MassMutual Private Wealth & Trust, FSB

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), MassMutual Private Wealth & Trust, FSB reported 2,394 stock positions worth $3.9 billion. Its top holding was Nvidia (NVDA) at 5.0% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.6%). Compared with Q3 2025, it opened 117 new positions, sold out of 122, added to 710 and reduced 952. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +289%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
Windsor, CT
CIK
0001103653
Portfolio Value
$3.9B (Q4 2025)
SEC Filing
0001193125-26-006210 ↗ filed Jan 7, 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 $3.9B Q4 2025 Q1 2026: $3.7B Q1 2026 Q2 2026: $3.9B Q2 2026

Holdings 2,394 stocks · $3.9B
NVDA Nvidia Corp. 5.01% 1,043,006 $194.5M Reduce -2.8%
AAPL Apple Inc. 4.80% 685,902 $186.5M Reduce -2.7%
MSFT Microsoft Corp. 4.63% 372,154 $180.0M Reduce -2.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.89% 521,244 $151.3M Reduce -0.6%
AMZN Amazon.com Inc. 2.71% 456,399 $105.3M Reduce -3.7%
GOOGL Alphabet Inc. Class A 2.60% 323,301 $101.2M Reduce -2.5%
VEA Vanguard Ftse Developed ETF 2.52% 1,564,564 $97.7M Reduce -2.1%
JPM JPMorgan Chase & Co. 2.21% 266,187 $85.8M Reduce -4.3%
AVGO Broadcom Inc. 1.93% 217,183 $75.2M Reduce -1.7%
GOOG Alphabet Inc. Class C 1.88% 232,756 $73.0M Reduce -5.7%
META Meta Platforms Inc. Class A 1.70% 99,877 $65.9M Reduce -0.7%
EFA iShares MSCI Eafe ETF 1.40% 568,058 $54.6M Reduce -2.3%
DFAS Dimensional US Small Cap ETF 1.36% 760,466 $53.0M Reduce -0.5%
V Visa Inc. Class A 1.35% 149,512 $52.4M Reduce -2.4%
IJH iShares Core S&P Midcap ETF 1.25% 733,330 $48.4M Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 1.19% 91,623 $46.1M Reduce -1.2%
CVX Chevron Corp. 1.14% 291,326 $44.4M Reduce -4.4%
RTX RTX Corp. 1.12% 237,193 $43.5M Reduce -3.7%
WMT Walmart Inc. 1.08% 377,135 $42.0M Reduce -2.4%
CSCO Cisco Systems Inc. 1.07% 541,798 $41.7M Reduce -2.5%
JNJ Johnson & Johnson 1.04% 195,867 $40.5M Reduce -3.0%
HD Home Depot Inc. 1.04% 117,362 $40.4M Reduce -3.5%
ABBV Abbvie Inc. 1.01% 171,575 $39.2M Reduce -3.4%
MCD McDonald's Corp. 1.00% 127,293 $38.9M Reduce -2.0%
PG The Procter & Gamble Co. 0.95% 258,273 $37.0M Reduce -9.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.94% 664,000 $36.5M Reduce -2.8%
VGT Vanguard Info Tech ETF 0.92% 47,361 $35.7M Reduce -3.7%
MDY State Street SPDR S&P Midcap 0.90% 58,149 $35.1M Reduce -3.0%
AMP Ameriprise Financial Inc. 0.87% 69,169 $33.9M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 0.86% 277,158 $33.3M Reduce -2.6%
IEFA iShares Core MSCI Eafe ETF 0.85% 369,308 $33.0M Reduce -0.3%
CAT Caterpillar Inc. 0.80% 54,331 $31.1M Reduce -4.8%
TMO Thermo Fisher Scientific Inc. 0.80% 53,574 $31.0M Reduce -1.3%
CB Chubb Ltd. 0.79% 98,708 $30.8M Reduce -1.8%
BKNG Booking Holdings Inc. 0.78% 5,669 $30.4M Reduce -3.2%
VGSH Vanguard Short-Term Treasury 0.76% 505,116 $29.7M Reduce -5.0%
LLY Eli Lilly & Co. 0.72% 25,934 $27.9M Add +2.6%
VNQ Vanguard Real Estate ETF 0.70% 305,842 $27.1M Reduce -3.3%
ORLY O'reilly Automotive Inc. 0.68% 291,081 $26.5M Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.65% 37,132 $25.3M Add +288.9%
ECL Ecolab Inc. 0.65% 95,550 $25.1M Reduce -1.9%
NEE Nextera Energy Inc. 0.63% 306,041 $24.6M Reduce -1.9%
SYK Stryker Corp. 0.62% 68,553 $24.1M Reduce -5.9%
XOM Exxon Mobil Corp. 0.58% 188,388 $22.7M Add +20.5%
