MassMutual Private Wealth & Trust, FSB
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), MassMutual Private Wealth & Trust, FSB reported 2,395 stock positions worth $3.9 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Apple (AAPL, 4.6%). Compared with Q2 2025, it opened 124 new positions, sold out of 106, added to 690 and reduced 836. The biggest buy was Eli Lilly (LLY, shares +533%) and the biggest sale Dimensional US Small Cap ETF (DFAS, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- Windsor, CT
- CIK
- 0001103653
- Portfolio Value
- $3.9B (Q3 2025)
- SEC Filing
- 0001193125-25-246783 ↗ filed Oct 22, 2025
Holdings Value
Holdings 2,395 stocks · $3.9B
| NVDA Nvidia Corp. | 5.10% | 1,073,543 | $200.3M | Reduce -3.5% |
| MSFT Microsoft Corp. | 5.04% | 382,294 | $198.0M | Reduce -2.0% |
| AAPL Apple Inc. | 4.57% | 705,260 | $179.6M | Reduce -0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.92% | 524,143 | $154.0M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.65% | 474,083 | $104.1M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 2.44% | 1,597,778 | $95.7M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 2.24% | 278,218 | $87.8M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 2.05% | 331,459 | $80.6M | Reduce -8.7% |
| META Meta Platforms Inc. Class A | 1.88% | 100,568 | $73.9M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.86% | 220,964 | $72.9M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.53% | 246,690 | $60.1M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 1.38% | 581,197 | $54.3M | Reduce -2.0% |
| DFAS Dimensional US Small Cap ETF | 1.33% | 764,595 | $52.3M | Reduce -35.4% |
| V Visa Inc. Class A | 1.33% | 153,194 | $52.3M | Reduce -1.9% |
| HD Home Depot Inc. | 1.25% | 121,566 | $49.3M | Add +3.3% |
| IJH iShares Core S&P Midcap ETF | 1.25% | 752,378 | $49.1M | Reduce -5.1% |
| CVX Chevron Corp. | 1.21% | 304,743 | $47.3M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 92,743 | $46.6M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.11% | 284,785 | $43.8M | Reduce -2.0% |
| RTX RTX Corp. | 1.05% | 246,408 | $41.2M | Reduce -2.2% |
| ABBV Abbvie Inc. | 1.05% | 177,556 | $41.1M | Reduce -2.1% |
| WMT Walmart Inc. | 1.01% | 386,385 | $39.8M | Reduce -1.1% |
| MCD McDonald's Corp. | 1.00% | 129,838 | $39.5M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.97% | 555,574 | $38.0M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.95% | 201,994 | $37.5M | Reduce -1.5% |
| VGT Vanguard Info Tech ETF | 0.94% | 49,201 | $36.7M | Reduce -3.3% |
| MDY State Street SPDR S&P Midcap | 0.91% | 59,962 | $35.7M | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.90% | 683,204 | $35.2M | Reduce -1.6% |
| AMP Ameriprise Financial Inc. | 0.87% | 69,367 | $34.1M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.86% | 284,570 | $33.8M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 0.83% | 301,871 | $32.5M | Reduce -3.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.82% | 370,347 | $32.3M | Add +0.2% |
| BKNG Booking Holdings Inc. | 0.81% | 5,857 | $31.6M | Add +56.7% |
| VGSH Vanguard Short-Term Treasury | 0.80% | 531,957 | $31.3M | Add +3.5% |
| VNQ Vanguard Real Estate ETF | 0.74% | 316,240 | $28.9M | Add +3.4% |
| CB Chubb Ltd. | 0.72% | 100,506 | $28.4M | Add +0.2% |
| CAT Caterpillar Inc. | 0.69% | 57,040 | $27.2M | Reduce -3.6% |
| SYK Stryker Corp. | 0.69% | 72,875 | $26.9M | Add +6.3% |
| ECL Ecolab Inc. | 0.68% | 97,359 | $26.7M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.67% | 54,294 | $26.3M | Add +2.2% |
| ADBE Adobe Inc. | 0.61% | 67,740 | $23.9M | Reduce -5.8% |
| NEE Nextera Energy Inc. | 0.60% | 311,871 | $23.5M | Add +4.0% |
