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MassMutual Private Wealth & Trust, FSB

MassMutual Private Wealth & Trust, FSB is an Investment Adviser institutional filer with the SEC under CIK 1103653, reporting 2,389 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-05

Top 10 portfolio positions

The largest reported holdings in MassMutual Private Wealth & Trust, FSB's most recent 13F filing, ranked by reported market value.

  1. Apple Inc (AAPL)
  2. NVIDIA Corp (NVDA)
  3. Microsoft Corp (MSFT)
  4. Vanguard Morningstar Mid-Cap ETF (VO)
  5. Vanguard FTSE Developed Markets ETF (VEA)
  6. Amazon.com Inc (AMZN)
  7. Alphabet Inc (GOOGL)
  8. JPMorgan Chase & Co (JPM)
  9. Broadcom INC (AVGO)
  10. Meta Platforms Inc (META)
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