MassMutual Private Wealth & Trust, FSB holds a diversified book of 2418 stocks worth $3.7B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P 500 Esg ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book. Cloning the disclosed picks since 2014 would be +266% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1103653/holdings"
Use Arkolith to show MassMutual Private Wealth & Trust, FSB's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +267.8%, a 1.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning MassMutual Private Wealth & Trust, FSB's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MassMutual Private Wealth & Trust, FSB
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $623.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $584.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $469.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $235.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $187.0B |
| UBS Group AG | 80 / 80 | $169.5B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $153.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $100.1B |
Ranked by how many of MassMutual Private Wealth & Trust, FSB's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp Common / Ordinary Stock | $171.9M | 985.4K | 4.7% | ▼−5.5% Reduced · −58K sh | |
| 2 | Apple Inc Common / Ordinary Stock | $170.3M | 671.0K | 4.6% | ▼−2.2% Reduced · −15K sh | |
| 3 | Vanguard Mid-Cap ETF Exchange Traded Fund | $147.7M | 514.4K | 4.0% | ▼−1.3% Reduced · −7K sh | |
| 4 | Microsoft Corp Common / Ordinary Stock | $136.6M | 369.1K | 3.7% | ▼−0.8% Reduced · −3K sh | |
| 5 | Vanguard FTSE Developed Markets ETF Exchange Traded Fund | $99.6M | 1.55M | 2.7% | ▼−0.6% Reduced · −10K sh | |
| 6 | Amazon.com Inc Common / Ordinary Stock | $93.1M | 446.9K | 2.5% | ▼−2.1% Reduced · −9K sh | |
| 7 | Alphabet Inc Common / Ordinary Stock | $87.6M | 304.5K | 2.4% | ▼−5.8% Reduced · −19K sh | |
| 8 | JPMorgan Chase & Co Common / Ordinary Stock | $75.9M | 257.9K | 2.1% | ▼−3.1% Reduced · −8K sh | |
| 9 | Broadcom INC Common / Ordinary Stock | $66.7M | 215.4K | 1.8% | ▼−0.8% Reduced · −2K sh | |
| 10 | Alphabet Inc Common / Ordinary Stock | $63.4M | 220.8K | 1.7% | ▼−5.1% Reduced · −12K sh | |
| 11 | Chevron Corp Common / Ordinary Stock | $59.1M | 285.6K | 1.6% | ▼−2.0% Reduced · −6K sh | |
| 12 | iShares MSCI EAFE ETF Exchange Traded Fund | $59.0M | 607.2K | 1.6% | ▲+6.9% Added · +39K sh | |
| 13 | Meta Platforms Inc Common / Ordinary Stock | $56.9M | 99.4K | 1.5% | ▼−0.5% Reduced · −510 sh | |
| 14 | Dimensional US Small Cap ETF Exchange Traded Fund | $52.3M | 735.4K | 1.4% | ▼−3.3% Reduced · −25K sh | |
| 15 | iShares Core S&P Mid-Cap ETF Exchange Traded Fund | $47.9M | 708.9K | 1.3% | ▼−3.3% Reduced · −24K sh | |
| 16 | Johnson & Johnson Common / Ordinary Stock | $45.3M | 185.3K | 1.2% | ▼−5.4% Reduced · −11K sh | |
| 17 | Visa Inc Common / Ordinary Stock | $44.8M | 148.2K | 1.2% | ▼−0.8% Reduced · −1K sh | |
| 18 | Walmart Inc Common / Ordinary Stock | $44.2M | 355.4K | 1.2% | ▼−5.8% Reduced · −22K sh | |
| 19 | Berkshire Hathaway Inc Common / Ordinary Stock | $43.3M | 90.4K | 1.2% | ▼−1.3% Reduced · −1K sh | |
| 20 | RTX Corp Common / Ordinary Stock | $42.1M | 218.4K | 1.1% | ▼−7.9% Reduced · −19K sh | |
| 21 | Cisco Systems Inc Common / Ordinary Stock | $41.1M | 529.5K | 1.1% | ▼−2.3% Reduced · −12K sh | |
| 22 | McDonald's CORP Common / Ordinary Stock | $39.0M | 125.4K | 1.1% | ▼−1.5% Reduced · −2K sh | |
| 23 | Home Depot Inc Common / Ordinary Stock | $38.9M | 118.3K | 1.1% | ▲+0.8% Added · +902 sh | |
| 24 | Procter & Gamble CO Common / Ordinary Stock | $38.0M | 263.2K | 1.0% | ▲+1.9% Added · +5K sh | |
| 25 | AbbVie INC Common / Ordinary Stock | $36.6M | 168.2K | 1.0% | ▼−2.0% Reduced · −3K sh | |
| 26 | SPDR S&P MidCap 400 ETF Trust Exchange Traded Fund | $35.2M | 57.1K | 1.0% | ▼−1.9% Reduced · −1K sh | |
| 27 | iShares Core MSCI EAFE ETF Exchange Traded Fund | $34.3M | 378.7K | 0.9% | ▲+2.5% Added · +9K sh | |
| 28 | iShares Core S&P Small-Cap ETF Exchange Traded Fund | $34.3M | 275.7K | 0.9% | ▼−0.5% Reduced · −1K sh | |
