Mitchell & Pahl Private Wealth, LLC holds a diversified book of 149 reported positions worth $272.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Sandisk Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the reported non-option book.
Mitchell & Pahl Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
100% mapped to company sectors
+4 sectors below the cut, 7% 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 Mitchell & Pahl Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 65 / 80 | $43.3B |
| Emerald Advisors, LLC | 32 / 80 | $633.9M |
| Independent Investors Inc | 25 / 80 | $411.0M |
| AdviceOne Advisory Services, LLC | 10 / 80 | $124.0M |
| Granite Group Advisors, LLC | 29 / 80 | $115.8M |
| McDaniel Terry & Co | 29 / 80 | $768.8M |
| Guinness Asset Management LTD | 28 / 80 | $3.5B |
| Channing Global Advisors, LLC | 8 / 80 | $110.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Mitchell & Pahl Private Wealth, 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 | Apple Inc COM | $8.1M | 28.0K | 3.0% | ▼−0.5% Reduced · −131 sh | |
| 2 | Seagate Technology HLDNGS PL ORD SHS | $7.5M | 7.8K | 2.8% | ▼−1.6% Reduced · −123 sh | |
| 3 | Broadcom Inc COM | $6.5M | 17.1K | 2.4% | ▼−3.3% Reduced · −586 sh | |
| 4 | Microsoft Corp COM | $5.5M | 14.8K | 2.0% | ▲+0.9% Added · +132 sh | |
| 5 | Cisco Sys Inc COM | $4.9M | 41.9K | 1.8% | ▲+0.7% Added · +287 sh | |
| 6 | Johnson & Johnson COM | $4.8M | 18.7K | 1.7% | ▲+1.7% Added · +316 sh | |
| 7 | Teradyne Inc COM | $4.6M | 9.4K | 1.7% | ▼−0.5% Reduced · −50 sh | |
| 8 | Texas Instrs Inc COM | $4.5M | 15.2K | 1.7% | ▲+0.9% Added · +137 sh | |
| 9 | Goldman Sachs Group Inc COM | $4.5M | 4.5K | 1.7% | ▲+0.8% Added · +36 sh | |
| 10 | Exxon Mobil Corp COM | $4.4M | 32.0K | 1.6% | ▲+0.8% Added · +240 sh | |
| 11 | Linde PLC SHS | $4.2M | 8.0K | 1.5% | ▲+1.1% Added · +89 sh | |
| 12 | Unitedhealth Group Inc COM | $4.0M | 9.7K | 1.5% | ▲+1.8% Added · +175 sh | |
| 13 | Valero Energy Corp COM | $4.0M | 15.4K | 1.5% | ▲+1.1% Added · +174 sh | |
| 14 | Abbvie Inc COM | $3.9M | 15.6K | 1.4% | ▲+2.0% Added · +309 sh | |
| 15 | Novartis AG SPONSORED ADR | $3.6M | 23.3K | 1.3% | ▲+1.5% Added · +347 sh | |
| 16 | Ecolab Inc COM | $3.6M | 13.1K | 1.3% | ▲+2.6% Added · +338 sh | |
| 17 | Phillips 66 COM | $3.6M | 21.0K | 1.3% | ▲+1.6% Added · +323 sh | |
| 18 | General Dynamics Corp COM | $3.5M | 9.9K | 1.3% | ▲+1.9% Added · +189 sh | |
| 19 | Waste Mgmt Inc Del COM | $3.5M | 15.7K | 1.3% | ▲+2.1% Added · +324 sh | |
| 20 | NextEra Energy Inc COM | $3.5M | 39.8K | 1.3% | ▲+1.5% Added · +607 sh | |
| 21 | 3M Co COM | $3.5M | 21.5K | 1.3% | ▲+2.2% Added · +473 sh | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.4M | 7.1K | 1.3% | ▼−0.7% Reduced · −52 sh | |
| 23 | Home Depot Inc COM | $3.3M | 9.5K | 1.2% | ▲+2.8% Added · +256 sh | |
