MassMutual Private Wealth & Trust, FSB

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 2, 2026), MassMutual Private Wealth & Trust, FSB reported 2,426 stock positions worth $3.9 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 3.7%). Compared with Q1 2026, it opened 133 new positions, sold out of 120, added to 659 and reduced 1,053. The biggest buy was Palo Alto Networks (PANW, shares +1%) and the biggest sale Chevron (CVX, shares −3%).

Most Recent 13F
Q2 2026
Location
Windsor, CT
CIK
0001103653
Portfolio Value
$3.9B (Q2 2026)
SEC Filing
0001193125-26-293910 ↗ filed Jul 2, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $3.2B Q1 2024 Q2 2024: $3.3B Q2 2024 Q3 2024: $3.5B Q3 2024 Q4 2024: $3.6B Q4 2024 Q1 2025: $3.5B Q1 2025 Q2 2025: $3.8B Q2 2025 Q3 2025: $3.9B Q3 2025 Q4 2025: $3.9B Q4 2025 Q1 2026: $3.7B Q1 2026 Q2 2026: $3.9B $3.9B Q2 2026

Holdings 2,426 stocks · $3.9B

AAPL Apple Inc. 4.81% 642,937 $186.0M Reduce -4.2%
NVDA Nvidia Corp. 4.76% 920,098 $184.1M Reduce -6.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.73% 1,791,507 $144.3M Reduce -12.9%
MSFT Microsoft Corp. 3.51% 363,800 $135.7M Reduce -1.4%
VEA Vanguard Ftse Developed ETF 2.81% 1,524,095 $108.6M Reduce -2.0%
AMZN Amazon.com Inc. 2.65% 430,794 $102.7M Reduce -3.6%
GOOGL Alphabet Inc. Class A 2.58% 279,354 $99.8M Reduce -8.3%
JPM JPMorgan Chase & Co. 2.23% 263,591 $86.3M Add +2.2%
AVGO Broadcom Inc. 2.08% 213,408 $80.6M Reduce -0.9%
GOOG Alphabet Inc. Class C 1.95% 213,484 $75.4M Reduce -3.3%
CSCO Cisco Systems Inc. 1.55% 510,618 $60.0M Reduce -3.6%
EFA iShares MSCI Eafe ETF 1.54% 574,755 $59.7M Reduce -5.3%
DFAS Dimensional US Small Cap ETF 1.53% 719,308 $59.2M Reduce -2.2%
META Meta Platforms Inc. Class A 1.47% 101,098 $56.9M Add +1.7%
IJH iShares Core S&P Midcap ETF 1.31% 659,401 $50.8M Reduce -7.0%
V Visa Inc. Class A 1.29% 145,648 $50.0M Reduce -1.7%
BRK.B Berkshire Hathaway Inc. Class B 1.24% 96,116 $48.1M Add +6.3%
CVX Chevron Corp. 1.18% 275,637 $45.7M Reduce -3.5%
JNJ Johnson & Johnson 1.17% 178,349 $45.3M Reduce -3.7%
CAT Caterpillar Inc. 1.17% 42,523 $45.3M Reduce -11.8%
VGT Vanguard Info Tech ETF 1.09% 351,436 $42.0M Reduce -7.1%
ABBV Abbvie Inc. 1.07% 164,347 $41.4M Reduce -2.3%
HD Home Depot Inc. 1.06% 116,796 $41.2M Reduce -1.2%
SCHO Schwab Short-Term US Treas 1.06% 1,696,406 $41.0M Add +48.1%
RTX RTX Corp. 1.02% 207,927 $39.4M Reduce -4.8%
IEFA iShares Core MSCI Eafe ETF 1.01% 405,071 $39.1M Add +7.0%
IJR iShares Core S&P Small-Cap E 1.01% 262,909 $39.0M Reduce -4.7%
WMT Walmart Inc. 0.99% 339,523 $38.5M Reduce -4.5%
MDY State Street SPDR S&P Midcap 0.99% 54,236 $38.1M Reduce -4.9%
PG The Procter & Gamble Co. 0.97% 254,820 $37.4M Reduce -3.2%
BAC Bank of America Corp. 0.91% 619,974 $35.3M Reduce -4.2%
MCD McDonald's Corp. 0.88% 126,293 $34.1M Add +0.7%
PANW Palo Alto Networks Inc. 0.87% 98,971 $33.8M Add +1.3%
LLY Eli Lilly & Co. 0.85% 27,326 $32.8M Reduce -2.5%
CB Chubb Ltd. 0.82% 92,607 $31.6M Reduce -3.4%
AMP Ameriprise Financial Inc. 0.81% 68,355 $31.4M Reduce -2.1%
VGSH Vanguard Short-Term Treasury 0.74% 493,743 $28.7M Reduce -1.5%
TMO Thermo Fisher Scientific Inc. 0.68% 52,114 $26.1M Reduce -2.0%
NEE Nextera Energy Inc. 0.67% 296,830 $26.1M Reduce -2.4%
ECL Ecolab Inc. 0.67% 93,280 $26.0M Reduce -1.8%
BKNG Booking Holdings Inc. 0.67% 144,771 $25.8M Reduce -2.4%
AVEM Avantis Emerging Markets Eq 0.64% 257,808 $24.9M Add +1.2%
ORLY O'reilly Automotive Inc. 0.63% 263,722 $24.3M Reduce -4.8%
