Private Wealth Partners, LLC
Private Wealth Partners, LLC is an independent, SEC-registered investment advisory firm headquartered in Larkspur, California. The firm provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, and select institutions. Founded in 2005, Private Wealth Partners is employee owned and focuses on offering fiduciary guidance customized for each client’s unique goals. The firm is staffed by a team of seasoned professionals, dedicated to delivering objective advice, portfolio management, and holistic planning.
Investment Strategy
Private Wealth Partners, LLC pursues a client-centric investment strategy emphasizing customized portfolio construction to meet the unique needs and risk tolerances of its clients. The firm employs a diversified, multi-asset approach combining active and passive investment styles and integrates alternative investments where appropriate. Risk management, tax efficiency, and long-term capital appreciation are central to their philosophy, as is a commitment to objective, unbiased advice and transparency.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.24% | $131.3M | 830,869 | $16.87 | $157.99 | +$43.5M |
M MSFT | MICROSOFT CORP | 8.02% | $102.9M | 206,868 | $70.53 | $497.41 | +$22.6M |
A AAPL | APPLE INC | 7.62% | $97.8M | 476,521 | $26.01 | $205.17 | -$12.9M |
A AMZN | AMAZON COM INC | 4.95% | $63.5M | 289,604 | $45.07 | $219.39 | +$7.9M |
G GOOGL | ALPHABET INC | 4.49% | $57.6M | 326,572 | $44.38 | $176.23 | +$5.1M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TMC | TMC THE METALS COMPANY INC | New | Call | $161.7K | 375 | $6.60 | $6.60 | +375 | +$161.7K |
A ACI | ALBERTSONS COS INC | New | Put | $21.4K | 650 | $21.51 | $21.51 | +650 | +$21.4K |
M MCK | MCKESSON CORP | New | Put | $5.3K | 20 | $732.78 | $732.78 | +20 | +$5.3K |
N NVDA | NVIDIA CORPORATION | New | Put | $3.7K | 147 | $157.99 | $157.99 | +147 | +$3.7K |
G GOOG | ALPHABET INC | New | Put | $2.9K | 129 | $177.39 | $177.39 | +129 | +$2.9K |