| NOW ServiceNow Inc. | 0.56% | 23,721 | $21.8M | Add +4.4% |
| LECO Lincoln Electric Holdings | 0.55% | 92,146 | $21.7M | Reduce -0.1% |
| BLK BlackRock Inc. | 0.55% | 18,472 | $21.5M | Reduce -4.9% |
| VZ Verizon Communications Inc. | 0.55% | 489,239 | $21.5M | Add +1.0% |
| LHX L3HARRIS Technologies Inc. | 0.54% | 69,331 | $21.2M | Add +0.1% |
| SCHO Schwab Short-Term US Treas | 0.52% | 840,843 | $20.5M | Add +2.0% |
| IEMG iShares Core MSCI Emerging | 0.51% | 305,204 | $20.1M | Add +15.6% |
| AVEM Avantis Emerging Markets Eq | 0.50% | 261,265 | $19.6M | Reduce 0.0% |
| PEP Pepsico Inc. | 0.49% | 138,249 | $19.4M | Reduce -37.1% |
| LLY Eli Lilly & Co. | 0.49% | 25,269 | $19.3M | Add +532.7% |
| RMD Resmed Inc. | 0.48% | 69,360 | $19.0M | Reduce -0.8% |
| HON Honeywell International Inc. | 0.48% | 89,896 | $18.9M | Reduce -5.9% |
| TSLA Tesla Inc. | 0.47% | 41,836 | $18.6M | Reduce -1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 232,065 | $18.5M | Add +6.6% |
| ETN Eaton Corp. PLC | 0.47% | 49,468 | $18.5M | Reduce -2.1% |
| SCHR Schwab Intermediate-Term US | 0.46% | 718,072 | $18.0M | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.45% | 156,377 | $17.6M | Add +3.3% |
| ROP Roper Technologies Inc. | 0.44% | 34,881 | $17.4M | Reduce -0.6% |
| AOS Smith (a.o.) Corp. | 0.44% | 236,461 | $17.4M | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 315,429 | $17.1M | Reduce -1.8% |
| GDX Vaneck Gold Miners ETF | 0.43% | 222,104 | $17.0M | Reduce -3.7% |
| FISV Fiserv Inc. | 0.43% | 129,997 | $16.8M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.42% | 24,517 | $16.4M | Reduce -8.8% |
| XYL Xylem Inc. | 0.40% | 106,249 | $15.7M | Add +2.7% |
| VFH Vanguard Financials ETF | 0.39% | 115,528 | $15.2M | Add +2.7% |
| UNP Union Pacific Corp. | 0.36% | 60,242 | $14.2M | Add +6.5% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 234,531 | $14.1M | Add +3.3% |
| COST Costco Wholesale Corp. | 0.36% | 15,087 | $14.0M | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.35% | 17,469 | $13.9M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.35% | 164,055 | $13.8M | Add +4.5% |
| MS Morgan Stanley | 0.34% | 83,338 | $13.2M | Add +3.1% |
| ACN Accenture PLC Class A | 0.34% | 53,552 | $13.2M | Reduce -7.6% |
| CSL Carlisle Cos Inc. | 0.33% | 39,029 | $12.8M | Add +9.0% |
| VCR Vanguard Consumer Discre ETF | 0.31% | 30,410 | $12.0M | Add +2.4% |
| VCIT Vanguard Int-Term Corporate | 0.30% | 138,166 | $11.6M | Add +6.8% |
| NOC Northrop Grumman Corp. | 0.29% | 18,940 | $11.5M | Reduce -0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 28,495 | $11.2M | Add +6.4% |
| VHT Vanguard Health Care ETF | 0.28% | 42,851 | $11.1M | Add +2.2% |
| MDT Medtronic PLC | 0.28% | 115,321 | $11.0M | Add +15.9% |
| LMT Lockheed Martin Corp. | 0.28% | 21,943 | $11.0M | Reduce -5.4% |
| WM Waste Management Inc. | 0.28% | 49,348 | $10.9M | Reduce -4.3% |
| SPGI S&P Global Inc. | 0.27% | 21,550 | $10.5M | Add +4.7% |
| VOX Vanguard Communication Servi | 0.26% | 55,200 | $10.4M | Add +2.0% |
| QCOM Qualcomm Inc. | 0.26% | 61,271 | $10.2M | Add +0.3% |
| VIS Vanguard Industrials ETF | 0.26% | 34,220 | $10.1M | Add +1.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.26% | 415,312 | $10.1M | Reduce -0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 57,695 | $10.1M | Reduce -6.5% |
| GD General Dynamics Corp. | 0.25% | 29,027 | $9.9M | Reduce -1.4% |
| DHR Danaher Corp. | 0.25% | 49,344 | $9.8M | Reduce -58.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.24% | 204,655 | $9.6M | Add +5.9% |