| 24 | Procter & Gamble Co COM | $3.3M | 22.4K | 1.2% | ▲+2.9% Added · +630 sh | |
| 25 | Wec Energy Group Inc COM | $3.2M | 27.7K | 1.2% | ▲+2.4% Added · +646 sh | |
| 26 | Aflac Inc COM | $3.2M | 27.6K | 1.2% | ▲+1.9% Added · +517 sh | |
| 27 | US Bancorp COM NEW | $3.2M | 52.6K | 1.2% | ▲+2.7% Added · +1K sh | |
| 28 | Sempra COM | $3.0M | 32.3K | 1.1% | ▲+2.3% Added · +742 sh | |
| 29 | Air Products And Chemicals I COM | $3.0M | 10.2K | 1.1% | ▲+2.2% Added · +222 sh | |
| 30 | Emerson Elec Co COM | $3.0M | 20.9K | 1.1% | ▲+2.2% Added · +453 sh | |
| 31 | Bank Of Amer Corp COM | $2.9M | 51.7K | 1.1% | ▼−0.2% Reduced · −121 sh | |
| 32 | Sherwin Williams Co COM | $2.9M | 8.4K | 1.1% | ▲+3.0% Added · +248 sh | |
| 33 | Costco Wholesale Corporation COM | $2.9M | 3.0K | 1.0% | ▲+2.0% Added · +59 sh | |
| 34 | RTX Corporation COM | $2.8M | 15.0K | 1.0% | ▲+0.4% Added · +64 sh | |
| 35 | BlackRock Inc COM | $2.7M | 2.8K | 1.0% | ▲+2.5% Added · +69 sh | |
| 36 | Mondelez Intl Inc CL A | $2.7M | 47.0K | 1.0% | ▲+2.2% Added · +995 sh | |
| 37 | Chubb Limited COM | $2.7M | 7.9K | 1.0% | ▲+2.8% Added · +216 sh | |
| 38 | ASML Hldg NV N Y REGISTRY SHS | $2.6M | 1.3K | 1.0% | ▲+0.4% Added · +5 sh | |
| 39 | McDonalds Corp COM | $2.6M | 9.7K | 1.0% | ▲+3.9% Added · +362 sh | |
| 40 | Amgen Inc COM | $2.6M | 7.2K | 1.0% | ▲+4.1% Added · +280 sh | |
| 41 | Chevron Corporation COM | $2.6M | 15.5K | 0.9% | ▲+4.6% Added · +680 sh | |
| 42 | UBS Group AG SHS | $2.5M | 51.1K | 0.9% | ▼−0.2% Reduced · −119 sh | |
| 43 | Verizon Communications Inc COM | $2.5M | 59.6K | 0.9% | ▲+2.3% Added · +1K sh | |
| 44 | Illinois Tool WKS Inc COM | $2.5M | 9.3K | 0.9% | ▲+3.8% Added · +337 sh | |
| 45 | Interactive Brokers Group In COM CL A | $2.5M | 28.5K | 0.9% | ▼−0.2% Reduced · −63 sh | |
| 46 | Comcast Corp New CL A | $2.5M | 100.7K | 0.9% | ▲+4.6% Added · +4K sh | |
| 47 | United Parcel Svcs Inc CL B | $2.5M | 22.8K | 0.9% | ▲+3.2% Added · +709 sh | |
| 48 | Target Corp COM | $2.4M | 18.3K | 0.9% | ▲+3.0% Added · +541 sh | |
| 49 | Disney Walt Co COM | $2.4M | 24.4K | 0.9% | ▲+3.2% Added · +756 sh | |
| 50 | Starbucks Corp COM | $2.3M | 22.8K | 0.9% | ▲+3.2% Added · +703 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show MITCHELL & PAHL PRIVATE WEALTH, 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.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 149 | $272.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 145 | $246.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 143 | $240.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 144 | $238.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 144 | $226.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 145 | $214.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 146 | $214.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 145 | $214.8M | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.