MassMutual Private Wealth & Trust, FSB
MassMutual Private Wealth & Trust, FSB reported 2,398 stocks worth $3.8B in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are AAPL (5.4%), NVDA (5.3%) and MSFT (4.8%). Compared with Q2 2026, the fund opened new positions in XOM, added to IEFA, HD and VGSH, trimmed AAPL, NVDA and MSFT and sold out of XOM, ICPI and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $204M | 5.4% | 613K | −30K (−5%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $201M | 5.3% | 882K | −39K (−4%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $181M | 4.8% | 354K | −10K (−3%) | 8 of 8 | |
| 4 |  VO Vanguard Index Fds | $131M | 3.5% | 1.7M | −119K (−7%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $105M | 2.8% | 1.5M | −41K (−3%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $102M | 2.7% | 408K | −23K (−5%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $90.8M | 2.4% | 264K | −15K (−5%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $83.3M | 2.2% | 252K | −12K (−4%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $71.3M | 1.9% | 203K | −10K (−5%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $71.1M | 1.9% | 98K | −2,987 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $23M | 168K |
 ICPI Ishares TR 0-1 Year Tips BO | $350K | 6,915 |
 OKE Oneok Inc New | $339K | 3,894 |
ELECTRONIC ARTS INC | $209K | 1,020 |
 SFIGA Star Financial Group Inc | $129K | 2,108 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MassMutual Private Wealth & Trust, FSB 13F FAQ
What does MassMutual Private Wealth & Trust, FSB own?
MassMutual Private Wealth & Trust, FSB reported 2,398 stocks worth $3.8B in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are AAPL (5.4%), NVDA (5.3%) and MSFT (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did MassMutual Private Wealth & Trust, FSB buy and sell in Q3 2026?
Compared with Q2 2026: 125 new positions, 494 added to, 1,221 trimmed and 162 sold out. New positions include XOM. It sold all of XOM, ICPI and OKE.
When will MassMutual Private Wealth & Trust, FSB file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is MassMutual Private Wealth & Trust, FSB's portfolio worth?
The Q3 2026 filing reports $3.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.