MassMutual Private Wealth & Trust, FSB
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), MassMutual Private Wealth & Trust, FSB reported 2,418 stock positions worth $3.7 billion. Its top holding was Nvidia (NVDA) at 4.7% of the portfolio, followed by Apple (AAPL, 4.6%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 4.0%). Compared with Q4 2025, it opened 165 new positions, sold out of 137, added to 720 and reduced 995. The biggest buy was Schwab Short-Term US Treas (SCHO, shares +35%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q3 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0001103653
- Portfolio Value
- $3.7B (Q1 2026)
- SEC Filing
- 0001193125-26-152544 ↗ filed Apr 13, 2026
Holdings Value
Holdings 2,418 stocks · $3.7B
| NVDA Nvidia Corp. | 4.68% | 985,383 | $171.9M | Reduce -5.5% |
| AAPL Apple Inc. | 4.64% | 670,956 | $170.3M | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.02% | 514,389 | $147.7M | Reduce -1.3% |
| MSFT Microsoft Corp. | 3.72% | 369,142 | $136.6M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 2.71% | 1,554,661 | $99.6M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 2.53% | 446,944 | $93.1M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 2.38% | 304,462 | $87.6M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 2.07% | 257,880 | $75.9M | Reduce -3.1% |
| AVGO Broadcom Inc. | 1.82% | 215,403 | $66.7M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.73% | 220,848 | $63.4M | Reduce -5.1% |
| CVX Chevron Corp. | 1.61% | 285,553 | $59.1M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 1.61% | 607,222 | $59.0M | Add +6.9% |
| META Meta Platforms Inc. Class A | 1.55% | 99,367 | $56.9M | Reduce -0.5% |
| DFAS Dimensional US Small Cap ETF | 1.42% | 735,416 | $52.3M | Reduce -3.3% |
| IJH iShares Core S&P Midcap ETF | 1.30% | 708,900 | $47.9M | Reduce -3.3% |
| JNJ Johnson & Johnson | 1.23% | 185,261 | $45.3M | Reduce -5.4% |
| V Visa Inc. Class A | 1.22% | 148,228 | $44.8M | Reduce -0.9% |
| WMT Walmart Inc. | 1.20% | 355,353 | $44.2M | Reduce -5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.18% | 90,398 | $43.3M | Reduce -1.3% |
| RTX RTX Corp. | 1.15% | 218,442 | $42.1M | Reduce -7.9% |
| CSCO Cisco Systems Inc. | 1.12% | 529,459 | $41.1M | Reduce -2.3% |
| MCD McDonald's Corp. | 1.06% | 125,419 | $39.0M | Reduce -1.5% |
| HD Home Depot Inc. | 1.06% | 118,264 | $38.9M | Add +0.8% |
| PG The Procter & Gamble Co. | 1.03% | 263,159 | $38.0M | Add +1.9% |
| ABBV Abbvie Inc. | 1.00% | 168,181 | $36.6M | Reduce -2.0% |
| MDY State Street SPDR S&P Midcap | 0.96% | 57,054 | $35.2M | Reduce -1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 378,740 | $34.3M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 0.93% | 275,741 | $34.3M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.93% | 48,186 | $34.1M | Reduce -11.3% |
| VGT Vanguard Info Tech ETF | 0.90% | 47,309 | $33.0M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.86% | 646,928 | $31.5M | Reduce -2.6% |
| CB Chubb Ltd. | 0.85% | 95,896 | $31.3M | Reduce -2.9% |
| AMP Ameriprise Financial Inc. | 0.85% | 69,845 | $31.0M | Add +1.0% |
| VGSH Vanguard Short-Term Treasury | 0.80% | 501,063 | $29.3M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.78% | 169,772 | $28.8M | Reduce -9.9% |
| NEE Nextera Energy Inc. | 0.77% | 304,263 | $28.3M | Reduce -0.6% |
| SCHO Schwab Short-Term US Treas | 0.76% | 1,145,070 | $27.8M | Add +34.9% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 53,163 | $26.1M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.70% | 28,020 | $25.8M | Add +8.0% |
| ORLY O'reilly Automotive Inc. | 0.70% | 277,044 | $25.6M | Reduce -4.8% |
| ECL Ecolab Inc. | 0.69% | 94,946 | $25.3M | Reduce -0.6% |
