolio is most concentrated in Other (52.0% of disclosed assets). All figures are sourced directly from Alvarez & Marsal Private Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2109121.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$71.9M956,589 sh VANGUARD MUN BD FDS
—Quality
$71.3M1,428,518 sh- —
Quality
$68.1M104,447 sh GMO ETF TRUST
—Quality
$62.5M1,725,553 sh- —
Quality
$55.8M96,666 sh VANGUARD INDEX FDS
—Quality
$41.1M68,735 sh- 80.2
Quality
$36.5M127,026 sh - 70.0
Quality
$33.9M175,899 sh - 83.7
Quality
$29.1M78,607 sh ISHARES TR
—Quality
$28.0M247,312 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Invesco Ltd.$IVZ | — | $71.9M | 956,589 |
| VANGUARD MUN BD FDS | — | $71.3M | 1,428,518 |
 SPDR S&P 500 ETF TRUST$SPY | — | $68.1M | 104,447 |
| GMO ETF TRUST | — | $62.5M | 1,725,553 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $55.8M | 96,666 |
| VANGUARD INDEX FDS | — | $41.1M | 68,735 |
 Alphabet Inc.$GOOG | 80.2 | $36.5M | 127,026 |
 RTX Corp$RTX | 70.0 | $33.9M | 175,899 |
 MICROSOFT CORP$MSFT | 83.7 | $29.1M | 78,607 |
| ISHARES TR | — | $28.0M | 247,312 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alvarez & Marsal Private Wealth Partners, LLC's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$370.4M
Financials
$165.2M
Technology
$104.3M
Industrials
$42.4M
Consumer Discretionary
$9.4M
Healthcare
$8.1M
Energy
$4.5M
Consumer Staples
$2.3M
Full Holdings — Alvarez & Marsal Private Wealth Partners, LLC (Q1 2026)
All 177 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $71.9M | 10.1% | +24% | — |
| 2 | — | VANGUARD MUN BD FDS | $71.3M | 10.0% | NEW | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $68.1M | 9.6% | +0% | — |
| 4 | — | GMO ETF TRUST | $62.5M | 8.8% | +81% | — |
| 5 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $55.8M | 7.8% | +0% | — |
| 6 | — | VANGUARD INDEX FDS | $41.1M | 5.8% | NEW | — |
| 7 | $GOOG | Alphabet Inc. | $36.5M | 5.1% | +6% | 80.2 |
| 8 | $RTX | RTX Corp | $33.9M | 4.8% | +1% | 70 |
| 9 | $MSFT | MICROSOFT CORP | $29.1M | 4.1% | +12% | 83.7 |
| 10 | — | ISHARES TR | $28.0M | 3.9% | +0% | — |
| 11 |  $V | VISA INC. | $26.5M | 3.7% | -1% | 83.5 |
| 12 |  $GLDM | World Gold Trust | $22.2M | 3.1% | +0% | — |
| 13 | — | ISHARES TR | $15.4M | 2.2% | +0% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $15.3M | 2.1% | +7% | 64.5 |
| 15 | — | ISHARES INC | $9.1M | 1.3% | +2969% | — |
| 16 |  $TPL | Texas Pacific Land Corp | $8.6M | 1.2% | +1% | 79.1 |
| 17 |  $AAPL | Apple Inc. | $7.8M | 1.1% | +126% | 76.1 |
| 18 |  $NVDA | NVIDIA CORP | $7.7M | 1.1% | +152% | 90.2 |
| 19 | — | VANGUARD TAX-MANAGED FDS | $6.0M | 0.8% | +0% | — |
| 20 |  $IAU | ISHARES GOLD TRUST | $5.7M | 0.8% | NEW | — |
| 21 |  $AMZN | AMAZON COM INC | $4.1M | 0.6% | +122% | 74.6 |