LECO Lincoln Electric Holdings 0.55% 89,461 $21.4M Reduce -2.9%
SCHO Schwab Short-Term US Treas 0.53% 848,705 $20.7M Add +0.9%
AVEM Avantis Emerging Markets Eq 0.51% 258,307 $19.9M Reduce -1.1%
LHX L3HARRIS Technologies Inc. 0.51% 67,363 $19.8M Reduce -2.8%
IEMG iShares Core MSCI Emerging 0.50% 291,128 $19.6M Reduce -4.6%
PEP Pepsico Inc. 0.49% 133,759 $19.2M Reduce -3.3%
BLK BlackRock Inc. 0.49% 17,729 $19.0M Reduce -4.0%
TSLA Tesla Inc. 0.48% 41,710 $18.8M Reduce -0.3%
VZ Verizon Communications Inc. 0.48% 455,588 $18.6M Reduce -6.9%
VCSH Vanguard S/T Corp. Bond ETF 0.47% 228,878 $18.2M Reduce -1.4%
SCHR Schwab Intermediate-Term US 0.47% 722,546 $18.1M Add +0.6%
ADBE Adobe Inc. 0.45% 50,467 $17.7M Reduce -25.5%
GDX Vaneck Gold Miners ETF 0.45% 204,827 $17.6M Reduce -7.8%
HON Honeywell International Inc. 0.45% 88,662 $17.3M Reduce -1.4%
IVV iShares Core S&P 500 ETF 0.44% 25,093 $17.2M Add +2.4%
MRK Merck & Co. Inc. 0.43% 160,306 $16.9M Reduce -2.3%
VWO Vanguard Ftse Emerging Marke 0.42% 305,332 $16.4M Reduce -3.2%
RMD Resmed Inc. 0.42% 67,567 $16.3M Reduce -2.6%
ETN Eaton Corp. PLC 0.41% 49,421 $15.7M Reduce -0.1%
AOS Smith (a.o.) Corp. 0.39% 226,241 $15.1M Reduce -4.3%
VFH Vanguard Financials ETF 0.39% 112,932 $15.1M Reduce -2.3%
NOW ServiceNow Inc. 0.38% 96,272 $14.7M Reduce -18.8%
ROP Roper Technologies Inc. 0.38% 32,740 $14.6M Reduce -6.1%
VOO Vanguard S&P 500 ETF 0.37% 22,921 $14.4M Add +222.2%
XYL Xylem Inc. 0.37% 105,406 $14.4M Reduce -0.8%
GS Goldman Sachs Group Inc. 0.37% 16,309 $14.3M Reduce -6.6%
MS Morgan Stanley 0.36% 79,887 $14.2M Reduce -4.1%
VGIT Vanguard Intermediate-Term T 0.36% 235,331 $14.1M Add +0.3%
COST Costco Wholesale Corp. 0.33% 15,047 $13.0M Reduce -0.3%
UNP Union Pacific Corp. 0.33% 56,004 $13.0M Reduce -7.0%
VRTX Vertex Pharmaceuticals Inc. 0.33% 27,914 $12.7M Reduce -2.0%
PANW Palo Alto Networks Inc. 0.31% 66,395 $12.2M Add +261.3%
VHT Vanguard Health Care ETF 0.30% 41,063 $11.8M Reduce -4.2%
VCR Vanguard Consumer Discre ETF 0.30% 29,543 $11.6M Reduce -2.9%
VCIT Vanguard Int-Term Corporate 0.29% 135,664 $11.4M Reduce -1.8%
MDT Medtronic PLC 0.29% 116,117 $11.2M Add +0.7%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.28% 455,243 $11.1M Add +9.6%
DHR Danaher Corp. 0.28% 47,911 $11.0M Reduce -2.9%
NOC Northrop Grumman Corp. 0.28% 18,931 $10.8M Reduce -0.1%
ACN Accenture PLC Class A 0.27% 39,428 $10.6M Reduce -26.4%
VOX Vanguard Communication Servi 0.27% 53,985 $10.5M Reduce -2.2%
WM Waste Management Inc. 0.27% 47,569 $10.5M Reduce -3.6%
LMT Lockheed Martin Corp. 0.27% 21,381 $10.3M Reduce -2.6%
QCOM Qualcomm Inc. 0.26% 59,070 $10.1M Reduce -3.6%
CSL Carlisle Cos Inc. 0.26% 31,149 $10.0M Reduce -20.2%
VIS Vanguard Industrials ETF 0.26% 33,231 $9.9M Reduce -2.9%
CRM Salesforce Inc. 0.25% 36,833 $9.8M Reduce -0.7%
GD General Dynamics Corp. 0.25% 28,697 $9.7M Reduce -1.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.25% 54,342 $9.6M Reduce -5.8%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.25% 31,759 $9.6M Add +2.6%
VMBS Vanguard Mortgage-Backed Sec 0.24% 200,199 $9.4M Reduce -2.2%
BBUS JPMorgan Betabuilders US Equ 0.24% 74,563 $9.2M Reduce -1.1%
TEL Te Connectivity PLC 0.23% 38,831 $8.8M Reduce -0.9%
SPGI S&P Global Inc. 0.22% 16,715 $8.7M Reduce -22.4%
ETR Entergy Corp. 0.22% 94,403 $8.7M Reduce -4.9%
REGN Regeneron Pharmaceuticals 0.22% 11,103 $8.6M Add +9.8%