| BKNG Booking Holdings Inc. | 0.68% | 5,932 | $25.0M | Add +4.6% |
| PEP Pepsico Inc. | 0.65% | 152,831 | $23.7M | Add +14.3% |
| VZ Verizon Communications Inc. | 0.64% | 468,735 | $23.5M | Add +2.9% |
| SYK Stryker Corp. | 0.62% | 69,126 | $22.7M | Add +0.8% |
| LHX L3HARRIS Technologies Inc. | 0.60% | 63,906 | $22.1M | Reduce -5.1% |
| LECO Lincoln Electric Holdings | 0.58% | 85,997 | $21.4M | Reduce -3.9% |
| IEMG iShares Core MSCI Emerging | 0.56% | 297,448 | $20.7M | Add +2.2% |
| AVEM Avantis Emerging Markets Eq | 0.56% | 254,834 | $20.5M | Reduce -1.3% |
| HON Honeywell International Inc. | 0.53% | 86,468 | $19.5M | Reduce -2.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.51% | 234,131 | $18.6M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.51% | 154,242 | $18.6M | Reduce -3.8% |
| ETN Eaton Corp. PLC | 0.49% | 50,119 | $17.9M | Add +1.4% |
| VNQ Vanguard Real Estate ETF | 0.49% | 201,596 | $17.9M | Reduce -34.1% |
| BLK BlackRock Inc. | 0.45% | 17,166 | $16.5M | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 0.45% | 25,105 | $16.4M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 301,025 | $16.3M | Reduce -1.4% |
| GDX Vaneck Gold Miners ETF | 0.44% | 177,161 | $16.3M | Reduce -13.5% |
| COST Costco Wholesale Corp. | 0.43% | 15,819 | $15.8M | Add +5.1% |
| PANW Palo Alto Networks Inc. | 0.43% | 97,697 | $15.7M | Add +47.1% |
| AOS Smith (a.o.) Corp. | 0.41% | 230,192 | $15.2M | Add +1.8% |
| RMD Resmed Inc. | 0.41% | 66,694 | $15.0M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.40% | 39,686 | $14.8M | Reduce -4.8% |
| VGIT Vanguard Intermediate-Term T | 0.39% | 238,271 | $14.2M | Add +1.3% |
| UNP Union Pacific Corp. | 0.37% | 56,361 | $13.7M | Add +0.6% |
| VFH Vanguard Financials ETF | 0.36% | 110,931 | $13.4M | Reduce -1.8% |
| XYL Xylem Inc. | 0.36% | 111,997 | $13.4M | Add +6.3% |
| CSL Carlisle Cos Inc. | 0.35% | 38,520 | $12.9M | Add +23.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.35% | 28,726 | $12.8M | Add +2.9% |
| NOC Northrop Grumman Corp. | 0.35% | 18,594 | $12.7M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.34% | 14,796 | $12.5M | Reduce -9.3% |
| LMT Lockheed Martin Corp. | 0.33% | 19,873 | $12.0M | Reduce -7.0% |
| ROP Roper Technologies Inc. | 0.32% | 33,176 | $11.7M | Add +1.3% |
| MS Morgan Stanley | 0.31% | 69,357 | $11.4M | Reduce -13.2% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 137,620 | $11.4M | Add +1.4% |
| SCHR Schwab Intermediate-Term US | 0.31% | 453,084 | $11.3M | Reduce -37.3% |
| VHT Vanguard Health Care ETF | 0.30% | 40,116 | $10.9M | Reduce -2.3% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.29% | 445,536 | $10.7M | Reduce -2.1% |
| WM Waste Management Inc. | 0.29% | 45,981 | $10.6M | Reduce -3.3% |
| VCR Vanguard Consumer Discre ETF | 0.28% | 29,101 | $10.4M | Reduce -1.5% |
| MDT Medtronic PLC | 0.28% | 120,341 | $10.4M | Add +3.6% |
| VIS Vanguard Industrials ETF | 0.27% | 32,114 | $10.0M | Reduce -3.4% |
| ACN Accenture PLC Class A | 0.27% | 49,604 | $9.8M | Add +25.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 53,227 | $9.8M | Reduce -2.0% |
| VOX Vanguard Communication Servi | 0.27% | 54,339 | $9.8M | Add +0.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 204,471 | $9.6M | Add +2.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 31,032 | $9.4M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 13,687 | $8.9M | Reduce -63.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.24% | 74,678 | $8.8M | Add +0.1% |
| DHR Danaher Corp. | 0.24% | 45,839 | $8.7M | Reduce -4.3% |
| KO The Coca-Cola Co. | 0.24% | 114,251 | $8.7M | Reduce -5.3% |
| NOW ServiceNow Inc. | 0.24% | 82,824 | $8.7M | Reduce -14.0% |
