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Massmutual Trust

Latest statistics and disclosures from MassMutual Private Wealth & Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, VO, MSFT, VEA, and represent 19.61% of MassMutual Private Wealth & Trust's stock portfolio.
Added to shares of these 10 stocks: VO (+$103M), VGT (+$36M), BKNG (+$25M), SCHO (+$13M), HON (+$9.5M), HONA (+$9.4M), AMD (+$5.4M), LRCX, QQQ, INTC.
Started 149 new stock positions in AMC, AREC, UAMY, AUGO, SPCX, HUT, STXS, WLDN, TALK, PRKS.
Reduced shares in these 10 stocks: Honeywell International (-$20M), VNQ (-$16M), NVDA (-$13M), SCHR (-$11M), GOOGL (-$9.0M), AAPL (-$8.1M), CAT (-$6.0M), ACN, DOW, PYPL.
Sold out of its positions in ANGI, ASGI, Air Lease Corp, American Woodmark Corporation, FOLD, AMPL, Apellis Pharmaceuticals, ARQT, AIP, ATKR.
MassMutual Private Wealth & Trust was a net buyer of stock by $50M.
MassMutual Private Wealth & Trust has $3.9B in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0001103653

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Portfolio Holdings for MassMutual Private Wealth & Trust

MassMutual Private Wealth & Trust holds 2444 positions in its portfolio as reported in the June 2026 quarterly 13F filing

MassMutual Private Wealth & Trust has 2444 total positions. Only the first 250 positions are shown.

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Download the MassMutual Private Wealth & Trust June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common / Ordinary Stock (AAPL)	4.8	$186M	-4%	643k	289.36	View chart
NVIDIA Corp Common / Ordinary Stock (NVDA)	4.8	$184M	-6%	920k	200.09	View chart
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)	3.7	$144M	+248%	1.8M	80.57	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	3.5	$136M		364k	373.02	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	2.8	$109M		1.5M	71.25	View chart
Amazon.com Common / Ordinary Stock (AMZN)	2.7	$103M	-3%	431k	238.34	View chart
Alphabet Common / Ordinary Stock (GOOGL)	2.6	$100M	-8%	279k	357.37	View chart
JPMorgan Chase & Co Common / Ordinary Stock (JPM)	2.2	$86M	+2%	264k	327.33	View chart
Broadcom Common / Ordinary Stock (AVGO)	2.1	$81M		213k	377.75	View chart
Alphabet Common / Ordinary Stock (GOOG)	1.9	$75M	-3%	214k	353.33	View chart
Cisco Systems Common / Ordinary Stock (CSCO)	1.5	$60M	-3%	511k	117.46	View chart
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)	1.5	$60M	-5%	575k	103.88	View chart
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)	1.5	$59M	-2%	719k	82.34	View chart
Meta Platforms Common / Ordinary Stock (META)	1.5	$57M		101k	563.29	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	1.3	$51M	-6%	659k	77.11	View chart
Visa Common / Ordinary Stock (V)	1.3	$50M		146k	343.09	View chart
Berkshire Hathaway Common / Ordinary Stock (BRK.B)	1.2	$48M	+6%	96k	500.39	View chart
Chevron Corp Common / Ordinary Stock (CVX)	1.2	$46M	-3%	276k	165.76	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	1.2	$45M	-3%	178k	253.97	View chart
Caterpillar Common / Ordinary Stock (CAT)	1.2	$45M	-11%	43k	1064.90	View chart
Vanguard Information Technology ETF Exchange Traded Fund (VGT)	1.1	$42M	+642%	351k	119.52	View chart
AbbVie Common / Ordinary Stock (ABBV)	1.1	$41M	-2%	164k	251.64	View chart
Home Depot Inc/The Common / Ordinary Stock (HD)	1.1	$41M		117k	352.68	View chart
