McCarter Private Wealth Services LLC holds a diversified book of 179 reported positions worth $289.8M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Fidelity Total Bond ETF and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +26% (+23.5%/yr). That is a simulation of the disclosed long book, not audited returns.
McCarter Private Wealth Services LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning McCarter Private Wealth Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with 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.
70% mapped to company sectors
+3 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as McCarter Private Wealth Services LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Swiss Re Ltd | 48 / 80 | $1.0B |
| Evelyn Partners Group Ltd | 57 / 80 | $44.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.6M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 41 / 80 | $530.2M |
| Conway Capital Management, Inc. | 19 / 80 | $192.0M |
Ranked by the share of each fund's own book sitting in the names it shares with McCarter Private Wealth Services 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $14.6M | 38.7K | 5.0% | ▼−5.8% Reduced · −2K sh | |
| 2 | Microsoft Corp COM | $8.8M | 23.7K | 3.0% | ▲+6.4% Added · +1K sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $7.8M | 172.3K | 2.7% | ▲New New position | |
| 4 | Ishares TR CORE S&P500 ETF | $6.8M | 9.1K | 2.4% | ▲+1.6% Added · +144 sh | |
| 5 | TJX Cos Inc New COM | $6.6M | 43.5K | 2.3% | ▼−1.9% Reduced · −861 sh | |
| 6 | Alphabet Inc CAP STK CL A | $6.5M | 18.3K | 2.3% | ▼−7.2% Reduced · −1K sh | |
| 7 | Travelers Companies Inc COM | $6.0M | 18.1K | 2.1% | ▼−8.8% Reduced · −2K sh | |
| 8 | Mastercard Incorporated CL A | $5.6M | 10.8K | 1.9% | ▼−0.6% Reduced · −63 sh | |
| 9 | Alphabet Inc CAP STK CL C | $5.5M | 15.7K | 1.9% | ▼−1.3% Reduced · −204 sh | |
| 10 | Palo Alto Networks Inc COM | $5.4M | 15.9K | 1.9% | ▼−11% Reduced · −2K sh | |
| 11 | Agnico Eagle Mines Ltd COM | $5.2M | 33.3K | 1.8% | ▼−0.7% Reduced · −229 sh | |
| 12 | JPMorgan Chase & Co COM | $5.1M | 15.6K | 1.8% | ▲+3.2% Added · +488 sh | |
| 13 | Autozone Inc COM | $5.0M | 1.6K | 1.7% | ▼−5.6% Reduced · −94 sh | |
| 14 | Costco Wholesale Corporation COM | $5.0M | 5.3K | 1.7% | ▼−3.4% Reduced · −187 sh | |
| 15 | RTX Corporation COM | $5.0M | 26.2K | 1.7% | ▼−4.8% Reduced · −1K sh | |
| 16 | Ishares TR CORE S&P MCP ETF | $4.9M | 64.1K | 1.7% | ▼−7.9% Reduced · −5K sh | |
| 17 | Ishares TR CORE US AGGBD ET | $4.9M | 49.5K | 1.7% | ▲New New position | |
| 18 | Dell Technologies Inc CL C | $4.8M | 11.1K | 1.7% | ▼−18% Reduced · −2K sh | |
| 19 | Morgan Stanley ETF Trust EATON VANCE FLTG | $4.6M | 95.7K | 1.6% | ▲New New position | |
| 20 | SPDR Index SHS FDS ST STR PO EX ETF | $4.5M | 89.9K | 1.6% | ▲New New position | |
| 21 | Ishares TR US TREAS BD ETF | $4.4M | 194.8K | 1.5% | ▲New New position | |
| 22 | Putnam ETF Trust FRANK MASS ETF | $4.4M | 481.2K | 1.5% | ▲New New position | |
| 23 | Apple Inc COM | $4.3M | 14.8K | 1.5% | ▲+0.6% Added · +93 sh | |
| 24 | Thermo Fisher Scientific Inc COM | $4.0M | 8.0K | 1.4% | ▼−3.6% Reduced · −297 sh | |
| 25 | Procter & Gamble Co COM | $3.9M | 26.8K | 1.4% | ▲+0.6% Added · +171 sh | |
| 26 | Vertiv Holdings Co COM CL A | $3.7M | 11.0K | 1.3% | ▼−12% Reduced · −1K sh | |
| 27 | Chevron Corporation COM | $3.6M | 22.0K | 1.3% | ▼−1.1% Reduced · −248 sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $3.6M | 33.5K | 1.2% | ▲New New position | |
| 29 | Amazon Com Inc COM | $3.6M | 15.0K | 1.2% | ▲+6.4% Added · +898 sh | |
| 30 | Pimco ETF TR INTER MUN BD ACT | $3.4M | 65.5K | 1.2% | ▲New New position | |
| 31 | NXP Semiconductors N V COM | $3.1M | 11.1K | 1.1% | ▼−2.5% Reduced · −290 sh | |
| 32 | Vertex Pharmaceuticals Inc COM | $3.1M | 6.2K | 1.1% | ▼−6.4% Reduced · −430 sh | |
| 33 | Eaton Corp PLC SHS | $3.0M | 7.1K | 1.0% | ▼−4.3% Reduced · −316 sh | |
| 34 | J P Morgan Exchange Traded F MUNICIPAL ETF | $3.0M | 59.3K | 1.0% | ▲New New position | |
| 35 | Ishares TR MSCI EAFE ETF | $2.8M | 26.6K | 1.0% | ▼−21% Reduced · −7K sh | |
| 36 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.9% | ▲+12% Added · +241 sh | |
| 37 | Ishares Inc MSCI EMRG CHN | $2.4M | 23.2K | 0.8% | ▼−22% Reduced · −7K sh | |
| 38 | Meta Platforms Inc CL A | $2.3M | 4.2K | 0.8% | ▼−10% Reduced · −473 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $2.3M | 7.7K | 0.8% | ▼−12% Reduced · −1K sh | |
| 40 | Vanguard Index FDS S&P 500 ETF SHS | $2.3M | 3.4K | 0.8% | ▼−2.4% Reduced · −82 sh | |
| 41 | SPDR Index SHS FDS ST PORT MARK ETF | $2.3M | 44.4K | 0.8% | ▲New New position | |
| 42 | Nvidia Corporation COM | $2.3M | 11.3K | 0.8% | ▲+3.1% Added · +335 sh | |
| 43 | Ge Vernova Inc COM | $2.2M | 1.9K | 0.8% | ▼−12% Reduced · −271 sh | |
| 44 | AstraZeneca PLC ORD | $2.2M | 11.5K | 0.8% | ▲New New position | |
| 45 | Ishares Silver TR ISHARES | $2.1M | 39.3K | 0.7% | —Held | |
| 46 | Trane Technologies PLC SHS | $2.1M | 4.2K | 0.7% | ▼−6.1% Reduced · −275 sh | |
| 47 | NextEra Energy Inc COM | $2.1M | 23.4K | 0.7% | ▼−1.3% Reduced · −312 sh | |
| 48 | Abbvie Inc COM | $1.9M | 7.7K | 0.7% | ▼−1.0% Reduced · −78 sh | |
| 49 | American Express Co COM | $1.9M | 5.7K | 0.7% | ▼−5.2% Reduced · −315 sh | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.7M | 8.2K | 0.6% | ▼−1.9% Reduced · −162 sh |
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Use Arkolith to show MCCARTER PRIVATE WEALTH SERVICES LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.