| ETR Entergy Corp. | 0.24% | 99,245 | $9.2M | Reduce -4.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.23% | 30,953 | $9.2M | Reduce -5.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.23% | 75,407 | $9.1M | Reduce -1.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 30,731 | $9.0M | Reduce -6.2% |
| CRM Salesforce Inc. | 0.22% | 37,099 | $8.8M | Add +8.2% |
| BX Blackstone Inc. | 0.22% | 51,333 | $8.8M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.22% | 131,031 | $8.7M | Reduce -11.8% |
| TEL Te Connectivity PLC | 0.22% | 39,181 | $8.6M | Reduce -11.3% |
Portfolio Sells Q2 2025 → Q3 2025
| DFAS Dimensional US Small Cap ETF | Reduce -35.4% | 1.33% | −0.68 |
| DHR Danaher Corp. | Reduce -58.0% | 0.25% | −0.37 |
| PEP Pepsico Inc. | Reduce -37.1% | 0.49% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 2.65% | −0.17 |
| V Visa Inc. Class A | Reduce -1.9% | 1.33% | −0.15 |
| ADBE Adobe Inc. | Reduce -5.8% | 0.61% | −0.13 |
| MSFT Microsoft Corp. | Reduce -2.0% | 5.04% | −0.13 |
| ACN Accenture PLC Class A | Reduce -7.6% | 0.34% | −0.13 |
| AMP Ameriprise Financial Inc. | Reduce -0.2% | 0.87% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 1.11% | −0.12 |
| HON Honeywell International Inc. | Reduce -5.9% | 0.48% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.88% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -3.2% | 0.97% | −0.09 |
| ROP Roper Technologies Inc. | Reduce -0.6% | 0.44% | −0.09 |
| WDAY Workday Inc. Class A | Reduce -60.1% | 0.05% | −0.08 |
| CI The Cigna Group | Reduce -73.1% | 0.02% | −0.08 |
| UPS United Parcel Service Class B | Reduce -84.2% | 0.01% | −0.07 |
| DOW Dow Inc. | Reduce -24.7% | 0.11% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -4.4% | 0.36% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.1% | 1.25% | −0.06 |
| KO The Coca-Cola Co. | Reduce -11.8% | 0.22% | −0.06 |
| BBIN JPM Betabuilders Intl Eqty | Reduce -98.8% | 0.00% | −0.05 |
| ELF Elf Beauty Inc. | Reduce -98.2% | 0.00% | −0.05 |
| FTNT Fortinet Inc. | Reduce -85.6% | 0.01% | −0.04 |
| PAYX Paychex Inc. | Reduce -2.8% | 0.18% | −0.04 |
| PM Philip Morris International | Reduce -11.8% | 0.13% | −0.04 |
| LBRDA Liberty Broadband-A | Reduce -97.8% | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -48.2% | 0.05% | −0.04 |
| WM Waste Management Inc. | Reduce -4.3% | 0.28% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -6.2% | 0.15% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -78.8% | 0.01% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -31.6% | 0.08% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -2.0% | 1.38% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.1% | 0.20% | −0.03 |
| ANF Abercrombie & Fitch Co. Class A | Reduce -99.3% | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -8.8% | 0.42% | −0.03 |
| INSP Inspire Medical Systems Inc. | Reduce -98.1% | 0.00% | −0.03 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -58.9% | 0.02% | −0.03 |
| HAS Hasbro Inc. | Reduce -38.7% | 0.04% | −0.03 |
| DIS The Walt Disney Co. | Reduce -3.5% | 0.14% | −0.02 |
| INGR Ingredion Inc. | Reduce -3.4% | 0.11% | −0.02 |
| WCN Waste Connections Inc. | Reduce -5.2% | 0.13% | −0.02 |
| AMT American Tower Corp. | Reduce -0.5% | 0.10% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -3.4% | 0.17% | −0.02 |
| ECL Ecolab Inc. | Reduce -0.1% | 0.68% | −0.02 |
| FANG Diamondback Energy Inc. | Reduce -86.1% | 0.00% | −0.02 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -31.0% | 0.04% | −0.02 |
| SBUX Starbucks Corp. | Reduce -4.7% | 0.10% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.8% | 0.15% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.2% | 0.23% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Add +532.7% | 0.49% | +0.41 |