| 22 |  $AVGO | Broadcom Inc. | $3.7M | 0.5% | +57% | 86.4 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 0.4% | +130% | 35.6 |
| 24 |  $GOOGL | Alphabet Inc. | $2.6M | 0.4% | +157% | 80.2 |
| 25 | — | VANGUARD CHARLOTTE FDS | $2.4M | 0.3% | +0% | — |
| 26 |  $META | Meta Platforms, Inc. | $2.4M | 0.3% | +120% | 80.9 |
| 27 | — | ISHARES TR | $2.2M | 0.3% | +0% | — |
| 28 |  $LLY | ELI LILLY & Co | $1.6M | 0.2% | +99% | 89.3 |
| 29 | — | ISHARES TR | $1.6M | 0.2% | +0% | — |
| 30 |  $TSLA | Tesla, Inc. | $1.5M | 0.2% | +585% | 50.1 |
| 31 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.2% | +0% | — |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.2% | NEW | — |
| 33 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.2% | NEW | 61.8 |
| 34 |  $WMT | Walmart Inc. | $1.3M | 0.2% | +48% | 63.2 |
| 35 |  $MA | Mastercard Inc | $1.2M | 0.2% | +53% | 81.7 |
| 36 |  $ABBV | AbbVie Inc. | $1.2M | 0.2% | +76% | 59.3 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.2% | +33% | 67 |
| 38 | — | VANGUARD BD INDEX FDS | $1.2M | 0.2% | +0% | — |
| 39 |  $JNJ | JOHNSON & JOHNSON | $998,049 | 0.1% | +733% | 72.8 |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $968,168 | 0.1% | +231% | 72.3 |
| 41 |  $MS | MORGAN STANLEY | $954,177 | 0.1% | +14% | — |
| 42 |  $NFLX | NETFLIX INC | $947,078 | 0.1% | +50% | 86.7 |
| 43 |  $ETN | Eaton Corp plc | $818,707 | 0.1% | +113% | — |
| 44 | — | VANGUARD INTL EQUITY INDEX F | $811,615 | 0.1% | +73% | — |
| 45 |  $KLAC | KLA CORP | $771,543 | 0.1% | +53% | 84.4 |
| 46 |  $AMAT | APPLIED MATERIALS INC /DE | $734,849 | 0.1% | NEW | 74.8 |
| 47 |  $CAT | CATERPILLAR INC | $726,172 | 0.1% | NEW | 67.8 |
| 48 | — | VANGUARD SCOTTSDALE FDS | $703,358 | 0.1% | +0% | — |
| 49 |  $USB | US BANCORP DE | $670,703 | 0.1% | NEW | 71.4 |
| 50 |  $HD | HOME DEPOT, INC. | $655,149 | 0.1% | +64% | 69.2 |
| 51 |  $SNDK | Sandisk Corp | $649,953 | 0.1% | NEW | 88.8 |
| 52 |  $CB | Chubb Ltd | $644,320 | 0.1% | +45% | — |
| 53 |  $MU | MICRON TECHNOLOGY INC | $628,999 | 0.1% | NEW | 88.4 |
| 54 |  $CEG | Constellation Energy Corp | $619,656 | 0.1% | +31% | 62.5 |
| 55 |  $CVX | CHEVRON CORP | $610,148 | 0.1% | +96% | 54.7 |
| 56 |  $TTE | TotalEnergies SE | $563,985 | 0.1% | NEW | — |
| 57 | — | ISHARES TR | $561,761 | 0.1% | -80% | — |
| 58 |  $ADI | ANALOG DEVICES INC | $560,245 | 0.1% | +62% | 76.2 |
| 59 |  $CCJ | CAMECO CORP | $559,233 | 0.1% | NEW | — |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $548,681 | 0.1% | NEW | 68.4 |
| 61 |  $AMD | ADVANCED MICRO DEVICES INC | $541,938 | 0.1% | NEW | 78.8 |
| 62 |  $EME | EMCOR Group, Inc. | $523,462 | 0.1% | NEW | 71.7 |
| 63 |  $LRCX | LAM RESEARCH CORP | $518,756 | 0.1% | +333% | 82.4 |
| 64 |  $AIZ | ASSURANT, INC. | $515,338 | 0.1% | NEW | 62.6 |
| 65 |  $TJX | TJX COMPANIES INC /DE/ | $514,713 | 0.1% | +20% | 70.7 |