XOM Exxon Mobil Corp. 0.59% 167,989 $23.0M Reduce -1.1%
IEMG iShares Core MSCI Emerging 0.59% 276,445 $22.9M Reduce -7.1%
LECO Lincoln Electric Holdings 0.57% 82,507 $21.9M Reduce -4.1%
ETN Eaton Corp. PLC 0.54% 48,850 $20.8M Reduce -2.5%
SYK Stryker Corp. 0.54% 65,936 $20.8M Reduce -4.6%
PEP Pepsico Inc. 0.51% 146,901 $19.9M Reduce -3.9%
VZ Verizon Communications Inc. 0.50% 461,418 $19.5M Reduce -1.6%
MRK Merck & Co. Inc. 0.50% 150,778 $19.4M Reduce -2.3%
IVV iShares Core S&P 500 ETF 0.49% 25,392 $19.0M Add +1.1%
VCSH Vanguard S/T Corp. Bond ETF 0.48% 235,793 $18.6M Add +0.7%
LHX L3HARRIS Technologies Inc. 0.46% 61,177 $17.8M Reduce -4.3%
VWO Vanguard Ftse Emerging Marke 0.45% 291,559 $17.4M Reduce -3.1%
TSLA Tesla Inc. 0.42% 38,794 $16.3M Reduce -2.3%
BLK BlackRock Inc. 0.41% 16,550 $15.9M Reduce -3.6%
MRVL Marvell Technology Inc. 0.41% 52,784 $15.7M Reduce -8.9%
UNP Union Pacific Corp. 0.40% 56,545 $15.4M Add +0.3%
COST Costco Wholesale Corp. 0.38% 15,898 $14.9M Add +0.5%
CSL Carlisle Cos Inc. 0.37% 39,680 $14.4M Add +3.0%
VFH Vanguard Financials ETF 0.37% 108,624 $14.3M Reduce -2.1%
VRTX Vertex Pharmaceuticals Inc. 0.36% 28,385 $14.1M Reduce -1.2%
AOS Smith (a.o.) Corp. 0.36% 223,196 $14.0M Reduce -3.0%
VGIT Vanguard Intermediate-Term T 0.36% 236,216 $13.9M Reduce -0.9%
GS Goldman Sachs Group Inc. 0.35% 13,568 $13.7M Reduce -8.3%
MS Morgan Stanley 0.35% 64,118 $13.4M Reduce -7.5%
XYL Xylem Inc. 0.33% 109,337 $12.9M Reduce -2.4%
RMD Resmed Inc. 0.33% 65,076 $12.7M Reduce -2.4%
GDX Vaneck Gold Miners ETF 0.31% 159,112 $12.0M Reduce -10.2%
VHT Vanguard Health Care ETF 0.31% 40,007 $12.0M Reduce -0.3%
VIS Vanguard Industrials ETF 0.30% 31,941 $11.5M Reduce -0.5%
VCIT Vanguard Int-Term Corporate 0.29% 137,546 $11.4M Reduce -0.1%
VCR Vanguard Consumer Discre ETF 0.29% 28,470 $11.3M Reduce -2.2%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.29% 459,502 $11.2M Add +3.1%
AMD Advanced Micro Devices 0.28% 18,713 $10.9M Add +99.1%
LMT Lockheed Martin Corp. 0.28% 21,248 $10.8M Add +6.9%
ROP Roper Technologies Inc. 0.28% 31,745 $10.7M Reduce -4.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.28% 29,317 $10.7M Reduce -5.5%
MDT Medtronic PLC 0.26% 130,393 $10.2M Add +8.3%
QCOM Qualcomm Inc. 0.26% 54,881 $10.1M Reduce -3.6%
WM Waste Management Inc. 0.26% 44,495 $9.9M Reduce -3.2%
VOX Vanguard Communication Servi 0.25% 53,539 $9.8M Reduce -1.5%
VMBS Vanguard Mortgage-Backed Sec 0.25% 203,493 $9.5M Reduce -0.5%
HON Honeywell International Inc. 0.24% 42,340 $9.5M Reduce -2.1%
NOC Northrop Grumman Corp. 0.24% 18,388 $9.4M Reduce -1.1%
HONA Honeywell Aerospace Inc. 0.24% 42,324 $9.4M Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 12,506 $9.3M Reduce -8.6%
BBUS JPMorgan Betabuilders US Equ 0.24% 68,195 $9.2M Reduce -8.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.23% 45,295 $9.0M Reduce -14.9%
DHR Danaher Corp. 0.23% 46,499 $8.9M Add +1.4%
KO The Coca-Cola Co. 0.22% 106,653 $8.7M Reduce -6.7%
BX Blackstone Inc. 0.22% 72,616 $8.5M Add +31.5%
PNC PNC Financial Services Group 0.22% 34,656 $8.5M Reduce -0.2%
NOW ServiceNow Inc. 0.21% 83,017 $8.2M Add +0.2%
CRWD CrowdStrike Holdings Inc. Class A 0.21% 10,592 $8.1M Reduce -3.8%
ETR Entergy Corp. 0.21% 70,019 $8.0M Reduce -6.1%
AMAT Applied Materials Inc. 0.20% 10,723 $7.8M Add +57.6%
AEP American Electric Power 0.20% 56,302 $7.7M Reduce -0.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.20% 24,746 $7.6M Reduce -9.9%