Schwab Short-Term U.S. Treasury ETF Exchange Traded Fund (SCHO)	1.1	$41M	+48%	1.7M	24.14	View chart
RTX Corp Common / Ordinary Stock (RTX)	1.0	$39M	-4%	208k	189.73	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	1.0	$39M	+6%	405k	96.58	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	1.0	$39M	-4%	263k	148.31	View chart
Walmart Common / Ordinary Stock (WMT)	1.0	$39M	-4%	340k	113.26	View chart
SPDR S&P MidCap 400 ETF Trust Exchange Traded Fund (MDY)	1.0	$38M	-4%	54k	703.34	View chart
Procter & Gamble CO/THE Common / Ordinary Stock (PG)	1.0	$37M	-3%	255k	146.64	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.9	$35M	-4%	620k	56.98	View chart
McDonald's CORP Common / Ordinary Stock (MCD)	0.9	$34M		126k	270.31	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	0.9	$34M		99k	341.02	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.8	$33M	-2%	27k	1199.43	View chart
Chubb Common / Ordinary Stock (CB)	0.8	$32M	-3%	93k	340.74	View chart
Ameriprise Financial Common / Ordinary Stock (AMP)	0.8	$31M	-2%	68k	458.76	View chart
Vanguard Short-Term Treasury ETF Exchange Traded Fund (VGSH)	0.7	$29M		494k	58.20	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.7	$26M		52k	501.36	View chart
NextEra Energy Common / Ordinary Stock (NEE)	0.7	$26M	-2%	297k	87.77	View chart
Ecolab Common / Ordinary Stock (ECL)	0.7	$26M		93k	278.61	View chart
Booking Holdings Common / Ordinary Stock (BKNG)	0.7	$26M	+2340%	145k	178.24	View chart
Avantis Emerging Markets Equity ETF Exchange Traded Fund (AVEM)	0.6	$25M		258k	96.49	View chart
O'Reilly Automotive Common / Ordinary Stock (ORLY)	0.6	$24M	-4%	264k	92.09	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	0.6	$23M		168k	136.72	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.6	$23M	-7%	276k	82.85	View chart
Lincoln Electric Holdings Common / Ordinary Stock (LECO)	0.6	$22M	-4%	83k	265.51	View chart
Eaton Corp Common / Ordinary Stock (ETN)	0.5	$21M	-2%	49k	426.12	View chart
Stryker CORP Common / Ordinary Stock (SYK)	0.5	$21M	-4%	66k	314.84	View chart
PepsiCo Common / Ordinary Stock (PEP)	0.5	$20M	-3%	147k	135.40	View chart
Verizon Communications Common / Ordinary Stock (VZ)	0.5	$20M		461k	42.34	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.5	$19M	-2%	151k	128.50	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.5	$19M		25k	748.89	View chart
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH)	0.5	$19M		236k	79.03	View chart
L3Harris Technologies Common / Ordinary Stock (LHX)	0.5	$18M	-4%	61k	290.59	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.4	$17M	-3%	292k	59.69	View chart
Tesla Common / Ordinary Stock (TSLA)	0.4	$16M	-2%	39k	420.60	View chart
BlackRock Common / Ordinary Stock (BLK)	0.4	$16M	-3%	17k	961.56	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.4	$16M	-8%	53k	297.89	View chart
Union Pacific Corp Common / Ordinary Stock (UNP)	0.4	$15M		57k	272.00	View chart
Costco Wholesale Corp Common / Ordinary Stock (COST)	0.4	$15M		16k	935.47	View chart
Carlisle Cos Common / Ordinary Stock (CSL)	0.4	$14M	+3%	40k	362.75	View chart
Vanguard Financials ETF Exchange Traded Fund (VFH)	0.4	$14M	-2%	109k	131.60	View chart
Vertex Pharmaceuticals Common / Ordinary Stock (VRTX)	0.4	$14M		28k	496.73	View chart