| 66 |  $PWR | QUANTA SERVICES, INC. | $513,883 | 0.1% | -34% | 62.6 |
| 67 |  $BAP | CREDICORP LTD | $511,483 | 0.1% | NEW | — |
| 68 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $511,167 | 0.1% | NEW | 66.5 |
| 69 |  $ALL | ALLSTATE CORP | $493,955 | 0.1% | NEW | 76.6 |
| 70 |  $MRK | Merck & Co., Inc. | $488,073 | 0.1% | +814% | 70.9 |
| 71 |  $AMGN | AMGEN INC | $486,609 | 0.1% | +21% | 79.5 |
| 72 |  $ANET | Arista Networks, Inc. | $485,595 | 0.1% | +18% | 86 |
| 73 |  $ORCL | ORACLE CORP | $482,668 | 0.1% | +214% | 67.2 |
| 74 |  $VLO | VALERO ENERGY CORP/TX | $476,617 | 0.1% | -20% | 51.4 |
| 75 |  $T | AT&T INC. | $471,725 | 0.1% | NEW | 71.9 |
| 76 |  $LIN | LINDE PLC | $467,502 | 0.1% | -89% | — |
| 77 |  $VRT | Vertiv Holdings Co | $466,831 | 0.1% | +0% | 82.7 |
| 78 | — | VANGUARD SCOTTSDALE FDS | $462,242 | 0.1% | +0% | — |
| 79 |  $PANW | Palo Alto Networks Inc | $449,217 | 0.1% | +10% | 66.5 |
| 80 |  $ISRG | INTUITIVE SURGICAL INC | $445,777 | 0.1% | +16% | 81.4 |
| 81 |  $TT | Trane Technologies plc | $445,078 | 0.1% | +0% | — |
| 82 |  $COF | CAPITAL ONE FINANCIAL CORP | $441,116 | 0.1% | +26% | 71 |
| 83 |  $PLTR | Palantir Technologies Inc. | $440,010 | 0.1% | NEW | 85.8 |
| 84 | — | ISHARES TR | $434,635 | 0.1% | +0% | — |
| 85 |  $BN | BROOKFIELD Corp /ON/ | $433,960 | 0.1% | NEW | — |
| 86 |  $GE | GENERAL ELECTRIC CO | $432,898 | 0.1% | NEW | 74.8 |
| 87 |  $MPC | Marathon Petroleum Corp | $432,199 | 0.1% | NEW | 50.7 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $430,372 | 0.1% | +28% | — |
| 89 |  $SONY | Sony Group Corp | $427,807 | 0.1% | NEW | — |
| 90 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $426,400 | 0.1% | NEW | 60.5 |
| 91 |  $CRM | Salesforce, Inc. | $425,608 | 0.1% | +80% | 75.2 |
| 92 | — | ISHARES TR | $420,289 | 0.1% | +0% | — |
| 93 |  $GSK | GSK plc | $415,559 | 0.1% | NEW | — |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $414,729 | 0.1% | NEW | 66.7 |
| 95 |  $PG | PROCTER & GAMBLE Co | $407,610 | 0.1% | +706% | 72.9 |
| 96 |  $PM | Philip Morris International Inc. | $403,513 | 0.1% | NEW | 80.5 |
| 97 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $388,043 | 0.1% | +28% | 76.6 |
| 98 |  $BLK | BlackRock, Inc. | $385,646 | 0.1% | +83% | 70.3 |
| 99 |  $COP | CONOCOPHILLIPS | $380,556 | 0.1% | NEW | 74.8 |
| 100 | — | ISHARES TR | $379,070 | 0.1% | +0% | — |
| 101 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $368,120 | 0.1% | NEW | — |
| 102 | — | ISHARES TR | $366,165 | 0.1% | +0% | — |
| 103 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $365,617 | 0.1% | +25% | 63.7 |
| 104 |  $APH | AMPHENOL CORP /DE/ | $360,557 | 0.1% | NEW | 80.5 |
| 105 |  $KO | COCA COLA CO | $353,646 | 0.1% | +668% | 74 |
| 106 | — | ISHARES TR | $344,864 | 0.1% | +0% | — |
