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Holders — by stockHoldings — by fund

MassMutual Private Wealth & Trust, FSB

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1103653

$3.87B

disclosed book value

2,444

positions

4.8%

largest position share

Positions, as of 2026-06-30

top 100 of 2,444 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLApple Inc642,937$186.0M4.8%
2NVDANVIDIA Corp920,098$184.1M4.8%
3VOVanguard Mid-Cap ETF1.8M$144.3M3.7%
4MSFTMicrosoft Corp363,800$135.7M3.5%
5VEAVanguard FTSE Developed Markets ETF1.5M$108.6M2.8%
6AMZNAmazon.com Inc430,794$102.7M2.7%
7GOOGLAlphabet Inc279,354$99.8M2.6%
8JPMJPMorgan Chase & Co263,591$86.3M2.2%
9AVGOBroadcom INC213,408$80.6M2.1%
10GOOGAlphabet Inc213,484$75.4M1.9%
11CSCOCisco Systems Inc510,618$60.0M1.5%
12EFAiShares MSCI EAFE ETF574,755$59.7M1.5%
13DFASDimensional US Small Cap ETF719,308$59.2M1.5%
14METAMeta Platforms Inc101,098$56.9M1.5%
15IJHiShares Core S&P Mid-Cap ETF659,401$50.8M1.3%
16VVisa Inc145,648$50.0M1.3%
17BRK/BBerkshire Hathaway Inc96,116$48.1M1.2%
18CVXChevron Corp275,637$45.7M1.2%
19JNJJohnson & Johnson178,349$45.3M1.2%
20CATCaterpillar Inc42,523$45.3M1.2%
21VGTVanguard Information Technology ETF351,436$42.0M1.1%
22ABBVAbbVie INC164,347$41.4M1.1%
23HDHome Depot Inc/The116,796$41.2M1.1%
24SCHOSchwab Short-Term U.S. Treasury ETF1.7M$41.0M1.1%
25RTXRTX Corp207,927$39.4M1%
26IEFAiShares Core MSCI EAFE ETF405,071$39.1M1%
27IJRiShares Core S&P Small-Cap ETF262,909$39.0M1%
28WMTWalmart Inc339,523$38.5M1%
29MDYSPDR S&P MidCap 400 ETF Trust54,236$38.1M1%
30PGProcter & Gamble CO/THE254,820$37.4M1%
31BACBank of America Corp619,974$35.3M0.9%
32MCDMcDonald's CORP126,293$34.1M0.9%
33PANWPalo Alto Networks Inc98,971$33.8M0.9%
34LLYEli Lilly & Co27,326$32.8M0.8%
35Chubb Ltd92,607$31.6M0.8%
36AMPAmeriprise Financial Inc68,355$31.4M0.8%
37VGSHVanguard Short-Term Treasury ETF493,743$28.7M0.7%
38TMOThermo Fisher Scientific Inc52,114$26.1M0.7%
39NEENextEra Energy Inc296,830$26.1M0.7%
40ECLEcolab Inc93,280$26.0M0.7%
41BKNGBooking Holdings Inc144,771$25.8M0.7%
42AVEMAvantis Emerging Markets Equity ETF257,808$24.9M0.6%
43ORLYO'Reilly Automotive Inc263,722$24.3M0.6%
44EXMOCExxon Mobil Corp167,989$23.0M0.6%
45IEMGiShares Core MSCI Emerging Markets ETF276,445$22.9M0.6%
46LECOLincoln Electric Holdings Inc82,507$21.9M0.6%
47Eaton Corp PLC48,850$20.8M0.5%
48SYKStryker CORP65,936$20.8M0.5%
49PEPPepsiCo Inc146,901$19.9M0.5%
50VZVerizon Communications Inc461,418$19.5M0.5%
51MRKMerck & Co Inc150,778$19.4M0.5%
52IVViShares Core S&P 500 ETF25,392$19.0M0.5%
53VCSHVanguard Short-Term Corporate Bond ETF235,793$18.6M0.5%
54LHXL3Harris Technologies Inc61,177$17.8M0.5%
55VWOVanguard FTSE Emerging Markets ETF291,559$17.4M0.4%
56TSLATesla Inc38,794$16.3M0.4%
57BLKBlackRock Inc16,550$15.9M0.4%
58MRVLMarvell Technology Inc52,784$15.7M0.4%
59UNPUnion Pacific Corp56,545$15.4M0.4%
60COSTCostco Wholesale Corp15,898$14.9M0.4%
61CSLCarlisle Cos Inc39,680$14.4M0.4%
62VFHVanguard Financials ETF108,624$14.3M0.4%
63VRTXVertex Pharmaceuticals Inc28,385$14.1M0.4%
64AOSA O Smith Corp223,196$14.0M0.4%
65VGITVanguard Intermediate-Term Treasury ETF236,216$13.9M0.4%
66GSGoldman Sachs Group Inc/The13,568$13.7M0.4%
67MSMorgan Stanley64,118$13.4M0.3%
68XYLXylem Inc/NY109,337$12.9M0.3%
69RMDResMed Inc65,076$12.7M0.3%
70GDXVanEck Gold Miners ETF/USA159,112$12.0M0.3%
71VHTVanguard Health Care ETF40,007$12.0M0.3%
72VISVanguard Industrials ETF31,941$11.5M0.3%
73VCITVanguard Intermediate-Term Corporate Bond ETF137,546$11.4M0.3%
74VCRVanguard Consumer Discretionary ETF28,470$11.3M0.3%
75MMITNYLI MacKay Muni Intermediate ETF459,502$11.2M0.3%
76AMDAdvanced Micro Devices Inc18,713$10.9M0.3%
77LMTLockheed Martin Corp21,248$10.8M0.3%
78ROPRoper Technologies Inc31,745$10.7M0.3%
79VBKVanguard Small-Cap Growth ETF29,317$10.7M0.3%
80Medtronic PLC130,393$10.2M0.3%
81QCOMQualcomm Inc54,881$10.1M0.3%
82WMWaste Management Inc44,495$9.9M0.3%
83VOXVanguard Communication Services ETF53,539$9.8M0.3%
84VMBSVanguard Mortgage-Backed Securities ETF203,493$9.5M0.2%
85Honeywell International Inc42,340$9.5M0.2%
86NOCNorthrop Grumman Corp18,388$9.4M0.2%
87Honeywell Aerospace Inc42,324$9.4M0.2%
88SPYState Street SPDR S&P 500 ETF Trust12,506$9.3M0.2%
89BBUSJPMorgan BetaBuilders US Equity ETF68,195$9.2M0.2%
90VOEVanguard Mid-Cap Value ETF45,295$9.0M0.2%
91DHRDanaher Corp46,499$8.9M0.2%
92KOCoca-Cola Co/The106,653$8.7M0.2%
93BXBlackstone Inc72,616$8.5M0.2%
94PNCPNC Financial Services Group Inc/The34,656$8.5M0.2%
95NOWServiceNow Inc83,017$8.2M0.2%
96CRWDCrowdstrike Holdings Inc10,592$8.1M0.2%
97ETREntergy Corp70,019$8.0M0.2%
98AMATApplied Materials Inc10,723$7.8M0.2%
99AEPAmerican Electric Power Co Inc56,302$7.7M0.2%
100VOTVanguard Mid-Cap Growth ETF24,746$7.6M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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