Show all 2,426 holdings

Portfolio Sells Q1 2026 → Q2 2026

CVX Chevron Corp. Reduce -3.5% 1.18% −0.43
VNQ Vanguard Real Estate ETF Reduce -83.6% 0.08% −0.40
SCHR Schwab Intermediate-Term US Reduce -99.3% 0.00% −0.31
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -12.9% 3.73% −0.29
HON Honeywell International Inc. Reduce -2.1% 0.24% −0.29
ACN Accenture PLC Class A Reduce -79.9% 0.03% −0.24
MSFT Microsoft Corp. Reduce -1.4% 3.51% −0.21
WMT Walmart Inc. Reduce -4.5% 0.99% −0.21
DOW Dow Inc. Reduce -97.1% 0.00% −0.20
XOM Exxon Mobil Corp. Reduce -1.1% 0.59% −0.19
LHX L3HARRIS Technologies Inc. Reduce -4.3% 0.46% −0.14
VZ Verizon Communications Inc. Reduce -1.6% 0.50% −0.14
GDX Vaneck Gold Miners ETF Reduce -10.2% 0.31% −0.13
PEP Pepsico Inc. Reduce -3.9% 0.51% −0.13
PYPL PayPal Holdings Inc. Reduce -95.8% 0.01% −0.13
RTX RTX Corp. Reduce -4.8% 1.02% −0.13
NOC Northrop Grumman Corp. Reduce -1.1% 0.24% −0.10
NEE Nextera Energy Inc. Reduce -2.4% 0.67% −0.10
SYK Stryker Corp. Reduce -4.6% 0.54% −0.08
GPC Genuine Parts Co. Reduce -99.4% 0.00% −0.08
RMD Resmed Inc. Reduce -2.4% 0.33% −0.08
REGN Regeneron Pharmaceuticals Reduce -12.9% 0.15% −0.08
PG The Procter & Gamble Co. Reduce -3.2% 0.97% −0.07
ORLY O'reilly Automotive Inc. Reduce -4.8% 0.63% −0.07
EFA iShares MSCI Eafe ETF Reduce -5.3% 1.54% −0.06
JNJ Johnson & Johnson Reduce -3.7% 1.17% −0.06
COP Conocophillips Reduce -1.7% 0.17% −0.06
VGSH Vanguard Short-Term Treasury Reduce -1.5% 0.74% −0.06
AOS Smith (a.o.) Corp. Reduce -3.0% 0.36% −0.05
PSA Public Storage Reduce -55.7% 0.05% −0.05
ROL Rollins Inc. Reduce -22.4% 0.06% −0.04
ICE Intercontinental Exchange Inc. Reduce -20.1% 0.06% −0.04
CRM Salesforce Inc. Reduce -3.4% 0.15% −0.04
ROP Roper Technologies Inc. Reduce -4.3% 0.28% −0.04
CME Cme Group Inc. Reduce -2.1% 0.09% −0.04
BLK BlackRock Inc. Reduce -3.6% 0.41% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -2.0% 0.68% −0.04
ON On Semiconductor Reduce -85.0% 0.01% −0.04
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -14.9% 0.23% −0.04
CB Chubb Ltd. Reduce -3.4% 0.82% −0.04
AMP Ameriprise Financial Inc. Reduce -2.1% 0.81% −0.03
ABT Abbott Laboratories Reduce -8.8% 0.11% −0.03
NFLX Netflix Inc. Reduce -0.5% 0.08% −0.03
WM Waste Management Inc. Reduce -3.2% 0.26% −0.03
XYL Xylem Inc. Reduce -2.4% 0.33% −0.03
ADBE Adobe Inc. Reduce -6.2% 0.09% −0.03
AGG iShares Core U.S. Aggregate Reduce -37.3% 0.04% −0.03
EOG EOG Resources Inc. Reduce -40.6% 0.03% −0.03
VGIT Vanguard Intermediate-Term T Reduce -0.9% 0.36% −0.03
MSI Motorola Solutions Inc. Reduce -5.4% 0.15% −0.02