| REGN Regeneron Pharmaceuticals | 0.23% | 11,000 | $8.5M | Reduce -0.9% |
| ETR Entergy Corp. | 0.23% | 74,580 | $8.4M | Reduce -21.0% |
| COP Conocophillips | 0.23% | 63,237 | $8.3M | Add +9.6% |
| TEL Te Connectivity PLC | 0.22% | 37,955 | $7.9M | Reduce -2.3% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.21% | 183,851 | $7.7M | Add +77.2% |
| VLO Valero Energy Corp. | 0.21% | 30,540 | $7.5M | Reduce -1.4% |
| AEP American Electric Power | 0.20% | 56,458 | $7.4M | Reduce -2.4% |
| QCOM Qualcomm Inc. | 0.20% | 56,930 | $7.3M | Reduce -3.6% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.8% | 3.72% | −0.91 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -63.1% | 0.24% | −0.41 |
| ADBE Adobe Inc. | Reduce -63.8% | 0.12% | −0.33 |
| NVDA Nvidia Corp. | Reduce -5.5% | 4.68% | −0.33 |
| VOO Vanguard S&P 500 ETF | Reduce -64.7% | 0.13% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -5.8% | 2.38% | −0.22 |
| VNQ Vanguard Real Estate ETF | Reduce -34.1% | 0.49% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 2.53% | −0.18 |
| AAPL Apple Inc. | Reduce -2.2% | 4.64% | −0.16 |
| SCHR Schwab Intermediate-Term US | Reduce -37.3% | 0.31% | −0.16 |
| GD General Dynamics Corp. | Reduce -65.7% | 0.09% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 1.73% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.55% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -96.5% | 0.01% | −0.14 |
| NOW ServiceNow Inc. | Reduce -14.0% | 0.24% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 2.07% | −0.14 |
| V Visa Inc. Class A | Reduce -0.9% | 1.22% | −0.13 |
| AVGO Broadcom Inc. | Reduce -0.8% | 1.82% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.71% | −0.09 |
| SPGI S&P Global Inc. | Reduce -28.4% | 0.14% | −0.09 |
| BAC Bank of America Corp. | Reduce -2.6% | 0.86% | −0.08 |
| TSLA Tesla Inc. | Reduce -4.8% | 0.40% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -3.6% | 0.20% | −0.06 |
| TRMB Trimble Inc. | Reduce -36.5% | 0.08% | −0.06 |
| MS Morgan Stanley | Reduce -13.2% | 0.31% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -36.5% | 0.10% | −0.05 |
| ABT Abbott Laboratories | Reduce -13.0% | 0.15% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -18.7% | 0.12% | −0.05 |
| DHR Danaher Corp. | Reduce -4.3% | 0.24% | −0.05 |
| BLK BlackRock Inc. | Reduce -3.2% | 0.45% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -43.9% | 0.05% | −0.04 |
| DIS The Walt Disney Co. | Reduce -22.2% | 0.09% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -73.3% | 0.01% | −0.04 |
| PAYX Paychex Inc. | Reduce -10.4% | 0.12% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -9.3% | 0.34% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -3.0% | 0.14% | −0.03 |
| WYNN WYNN Resorts Ltd. | Reduce -94.1% | 0.00% | −0.03 |
| AXP American Express Co. | Reduce -17.9% | 0.06% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -7.5% | 0.15% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -1.8% | 0.36% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -41.9% | 0.03% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.1% | 0.90% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -27.1% | 0.03% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -2.4% | 0.16% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.6% | 0.19% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -33.4% | 0.04% | −0.02 |
| GPC Genuine Parts Co. | Reduce -9.1% | 0.08% | −0.02 |
| FISV Fiserv Inc. | Reduce -39.7% | 0.02% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -15.5% | 0.05% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.5% | 0.28% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHO Schwab Short-Term US Treas | Add +34.9% | 0.76% | +0.22 |