| 107 |  $DHR | DANAHER CORP /DE/ | $341,050 | 0.1% | +35% | 63.9 |
| 108 |  $UNH | UNITEDHEALTH GROUP INC | $336,343 | 0.1% | +174% | 66.8 |
| 109 |  $CRWD | CrowdStrike Holdings, Inc. | $332,239 | 0.1% | -6% | 55 |
| 110 |  $LOW | LOWES COMPANIES INC | $331,265 | 0.1% | NEW | 63.5 |
| 111 |  $GEV | GE Vernova Inc. | $331,019 | 0.1% | NEW | 70.1 |
| 112 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $324,929 | 0.1% | NEW | — |
| 113 |  $NEE | NEXTERA ENERGY INC | $324,616 | 0.1% | NEW | 71.7 |
| 114 | — | ISHARES TR | $322,233 | 0.1% | +0% | — |
| 115 |  $MCD | MCDONALDS CORP | $313,898 | 0.0% | NEW | 73.9 |
| 116 |  $NOW | ServiceNow, Inc. | $311,559 | 0.0% | +8% | 76 |
| 117 |  $PGR | PROGRESSIVE CORP/OH/ | $306,876 | 0.0% | NEW | 83.6 |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $297,964 | 0.0% | NEW | 65 |
| 119 |  $ADBE | ADOBE INC. | $296,315 | 0.0% | +33% | 80.4 |
| 120 |  $TRGP | Targa Resources Corp. | $295,861 | 0.0% | NEW | 70 |
| 121 |  $UNP | UNION PACIFIC CORP | $295,026 | 0.0% | NEW | 74 |
| 122 | — | J P MORGAN EXCHANGE TRADED F | $293,478 | 0.0% | +0% | — |
| 123 |  $UBER | Uber Technologies, Inc | $291,317 | 0.0% | +295% | 79.3 |
| 124 |  $ABT | ABBOTT LABORATORIES | $289,324 | 0.0% | +381% | 67 |
| 125 |  $SCHW | SCHWAB CHARLES CORP | $288,895 | 0.0% | NEW | 77.2 |
| 126 |  $CME | CME GROUP INC. | $288,557 | 0.0% | NEW | 74.5 |
| 127 |  $CW | CURTISS WRIGHT CORP | $288,215 | 0.0% | NEW | 70.7 |
| 128 |  $ACN | Accenture plc | $286,132 | 0.0% | +625% | — |
| 129 |  $HLN | Haleon plc | $284,925 | 0.0% | NEW | — |
| 130 |  $QCOM | QUALCOMM INC/DE | $282,286 | 0.0% | NEW | 81.9 |
| 131 |  $NEM | NEWMONT Corp /DE/ | $278,235 | 0.0% | NEW | 88.3 |
| 132 |  $NVS | NOVARTIS AG | $277,852 | 0.0% | NEW | — |
| 133 |  $GILD | GILEAD SCIENCES, INC. | $275,813 | 0.0% | NEW | 77.8 |
| 134 |  $INTC | INTEL CORP | $273,518 | 0.0% | NEW | 41.5 |
| 135 |  $CIEN | CIENA CORP | $271,761 | 0.0% | NEW | 70.7 |
| 136 |  $PEP | PEPSICO INC | $266,944 | 0.0% | +24% | 62.7 |
| 137 |  $CMI | CUMMINS INC | $266,320 | 0.0% | NEW | 58.9 |
| 138 |  $ALC | ALCON INC | $265,232 | 0.0% | NEW | — |
| 139 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $258,233 | 0.0% | +0% | — |
| 140 |  $ORLY | O REILLY AUTOMOTIVE INC | $257,545 | 0.0% | NEW | 72.7 |
| 141 |  $FIX | COMFORT SYSTEMS USA INC | $253,734 | 0.0% | NEW | 79.5 |
| 142 |  $AXP | AMERICAN EXPRESS CO | $251,966 | 0.0% | NEW | 73.2 |
| 143 |  $UL | UNILEVER PLC | $250,463 | 0.0% | NEW | — |
| 144 |  $VZ | VERIZON COMMUNICATIONS INC | $250,347 | 0.0% | NEW | 71.6 |
| 145 |  $HUBB | HUBBELL INC | $249,296 | 0.0% | NEW | 68.7 |
| 146 |  $SHW | SHERWIN WILLIAMS CO | $249,067 | 0.0% | NEW | 65.3 |
| 147 | — | T ROWE PRICE ETF INC | $249,040 | 0.0% | +0% | — |
| 148 |  $LNG | Cheniere Energy, Inc. | $246,587 | 0.0% | -21% | 48.4 |