| 29 | Caterpillar Inc Common / Ordinary Stock | $34.1M | 48.2K | 0.9% | ▼−11% Reduced · −6K sh | |
| 30 | Vanguard Information Technology ETF Exchange Traded Fund | $33.0M | 47.3K | 0.9% | ▼−0.1% Reduced · −52 sh | |
| 31 | Bank of America Corp Common / Ordinary Stock | $31.5M | 646.9K | 0.9% | ▼−2.6% Reduced · −17K sh | |
| 32 | Chubb Ltd Common / Ordinary Stock | $31.3M | 95.9K | 0.9% | ▼−2.8% Reduced · −3K sh | |
| 33 | Ameriprise Financial Inc Common / Ordinary Stock | $31.0M | 69.8K | 0.8% | ▲+1.0% Added · +676 sh | |
| 34 | Vanguard Short-Term Treasury ETF Exchange Traded Fund | $29.3M | 501.1K | 0.8% | ▼−0.8% Reduced · −4K sh | |
| 35 | Exxon Mobil Corp Common / Ordinary Stock | $28.8M | 169.8K | 0.8% | ▼−9.9% Reduced · −19K sh | |
| 36 | NextEra Energy Inc Common / Ordinary Stock | $28.3M | 304.3K | 0.8% | ▼−0.6% Reduced · −2K sh | |
| 37 | Schwab Short-Term U.S. Treasury ETF Exchange Traded Fund | $27.8M | 1.15M | 0.8% | ▲+35% Added · +296K sh | |
| 38 | Thermo Fisher Scientific Inc Common / Ordinary Stock | $26.1M | 53.2K | 0.7% | ▼−0.8% Reduced · −411 sh | |
| 39 | Eli Lilly & Co Common / Ordinary Stock | $25.8M | 28.0K | 0.7% | ▲+8.0% Added · +2K sh | |
| 40 | O'Reilly Automotive Inc Common / Ordinary Stock | $25.6M | 277.0K | 0.7% | ▼−4.8% Reduced · −14K sh | |
| 41 | Ecolab Inc Common / Ordinary Stock | $25.3M | 94.9K | 0.7% | ▼−0.6% Reduced · −604 sh | |
| 42 | Booking Holdings Inc Common / Ordinary Stock | $25.0M | 5.9K | 0.7% | ▲+4.6% Added · +263 sh | |
| 43 | PepsiCo Inc Common / Ordinary Stock | $23.7M | 152.8K | 0.6% | ▲+14% Added · +19K sh | |
| 44 | Verizon Communications Inc Common / Ordinary Stock | $23.5M | 468.7K | 0.6% | ▲+2.9% Added · +13K sh | |
| 45 | Stryker CORP Common / Ordinary Stock | $22.7M | 69.1K | 0.6% | ▲+0.8% Added · +573 sh | |
| 46 | L3Harris Technologies Inc Common / Ordinary Stock | $22.1M | 63.9K | 0.6% | ▼−5.1% Reduced · −3K sh | |
| 47 | Lincoln Electric Holdings Inc Common / Ordinary Stock | $21.4M | 86.0K | 0.6% | ▼−3.9% Reduced · −3K sh | |
| 48 | iShares Core MSCI Emerging Markets ETF Exchange Traded Fund | $20.7M | 297.4K | 0.6% | ▲+2.2% Added · +6K sh | |
| 49 | Avantis Emerging Markets Equity ETF Exchange Traded Fund | $20.5M | 254.8K | 0.6% | ▼−1.3% Reduced · −3K sh | |
| 50 | Honeywell International Inc Common / Ordinary Stock | $19.5M | 86.5K | 0.5% | ▼−2.5% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 2,429 | $3.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 2,394 | $3.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 2,398 | $3.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 2,375 | $3.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 1, 2025 | 2,387 | $3.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 2,334 | $3.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 2,165 | $3.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 2, 2024 | 2,159 | $3.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 9, 2024 | 2,077 | $3.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 3, 2024 | 1,978 | $3.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 4, 2023 | 1,992 | $2.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 2, 2023 | 1,934 | $2.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 1,861 | $2.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 6, 2023 | 1,769 | $2.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 7, 2022 | 1,733 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 7, 2022 | 1,649 | $2.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 8, 2022 | 1,565 | $2.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 1,425 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 1,297 | $2.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 1,240 | $2.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 1,155 | $2.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 924 | $2.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 763 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 774 | $1.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.