Portfolio Buys Q1 2026 → Q2 2026

PANW Palo Alto Networks Inc. Add +1.3% 0.87% +0.45
SCHO Schwab Short-Term US Treas Add +48.1% 1.06% +0.30
AMD Advanced Micro Devices Add +99.1% 0.28% +0.23
JPM JPMorgan Chase & Co. Add +2.2% 2.23% +0.16
AMAT Applied Materials Inc. Add +57.6% 0.20% +0.14
LRCX Lam Research Corp. Add +199.8% 0.14% +0.12
INTC Intel Corp. Add +128.7% 0.14% +0.12
MU Micron Technology Inc. Add +6.1% 0.13% +0.09
QQQ Invesco QQQ Trust Series 1 Add +198.1% 0.12% +0.09
AVEM Avantis Emerging Markets Eq Add +1.2% 0.64% +0.08
IEFA iShares Core MSCI Eafe ETF Add +7.0% 1.01% +0.08
APD Air Products & Chemicals Inc. Add +84.1% 0.16% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +6.3% 1.24% +0.06
CDNS Cadence Design SYS Inc. Add +16.6% 0.15% +0.05
BX Blackstone Inc. Add +31.5% 0.22% +0.05
PLTR Palantir Technologies Inc. Class A Add +147.5% 0.10% +0.05
HGER Harbor Commodity All Weather New 0.05% +0.05
IVV iShares Core S&P 500 ETF Add +1.1% 0.49% +0.04
CMI Cummins Inc. Add +1.9% 0.18% +0.04
JUSA JPM US Rsrch Enhnc L Cap ETF New 0.04% +0.04
KLAC KLA Corp. Add +38.1% 0.05% +0.03
DE Deere & Co. Add +26.7% 0.11% +0.03
JBND JPMorgan Active Bond ETF Add +44.3% 0.10% +0.03
UNP Union Pacific Corp. Add +0.3% 0.40% +0.03
CSL Carlisle Cos Inc. Add +3.0% 0.37% +0.02
GE General Electric Add +26.9% 0.06% +0.02
MTN Vail Resorts Inc. Add +19217.2% 0.02% +0.02
UNH Unitedhealth Group Inc. Add +5.9% 0.05% +0.02
ANET Arista Networks Inc. Add +45.1% 0.04% +0.02
FCX Freeport-McMoran Inc. Add +220.6% 0.03% +0.02
XLK SS Technology Select Sector Add +4.9% 0.05% +0.02
TXN Texas Instruments Inc. Add +0.3% 0.05% +0.01
ZS Zscaler Inc. Add +4787.1% 0.02% +0.01
CINF Cincinnati Financial Corp. Add +496.3% 0.02% +0.01
URI United Rentals Inc. Add +4.3% 0.04% +0.01
ORCL Oracle Corp. Add +24.6% 0.08% +0.01
HSY The Hershey Co. Add +75.2% 0.04% +0.01
LIN Linde PLC Add +40.0% 0.03% +0.01
MKSI MKS Inc. Add +9.9% 0.01% +0.01
HBAN Huntington Bancshares Inc. Add +0.3% 0.09% +0.01
EFIV SS SPDR S&P 500 ESG ETF Add +0.0% 0.07% +0.01
AMGN Amgen Inc. Add +14.0% 0.06% +0.01
DDOG Datadog Inc. Class A Add +15.2% 0.01% +0.00
TER Teradyne Inc. Add +9.0% 0.01% +0.00
VRT Vertiv Holdings Co. Class A Add +22.3% 0.01% +0.00
FTNT Fortinet Inc. Add +1.1% 0.01% +0.00
AKRE Akre Focus ETF New 0.00% +0.00
HPE Hewlett Packard Enterprise Add +5.2% 0.01% +0.00
CVS CVS Health Corp. Add +8.7% 0.01% +0.00
JIVE JPM Interntl Value ETF Add +15.9% 0.02% +0.00