A O Smith Corp Common / Ordinary Stock (AOS)	0.4	$14M	-3%	223k	62.72	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.4	$14M		236k	58.98	View chart
Goldman Sachs Group Inc/The Common / Ordinary Stock (GS)	0.4	$14M	-8%	14k	1011.37	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.3	$13M	-7%	64k	209.04	View chart
Xylem Common / Ordinary Stock (XYL)	0.3	$13M	-2%	109k	118.21	View chart
ResMed Common / Ordinary Stock (RMD)	0.3	$13M	-2%	65k	194.88	View chart
VanEck Gold Miners ETF/USA Exchange Traded Fund (GDX)	0.3	$12M	-10%	159k	75.45	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.3	$12M		40k	299.01	View chart
Vanguard Industrials ETF Exchange Traded Fund (VIS)	0.3	$12M		32k	360.38	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.3	$11M		138k	82.65	View chart
Vanguard Consumer Discretionary ETF Exchange Traded Fund (VCR)	0.3	$11M	-2%	29k	396.61	View chart
NYLI MacKay Muni Intermediate ETF Exchange Traded Fund (MMIT)	0.3	$11M	+3%	460k	24.35	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.3	$11M	+99%	19k	580.91	View chart
Lockheed Martin Corp Common / Ordinary Stock (LMT)	0.3	$11M	+6%	21k	509.46	View chart
Roper Technologies Common / Ordinary Stock (ROP)	0.3	$11M	-4%	32k	338.39	View chart
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK)	0.3	$11M	-5%	29k	365.70	View chart
Medtronic Common / Ordinary Stock (MDT)	0.3	$10M	+8%	130k	78.23	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.3	$10M	-3%	55k	184.79	View chart
Waste Management Common / Ordinary Stock (WM)	0.3	$9.9M	-3%	45k	222.88	View chart
Vanguard Communication Services ETF Exchange Traded Fund (VOX)	0.3	$9.8M		54k	183.95	View chart
Vanguard Mortgage-Backed Securities ETF Exchange Traded Fund (VMBS)	0.2	$9.5M		204k	46.81	View chart
Honeywell International Common / Ordinary Stock (HON)	0.2	$9.5M	NEW	42k	223.90	View chart
Northrop Grumman Corp Common / Ordinary Stock (NOC)	0.2	$9.4M		18k	509.31	View chart
Honeywell Aerospace Common / Ordinary Stock (HONA)	0.2	$9.4M	NEW	42k	221.08	View chart
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.2	$9.3M	-8%	13k	746.77	View chart
JPMorgan BetaBuilders US Equity ETF Exchange Traded Fund (BBUS)	0.2	$9.2M	-8%	68k	134.72	View chart
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)	0.2	$9.0M	-14%	45k	197.60	View chart
Danaher Corp Common / Ordinary Stock (DHR)	0.2	$8.9M		47k	190.48	View chart
Coca-Cola Co/The Common / Ordinary Stock (KO)	0.2	$8.7M	-6%	107k	81.27	View chart
Blackstone Common / Ordinary Stock (BX)	0.2	$8.5M	+31%	73k	117.67	View chart
PNC Financial Services Group Inc/The Common / Ordinary Stock (PNC)	0.2	$8.5M		35k	246.22	View chart
ServiceNow Common / Ordinary Stock (NOW)	0.2	$8.2M		83k	99.28	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	0.2	$8.1M	-3%	11k	763.14	View chart
Entergy Corp Common / Ordinary Stock (ETR)	0.2	$8.0M	-6%	70k	114.86	View chart
Applied Materials Common / Ordinary Stock (AMAT)	0.2	$7.8M	+57%	11k	723.00	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.2	$7.7M		56k	136.81	View chart
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.2	$7.6M	-9%	25k	306.30	View chart
TE Connectivity Common / Ordinary Stock (TEL)	0.2	$7.6M		38k	201.61	View chart
Valero Energy Corp Common / Ordinary Stock (VLO)	0.2	$7.5M	-5%	29k	260.44	View chart
WESCO International Common / Ordinary Stock (WCC)	0.2	$7.3M	-6%	21k	345.43	View chart
Cummins Common / Ordinary Stock (CMI)	0.2	$7.2M		10k	713.21	View chart