Show all 2,394 holdings

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -2.6% 4.63% −0.41
FISV Fiserv Inc. Reduce -84.5% 0.03% −0.39
HD Home Depot Inc. Reduce -3.5% 1.04% −0.22
KMX Carmax Inc. Reduce -99.8% 0.00% −0.20
META Meta Platforms Inc. Class A Reduce -0.7% 1.70% −0.18
NOW ServiceNow Inc. Reduce -18.8% 0.38% −0.18
PG The Procter & Gamble Co. Reduce -9.3% 0.95% −0.16
ADBE Adobe Inc. Reduce -25.5% 0.45% −0.15
ORLY O'reilly Automotive Inc. Reduce -3.6% 0.68% −0.15
NVDA Nvidia Corp. Reduce -2.8% 5.01% −0.10
CSL Carlisle Cos Inc. Reduce -20.2% 0.26% −0.07
VZ Verizon Communications Inc. Reduce -6.9% 0.48% −0.07
ROP Roper Technologies Inc. Reduce -6.1% 0.38% −0.07
ETN Eaton Corp. PLC Reduce -0.1% 0.41% −0.07
SYK Stryker Corp. Reduce -5.9% 0.62% −0.07
RMD Resmed Inc. Reduce -2.6% 0.42% −0.06
ACN Accenture PLC Class A Reduce -26.4% 0.27% −0.06
CVX Chevron Corp. Reduce -4.4% 1.14% −0.06
BLK BlackRock Inc. Reduce -4.0% 0.49% −0.06
ZTS Zoetis Inc. Reduce -31.2% 0.09% −0.06
AOS Smith (a.o.) Corp. Reduce -4.3% 0.39% −0.05
AGG iShares Core U.S. Aggregate Reduce -44.1% 0.06% −0.05
DOW Dow Inc. Reduce -43.5% 0.06% −0.04
SPGI S&P Global Inc. Reduce -22.4% 0.22% −0.04
VNQ Vanguard Real Estate ETF Reduce -3.3% 0.70% −0.04
MSI Motorola Solutions Inc. Reduce -10.5% 0.12% −0.04
ABBV Abbvie Inc. Reduce -3.4% 1.01% −0.04
HON Honeywell International Inc. Reduce -1.4% 0.45% −0.04
WDAY Workday Inc. Class A Reduce -65.8% 0.02% −0.04
PYPL PayPal Holdings Inc. Reduce -10.5% 0.13% −0.04
MRVL Marvell Technology Inc. Reduce -20.8% 0.15% −0.04
CRWD CrowdStrike Holdings Inc. Class A Reduce -14.5% 0.16% −0.03
PSA Public Storage Reduce -19.2% 0.09% −0.03
VGSH Vanguard Short-Term Treasury Reduce -5.0% 0.76% −0.03
ECL Ecolab Inc. Reduce -1.9% 0.65% −0.03
TGT Target Corp. Reduce -55.8% 0.03% −0.03
PAYX Paychex Inc. Reduce -7.7% 0.15% −0.03
TMUS T-Mobile US Inc. Reduce -25.1% 0.06% −0.03
LHX L3HARRIS Technologies Inc. Reduce -2.8% 0.51% −0.03
XYL Xylem Inc. Reduce -0.8% 0.37% −0.03
UNH Unitedhealth Group Inc. Reduce -33.1% 0.05% −0.03
UNP Union Pacific Corp. Reduce -7.0% 0.33% −0.03
AMT American Tower Corp. Reduce -23.2% 0.07% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.6% 3.89% −0.03
JPM JPMorgan Chase & Co. Reduce -4.3% 2.21% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -17.6% 0.15% −0.03
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.03
BKNG Booking Holdings Inc. Reduce -3.2% 0.78% −0.02
JAZZ Jazz Pharmaceuticals PLC Reduce -95.3% 0.00% −0.02
COST Costco Wholesale Corp. Reduce -0.3% 0.33% −0.02

