Mccarter Private Wealth Services
Mccarter Private Wealth Services reported 184 stocks worth $295M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AVGO (4.5%), MSFT (4.1%) and FBND (2.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to FBND, AGG and CVX, trimmed AVGO, MSFT and TRV and sold out of XOM, MDT and BA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $13.4M | 4.5% | 38K | −620 (−2%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $12.1M | 4.1% | 24K | −33 (−0%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $7.5M | 2.6% | 174K | +1,759 (+1%) | 3 of 8 | |
| 4 |  TRV Travelers Cos Inc | $6.4M | 2.2% | 18K | −195 (−1%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $6.4M | 2.2% | 8,293 | −824 (−9%) | 6 of 8 | |
| 6 |  GOOGL Alphabet Inc | $6.2M | 2.1% | 18K | −262 (−1%) | 8 of 8 | |
| 7 |  PANW Palo Alto Networks Inc | $6.2M | 2.1% | 16K | −299 (−2%) | 8 of 8 | |
| 8 |  AEM Agnico Eagle Mines Ltd F | $6.1M | 2.1% | 33K | −176 (−1%) | 8 of 8 | |
| 9 |  MA Mastercard Incorporated | $5.8M | 2.0% | 11K | −230 (−2%) | 8 of 8 | |
| 10 |  TJX Tjx Cos Inc New | $5.6M | 1.9% | 42K | −1,154 (−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 | $1.2M | 8,630 |
 MDT Medtronic PLC F | $401K | 5,132 |
 BA Boeing Co | $343K | 1,584 |
 BX Blackstone Inc | $335K | 2,847 |
 CAT Caterpillar Inc | $317K | 298 |
🔒 Free account: see all 15.
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 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mccarter Private Wealth Services 13F FAQ
What does Mccarter Private Wealth Services own?
Mccarter Private Wealth Services reported 184 stocks worth $295M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AVGO (4.5%), MSFT (4.1%) and FBND (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did Mccarter Private Wealth Services buy and sell in Q3 2026?
Compared with Q2 2026: 20 new positions, 62 added to, 64 trimmed and 15 sold out. New positions include XOM. It sold all of XOM, MDT and BA.
When will Mccarter Private Wealth Services 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 Mccarter Private Wealth Services's portfolio worth?
The Q3 2026 filing reports $295M 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.