| EFA iShares MSCI Eafe ETF | Add +6.9% | 1.61% | +0.20 |
| VZ Verizon Communications Inc. | Add +2.9% | 0.64% | +0.16 |
| PEP Pepsico Inc. | Add +14.3% | 0.65% | +0.15 |
| DOW Dow Inc. | Add +77.2% | 0.21% | +0.15 |
| PANW Palo Alto Networks Inc. | Add +47.1% | 0.43% | +0.11 |
| COST Costco Wholesale Corp. | Add +5.1% | 0.43% | +0.10 |
| CSL Carlisle Cos Inc. | Add +23.7% | 0.35% | +0.09 |
| COP Conocophillips | Add +9.6% | 0.23% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 0.93% | +0.08 |
| ETN Eaton Corp. PLC | Add +1.4% | 0.49% | +0.08 |
| PG The Procter & Gamble Co. | Add +1.9% | 1.03% | +0.08 |
| EFIV SS SPDR S&P 500 ESG ETF | New | 0.06% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +2.2% | 0.56% | +0.06 |
| MSI Motorola Solutions Inc. | Add +17.5% | 0.18% | +0.05 |
| NFLX Netflix Inc. | Add +63.4% | 0.11% | +0.05 |
| ADI Analog Devices Inc. | Add +302.9% | 0.06% | +0.05 |
| TGT Target Corp. | Add +95.0% | 0.08% | +0.05 |
| ON On Semiconductor | Add +1155.2% | 0.05% | +0.04 |
| CMI Cummins Inc. | Add +27.6% | 0.14% | +0.04 |
| UNP Union Pacific Corp. | Add +0.6% | 0.37% | +0.04 |
| ZTS Zoetis Inc. | Add +44.2% | 0.13% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.3% | 0.51% | +0.04 |
| ESGD iShares Trust iShares ESG Aw | Add +11535.0% | 0.03% | +0.03 |
| SBUX Starbucks Corp. | Add +18.1% | 0.12% | +0.03 |
| MO Altria Group Inc. | Add +0.1% | 0.16% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +26.9% | 0.08% | +0.03 |
| AMT American Tower Corp. | Add +31.6% | 0.10% | +0.03 |
| SLB SLB Ltd. | Add +19.2% | 0.06% | +0.03 |
| DLR Digital Realty Trust Inc. | Add +0.2% | 0.13% | +0.03 |
| HSY The Hershey Co. | Add +418.6% | 0.03% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +9.4% | 0.09% | +0.02 |
| AOS Smith (a.o.) Corp. | Add +1.8% | 0.41% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.9% | 0.35% | +0.02 |
| VGIT Vanguard Intermediate-Term T | Add +1.3% | 0.39% | +0.02 |
| SPHD Invesco S&P 500 High Dividen | Add +41.4% | 0.06% | +0.02 |
| AZN Astrazeneca PLC | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +0.8% | 1.06% | +0.02 |
| DVY iShares Select Dividend ETF | Add +45.9% | 0.05% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.1% | 0.26% | +0.02 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +1.4% | 0.31% | +0.02 |
| EZU iShares MSCI Eurozone ETF | Add +17.3% | 0.09% | +0.02 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +23.6% | 0.05% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +23.5% | 0.10% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +41.4% | 0.04% | +0.01 |
| VTIP Vanguard Short-Term Tips | New | 0.01% | +0.01 |
| PM Philip Morris International | Add +1.1% | 0.14% | +0.01 |
| TMUS T-Mobile US Inc. | Add +12.3% | 0.07% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +2.9% | 0.18% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| BOW Bowhead Specialty Holdings I | COM SHS | Reduce -100.0% | 0 | $0 |
| PRGS Progress Software Corp. | COM | Reduce -100.0% | 0 | $0 |
| APLS Apellis Pharmaceuticals Inc. | COM | Reduce -100.0% | 0 | $0 |
| UWMC Uwm Holdings Corp. | COM CL A | Reduce -100.0% | 0 | $0 |
| NCNO Ncino Inc. | COM | Reduce -100.0% | 0 | $0 |
| BKD Brookdale Senior Living Inc. | COM | New | 0 | $0 |
| CELC Celcuity Inc. | COM | New | 0 | $0 |
| INSE Inspired Entertainment Inc. | COM | New | 0 | $0 |
| RMAX Re/Max Holdings Inc. Class A | CL A | New | 0 | $0 |
| RZLT Rezolute Inc. | COM NEW | New | 0 | $0 |
| WEAV Weave Communications 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 |
|---|---|---|---|
| Q3 2026 | 2,388 | $3.8B | AAPL, NVDA, MSFT, VO, VEA |
| 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 |