Portfolio Buys Q3 2025 → Q4 2025
SPY SS SPDR S&P 500 ETF Trust-US Add +288.9% 0.65% +0.49
VOO Vanguard S&P 500 ETF Add +222.2% 0.37% +0.26
LLY Eli Lilly & Co. Add +2.6% 0.72% +0.23
PANW Palo Alto Networks Inc. Add +261.3% 0.31% +0.22
VYM Vanguard High DVD Yield ETF Add +987.9% 0.15% +0.14
XOM Exxon Mobil Corp. Add +20.5% 0.58% +0.13
REGN Regeneron Pharmaceuticals Add +9.8% 0.22% +0.08
JBND JPMorgan Active Bond ETF New 0.07% +0.07
MMIT Nylim Mackay Muni Intermedia Add +9.6% 0.28% +0.03
IBM Intl Business Machines Corp. Add +11.3% 0.17% +0.03
IVV iShares Core S&P 500 ETF Add +2.4% 0.44% +0.02
RKT Rocket Cos Inc. Class A Add +12104.9% 0.02% +0.02
AMD Advanced Micro Devices Add +32.1% 0.05% +0.02
MU Micron Technology Inc. Add +13.1% 0.03% +0.02
ICE Intercontinental Exchange Inc. Add +20.7% 0.10% +0.01
WCN Waste Connections Inc. Add +10.7% 0.14% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +2.6% 0.25% +0.01
BNY Bank of New York Mellon Corp. Add +10.0% 0.07% +0.01
JMTG Mortgage-Backed Securities New 0.01% +0.01
DVY iShares Select Dividend ETF Add +57.1% 0.03% +0.01
LSEQ Harbor Long-Short Equity ETF New 0.01% +0.01
SCHO Schwab Short-Term US Treas Add +0.9% 0.53% +0.01
VEU Vanguard Ftse All-World Ex-U Add +321.0% 0.01% +0.01
FTV Fortive Corp. Add +2.2% 0.07% +0.01
NPFI Nuveen Preferred & Income New 0.01% +0.01
VKTX Viking Therapeutics Inc. Add +2400.0% 0.01% +0.01
SCHD Schwab US DVD Equity ETF Add +18.1% 0.05% +0.01
PXH Inves Rafi Emer MRKT-Usd Inc. Add +19.7% 0.04% +0.01
MDT Medtronic PLC Add +0.7% 0.29% +0.01
ROL Rollins Inc. Add +2.9% 0.12% +0.01
SCHR Schwab Intermediate-Term US Add +0.6% 0.47% +0.01
BA The Boeing Co. Add +27.2% 0.03% +0.01
GLD SPDR Gold Shares Add +28.4% 0.02% +0.01
ISRG Intuitive Surgical Inc. Add +10.8% 0.02% +0.01
VXF Vanguard Extended Market ETF New 0.01% +0.01
APP AppLovin Corp. Class A Add +76.8% 0.01% +0.01
LRCX Lam Research Corp. Add +5.7% 0.02% +0.01
TSCO Tractor Supply Company Add +221.7% 0.01% +0.00
TTE Totalenergies SE New 0.00% +0.00
IEF iShares 7-10 Year Treasury B Add +20.0% 0.02% +0.00
RGLD Royal Gold Inc. Add +329.0% 0.01% +0.00
VGIT Vanguard Intermediate-Term T Add +0.3% 0.36% +0.00
JEMA JPMorgan Activebuilders Emer Add +17.9% 0.02% +0.00
C Citigroup Inc. Add +1.6% 0.03% +0.00
BSV Vanguard Short-Term Bond ETF Add +10.9% 0.04% +0.00
WDC Western Digital Corp. Add +6.8% 0.01% +0.00
AEM Agnico Eagle Mines Ltd. Add +91.1% 0.01% +0.00
GM General Motors Co. Add +3.1% 0.01% +0.00
APH Amphenol Corp. Class A Add +1.8% 0.03% +0.00
ELV Elevance Health Inc. Add +33.5% 0.01% +0.00

Notes & Other Activity Q3 2025 → Q4 2025
CLOV Clover Health Investments Co. COM CL A Sold out 0 $0before exit

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