Arkolith/Funds/Alvarez & Marsal Private Wealth Partners, LLC

Alvarez & Marsal Private Wealth Partners, LLC

CIK 2109121Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Alvarez & Marsal Private Wealth Partners, LLC holds a focused book of 107 stocks worth $758.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Invesco S&P 500 Quality ETF. Their largest long position is Invesco S&P 500 Quality ETF at 11% of the equity book.

Opened
12
bought for the first time
Added to
27
already held, bought more
Trimmed
53
sold some, still holds it
Sold out
82
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
75%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Information Technology
14%
Financials
11%
Industrials
5%
Consumer Discretionary
1%
Health Care
1%
Materials
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alvarez & Marsal Private Wealth Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$687.2B
JPMORGAN CHASE & CO79 / 80$647.9B
BANK OF AMERICA CORP /DE/79 / 80$495.6B
WELLS FARGO & COMPANY/MN79 / 80$197.2B
ROYAL BANK OF CANADA79 / 80$188.5B
UBS Group AG79 / 80$185.2B
ENVESTNET ASSET MANAGEMENT INC79 / 80$127.7B
RAYMOND JAMES FINANCIAL INC79 / 80$120.7B

Ranked by the share of each fund's own book sitting in the names it shares with Alvarez & Marsal Private Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 QUALITY
$85.4M948.4K
11.3%
−0.8%
Reduced · −8K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$78.2M104.4K
10.3%
Held
3Invesco QQQ TR
UNIT SER 1
$71.3M96.7K
9.4%
Held
4GMO ETF Trust
US QUALITY ETF
$71.2M1.71M
9.4%
−1.0%
Reduced · −18K sh
5Vanguard Mun BD FDS
TAX EXEMPT BD
$69.4M1.37M
9.1%
−4.0%
Reduced · −57K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$46.9M68.3K
6.2%
−0.6%
Reduced · −412 sh
7Alphabet Inc
CAP STK CL A
$45.1M126.1K
5.9%
−0.7%
Reduced · −944 sh
8Ishares TR
S&P 500 GRWT ETF
$35.1M254.9K
4.6%
+3.1%
Added · +8K sh
9RTX Corporation
COM
$33.4M175.9K
4.4%
~0%
Reduced · −36 sh
10Visa Inc
COM CL A
$30.0M87.4K
4.0%
−0.3%
Reduced · −296 sh
11Microsoft Corp
COM
$29.1M78.0K
3.8%
−0.8%
Reduced · −635 sh
12World Gold TR
SPDR GLD MINIS
$19.1M240.0K
2.5%
Held
13Ishares TR
S&P 500 VAL ETF
$16.9M74.4K
2.2%
+1.8%
Added · +1K sh
14Berkshire Hathaway Inc Del
CL B NEW
$15.9M31.7K
2.1%
−0.5%
Reduced · −161 sh
15Ishares Inc
CORE MSCI EMKT
$12.0M145.3K
1.6%
+12%
Added · +15K sh
16Apple Inc
COM
$9.0M31.2K
1.2%
+1.8%
Added · +551 sh
17Nvidia Corporation
COM
$8.9M44.7K
1.2%
+1.6%
Added · +703 sh
18Texas Pacific Land Corporati
COM
$7.9M18.0K
1.0%
−0.8%
Reduced · −141 sh
19Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$7.0M98.3K
0.9%
+5.7%
Added · +5K sh
20Ishares Gold TR
ISHARES NEW
$4.9M65.1K
0.6%
Held
21Amazon Com Inc
COM
$4.7M19.8K
0.6%
+0.2%
Added · +49 sh
22Broadcom Inc
COM
$4.6M12.1K
0.6%
+1.1%
Added · +138 sh
23Alphabet Inc
CAP STK CL C
$3.1M8.7K
0.4%
−3.4%
Reduced · −307 sh
24Ishares TR
S&P SML 600 GWT
$2.8M15.7K
0.4%
+3.8%
Added · +581 sh
25Vanguard Charlotte FDS
TOTAL INT BD ETF
$2.5M51.0K
0.3%
Held
26Meta Platforms Inc
CL A
$2.3M4.1K
0.3%
−3.3%
Reduced · −138 sh
27Eli Lilly & Co
COM
$2.0M1.6K
0.3%
−5.8%
Reduced · −101 sh
28Ishares TR
SP SMCP600VL ETF
$1.9M14.0K
0.3%
+5.3%
Added · +702 sh
29Kla Corp
COM NEW
$1.5M5.0K
0.2%
+864%
Added · +5K sh
30Ishares TR
CORE S&P500 ETF
$1.5M2.0K
0.2%
+129%
Added · +1K sh
31Mastercard Incorporated
CL A
$1.3M2.6K
0.2%
+4.8%
Added · +117 sh
32SPDR Gold TR
GOLD SHS
$1.2M3.3K
0.2%
Held
33Vanguard BD Index FDS
TOTAL BND MRKT
$1.1M15.7K
0.2%
Held
34Ishares TR
CORE MSCI EAFE
$1.1M11.7K
0.1%
+143%
Added · +7K sh
35JPMorgan Chase & Co
COM
$1.0M3.1K
0.1%
−67%
Reduced · −7K sh
36Johnson & Johnson
COM
$1.0M3.9K
0.1%
−3.4%
Reduced · −138 sh
37Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$952K16.0K
0.1%
+6.2%
Added · +937 sh
38Lam Research Corp
COM NEW
$934K2.2K
0.1%
−11%
Reduced · −271 sh
39Morgan Stanley
COM NEW
$824K3.9K
0.1%
−32%
Reduced · −2K sh
40ASML Hldg NV
N Y REGISTRY SHS
$820K412
0.1%
New
New position
41US Bancorp
COM NEW
$791K13.0K
0.1%
+1.7%
Added · +219 sh
42Ishares TR
RUS 1000 GRW ETF
$762K6.1K
0.1%
+590%
Added · +5K sh
43Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$701K15.0K
0.1%
Held
44Netflix Inc.
COM
$692K9.7K
0.1%
−1.6%
Reduced · −153 sh
45Home Depot Inc
COM
$660K1.9K
0.1%
−6.1%
Reduced · −122 sh
46Vertiv Holdings Co
COM CL A
$624K1.9K
0.1%
Held
47Costco Wholesale Corporation
COM
$602K644
0.1%
−46%
Reduced · −542 sh
48Quanta Svcs Inc
COM
$581K807
0.1%
−14%
Reduced · −129 sh
49Merck & Co Inc
COM
$520K4.0K
0.1%
−0.2%
Reduced · −9 sh
50Trane Technologies PLC
SHS
$512K1.0K
0.1%
−2.4%
Reduced · −26 sh
Showing 50 of 107 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026107$758.6M13F-HR
Q1 2026Mar 31, 2026May 14, 2026177$712.2M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026112$520.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.