| 149 |  $MCK | MCKESSON CORP | $245,995 | 0.0% | NEW | 63.7 |
| 150 |  $PHM | PULTEGROUP INC/MI/ | $243,991 | 0.0% | -29% | 65.1 |
| 151 |  $C | CITIGROUP INC | $243,945 | 0.0% | +13% | 54.8 |
| 152 |  $DE | DEERE & CO | $242,351 | 0.0% | NEW | 57.4 |
| 153 |  $BKNG | Booking Holdings Inc. | $239,988 | 0.0% | NEW | 55.3 |
| 154 |  $AZO | AUTOZONE INC | $239,822 | 0.0% | NEW | 66.5 |
| 155 |  $BMY | BRISTOL MYERS SQUIBB CO | $237,445 | 0.0% | NEW | 70.1 |
| 156 |  $BX | Blackstone Inc. | $237,224 | 0.0% | -10% | 68 |
| 157 |  $BWA | BORGWARNER INC | $236,574 | 0.0% | NEW | 57.2 |
| 158 |  $URI | UNITED RENTALS, INC. | $234,596 | 0.0% | NEW | 70.7 |
| 159 | — | J P MORGAN EXCHANGE TRADED F | $234,294 | 0.0% | -67% | — |
| 160 |  $PLD | Prologis, Inc. | $233,166 | 0.0% | NEW | 67.5 |
| 161 | — | ISHARES TR | $229,736 | 0.0% | +0% | — |
| 162 |  $JBL | JABIL INC | $228,442 | 0.0% | NEW | 51.9 |
| 163 |  $FN | Fabrinet | $228,426 | 0.0% | NEW | 72.4 |
| 164 |  $HON | HONEYWELL INTERNATIONAL INC | $228,290 | 0.0% | +142% | 65.7 |
| 165 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $228,279 | 0.0% | -31% | 74.6 |
| 166 |  $SLB | SLB LIMITED/NV | $223,434 | 0.0% | NEW | 63.2 |
| 167 |  $ICE | Intercontinental Exchange, Inc. | $219,720 | 0.0% | +4% | 73.8 |
| 168 |  $MDT | Medtronic plc | $218,225 | 0.0% | NEW | — |
| 169 |  $COHR | COHERENT CORP. | $213,198 | 0.0% | NEW | 64 |
| 170 |  $DIS | Walt Disney Co | $208,374 | 0.0% | +231% | 68.9 |
| 171 |  $JCI | Johnson Controls International plc | $207,664 | 0.0% | NEW | — |
| 172 |  $SPOT | Spotify Technology S.A. | $206,572 | 0.0% | NEW | — |
| 173 |  $HSBC | HSBC HOLDINGS PLC | $202,529 | 0.0% | NEW | — |
| 174 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $202,347 | 0.0% | NEW | 59.5 |
| 175 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $201,581 | 0.0% | NEW | 74.4 |
| 176 |  $SAN | Banco Santander, S.A. | $140,492 | 0.0% | NEW | — |
| 177 |  $MFG | MIZUHO FINANCIAL GROUP INC | $83,291 | 0.0% | NEW | — |
New Positions (79)
$IAU ISHARES GOLD TRUST$5.7M$GS GOLDMAN SACHS GROUP INC$1.4M$XOM EXXON MOBIL CORP$1.3M$AMAT APPLIED MATERIALS INC /DE$734,849$CAT CATERPILLAR INC$726,172$SNDK Sandisk Corp$649,953$MU MICRON TECHNOLOGY INC$628,999$TTE TotalEnergies SE$563,985$CCJ CAMECO CORP$559,233$BAC BANK OF AMERICA CORP /DE/$548,681$AMD ADVANCED MICRO DEVICES INC$541,938$EME EMCOR Group, Inc.$523,462$AIZ ASSURANT, INC.$515,338Exited Positions (12)
$TXN TEXAS INSTRUMENTS INC
$STZ CONSTELLATION BRANDS, INC.
$SBUX STARBUCKS CORP
$GD GENERAL DYNAMICS CORP
$CI Cigna Group
$HLT Hilton Worldwide Holdings Inc.
$ASML ASML HOLDING NV
$DGX QUEST DIAGNOSTICS INC
$CHRW C. H. ROBINSON WORLDWIDE, INC.
$NVO NOVO NORDISK A SBrowse Top Institutional Investors
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