| BKNG Booking Holdings Inc. | Add +56.7% | 0.81% | +0.23 |
| HD Home Depot Inc. | Add +3.3% | 1.25% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +2.2% | 0.67% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +15.6% | 0.51% | +0.09 |
| TMUS T-Mobile US Inc. | Add +712.6% | 0.09% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.54% | +0.08 |
| IBM Intl Business Machines Corp. | Add +119.4% | 0.14% | +0.07 |
| BNY Bank of New York Mellon Corp. | Add +591.2% | 0.06% | +0.05 |
| MDT Medtronic PLC | Add +15.9% | 0.28% | +0.05 |
| NEE Nextera Energy Inc. | Add +4.0% | 0.60% | +0.05 |
| XYL Xylem Inc. | Add +2.7% | 0.40% | +0.04 |
| SNA Snap-on Inc. | Add +2723.3% | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 2.44% | +0.04 |
| MS Morgan Stanley | Add +3.1% | 0.34% | +0.03 |
| AOS Smith (a.o.) Corp. | Add +1.0% | 0.44% | +0.03 |
| TRV The Travelers Cos Inc. | Add +253.0% | 0.04% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | Add +76.7% | 0.07% | +0.03 |
| ORCL Oracle Corp. | Add +1.1% | 0.12% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +14.3% | 0.14% | +0.02 |
| VCR Vanguard Consumer Discre ETF | Add +2.4% | 0.31% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +18.1% | 0.11% | +0.02 |
| MRK Merck & Co. Inc. | Add +4.5% | 0.35% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +68.9% | 0.04% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +33.7% | 0.07% | +0.02 |
| VOX Vanguard Communication Servi | Add +2.0% | 0.26% | +0.02 |
| URI United Rentals Inc. | Add +250.4% | 0.02% | +0.02 |
| UNP Union Pacific Corp. | Add +6.5% | 0.36% | +0.02 |
| JIG JPMorgan International Growt | New | 0.01% | +0.01 |
| JIVE JPM Interntl Value ETF | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.3% | 0.45% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +2.4% | 0.06% | +0.01 |
| FITB Fifth Third Bancorp | Add +8.1% | 0.12% | +0.01 |
| IREN Iren Ltd. | New | 0.01% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.6% | 0.47% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.2% | 0.16% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +3.4% | 0.74% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +6.8% | 0.30% | +0.01 |
| DVY iShares Select Dividend ETF | Add +104.7% | 0.02% | +0.01 |
| PLD Prologis Inc. | Add +5.2% | 0.10% | +0.01 |
| CIFR Cipher Digital Inc. | New | 0.01% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +7.5% | 0.17% | +0.01 |
| MEAR Ishrs Short Mat Muni Act ETF | New | 0.01% | +0.01 |
| ALL Allstate Corp. | Add +5.4% | 0.10% | +0.01 |
| RIVN Rivian Automotive Inc. Class A | Add +1363.8% | 0.01% | +0.01 |
| VIS Vanguard Industrials ETF | Add +1.4% | 0.26% | +0.01 |
| INDA iShares MSCI India ETF | Add +69.1% | 0.02% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +5.9% | 0.24% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +10.2% | 0.05% | +0.01 |
| TSPA T Rowe Price US Eqy Research | New | 0.01% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| ALIT Alight Inc. Class A | COM CL A | New | 0 | $0 |
| CLOV Clover Health Investments Co. | COM CL A | New | 0 | $0 |
| IOSP Innospec Inc. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,426 | $3.9B | AAPL, NVDA, VO, MSFT, VEA |
| Q1 2026 | 2,418 | $3.7B | NVDA, AAPL, VO, MSFT, VEA |
| Q4 2025 | 2,394 | $3.9B | NVDA, AAPL, MSFT, VO, AMZN |
| Q3 2025 | 2,395 | $3.9B | NVDA, MSFT, AAPL, VO, AMZN |
| Q2 2025 | 2,375 | $3.8B | MSFT, NVDA, VO, AAPL, AMZN |
| Q1 2025 | 2,386 | $3.5B | AAPL, MSFT, VO, NVDA, AMZN |
| Q4 2024 | 2,334 | $3.6B | AAPL, MSFT, NVDA, VO, AMZN |
| Q3 2024 | 2,163 | $3.5B | AAPL, MSFT, NVDA, VO, AMZN |
| Q2 2024 | 2,159 | $3.3B | MSFT, AAPL, NVDA, VO, AMZN |
| Q1 2024 | 2,068 | $3.2B | MSFT, AAPL, VO, NVDA, AMZN |