Notes & Other Activity Q1 2026 → Q2 2026

GCT Gigacloud Technology Inc. Class A CLASS A ORD Reduce -100.0% 0 $0
VITL Vital Farms Inc. COM Reduce -100.0% 0 $0
BULL Webull Corp. ORD SHS Reduce -100.0% 0 $0
SYRE Spyre Therapeutics Inc. COM NEW Reduce -100.0% 0 $0
SMMT Summit Therapeutics Inc. COM Reduce -100.0% 0 $0
GYRE Gyre Therapeutics Inc. COM Reduce -100.0% 0 $0
TH Target Hospitality Corp. COM Reduce -100.0% 0 $0
HNRG Hallador Energy Co. COM Reduce -100.0% 0 $0
WGS Genedx Holdings Corp. COM CL A Reduce -100.0% 0 $0
APLS Apellis Pharmaceuticals Inc. COM Sold out 0 $0before exit
BOW Bowhead Specialty Holdings I COM SHS Sold out 0 $0before exit
BKD Brookdale Senior Living Inc. COM Sold out 0 $0before exit
CECO Ceco Environmental Corp. COM New 0 $0
CELC Celcuity Inc. COM Sold out 0 $0before exit
ELMD Electromed Inc. COM New 0 $0
EOSE Eos Energy Enterprises Inc. COM CL A New 0 $0
HYLN Hyliion Holdings Corp. COMMON STOCK New 0 $0
INSE Inspired Entertainment Inc. COM Sold out 0 $0before exit
LWAY Lifeway Foods Inc. COM New 0 $0
LINC Lincoln Educational Services COM New 0 $0
NCNO Ncino Inc. COM Sold out 0 $0before exit
IDR Idaho Strategic Resources Inc. COM NEW New 0 $0
RMAX Re/Max Holdings Inc. Class A CL A Sold out 0 $0before exit
RZLT Rezolute Inc. COM NEW Sold out 0 $0before exit
TALK Talkspace Inc. COM New 0 $0
UWMC Uwm Holdings Corp. COM CL A Sold out 0 $0before exit
WEAV Weave Communications Inc. COM Sold out 0 $0before exit
WLDN Willdan Group Inc. COM New 0 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2,426$3.9BAAPL, NVDA, VO, MSFT, VEA
Q1 2026 2,418$3.7BNVDA, AAPL, VO, MSFT, VEA
Q4 2025 2,394$3.9BNVDA, AAPL, MSFT, VO, AMZN
Q3 2025 2,395$3.9BNVDA, MSFT, AAPL, VO, AMZN
Q2 2025 2,375$3.8BMSFT, NVDA, VO, AAPL, AMZN
Q1 2025 2,386$3.5BAAPL, MSFT, VO, NVDA, AMZN
Q4 2024 2,334$3.6BAAPL, MSFT, NVDA, VO, AMZN
Q3 2024 2,163$3.5BAAPL, MSFT, NVDA, VO, AMZN
Q2 2024 2,159$3.3BMSFT, AAPL, NVDA, VO, AMZN
Q1 2024 2,068$3.2BMSFT, AAPL, VO, NVDA, AMZN