Emerson Electric Common / Ordinary Stock (EMR)	0.2	$7.1M	-3%	50k	143.15	View chart
Microchip Technology Common / Ordinary Stock (MCHP)	0.2	$6.9M	-5%	75k	91.20	View chart
Williams Cos Inc/The Common / Ordinary Stock (WMB)	0.2	$6.8M		92k	74.34	View chart
Southern Co/The Common / Ordinary Stock (SO)	0.2	$6.7M	-2%	70k	95.71	View chart
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV)	0.2	$6.7M	+3%	87k	76.70	View chart
Enbridge Common / Ordinary Stock (ENB)	0.2	$6.6M		122k	54.21	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.2	$6.6M		95k	68.93	View chart
ConocoPhillips Common / Ordinary Stock (COP)	0.2	$6.5M		62k	103.96	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	0.2	$6.4M	-6%	26k	242.99	View chart
Altria Group Common / Ordinary Stock (MO)	0.2	$6.4M		88k	71.95	View chart
Prudential Financial Common / Ordinary Stock (PRU)	0.2	$6.3M	-2%	58k	107.93	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.2	$6.3M		206k	30.49	View chart
Air Products and Chemicals Common / Ordinary Stock (APD)	0.2	$6.2M	+84%	21k	293.18	View chart
Regeneron Pharmaceuticals Common / Ordinary Stock (REGN)	0.2	$6.0M	-12%	9.6k	623.54	View chart
Cadence Design Systems Common / Ordinary Stock (CDNS)	0.2	$5.9M	+16%	16k	375.32	View chart
International Business Machines Corp Common / Ordinary Stock (IBM)	0.2	$5.9M	-2%	21k	281.21	View chart
Motorola Solutions Common / Ordinary Stock (MSI)	0.2	$5.8M	-5%	14k	415.29	View chart
Corning Common / Ordinary Stock (GLW)	0.1	$5.7M	-9%	22k	255.43	View chart
Fifth Third Bancorp Common / Ordinary Stock (FITB)	0.1	$5.7M		101k	56.37	View chart
Salesforce Common / Ordinary Stock (CRM)	0.1	$5.7M	-3%	36k	156.66	View chart
Lam Research Corp Common / Ordinary Stock (LRCX)	0.1	$5.6M	+199%	13k	433.33	View chart
US Bancorp Common / Ordinary Stock (USB)	0.1	$5.5M	-4%	91k	60.40	View chart
Philip Morris International Common / Ordinary Stock (PM)	0.1	$5.5M	-2%	30k	180.91	View chart
Vanguard Consumer Staples ETF Exchange Traded Fund (VDC)	0.1	$5.4M		24k	225.49	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	0.1	$5.4M	-2%	7.9k	686.81	View chart
Intel Corp Common / Ordinary Stock (INTC)	0.1	$5.4M	+128%	39k	139.63	View chart
Mastercard Common / Ordinary Stock (MA)	0.1	$5.2M	-5%	10k	513.60	View chart
Waste Connections Common / Ordinary Stock (WCN)	0.1	$5.2M	-6%	31k	166.69	View chart
Micron Technology Common / Ordinary Stock (MU)	0.1	$5.1M	+6%	4.4k	1154.29	View chart
Starbucks Corp Common / Ordinary Stock (SBUX)	0.1	$4.9M	-2%	48k	102.19	View chart
Prologis Closed-end REIT (PLD)	0.1	$4.8M		35k	135.47	View chart
Digital Realty Trust Closed-end REIT (DLR)	0.1	$4.7M		26k	179.58	View chart
iShares Intermediate Government/Credit Bond ETF Exchange Traded Fund (GVI)	0.1	$4.6M	+3%	44k	106.09	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.1	$4.6M		62k	73.41	View chart
Invesco QQQ Trust Series 1 Exchange Traded Fund (QQQ)	0.1	$4.6M	+198%	6.2k	736.40	View chart
S&P Global Common / Ordinary Stock (SPGI)	0.1	$4.6M	-6%	11k	407.26	View chart
Allstate Corp/The Common / Ordinary Stock (ALL)	0.1	$4.5M		19k	237.94	View chart
Deere & Co Common / Ordinary Stock (DE)	0.1	$4.4M	+26%	6.9k	634.33	View chart
iShares TIPS Bond ETF Exchange Traded Fund (TIP)	0.1	$4.4M	-2%	40k	109.43	View chart
Abbott Laboratories Common / Ordinary Stock (ABT)	0.1	$4.3M	-8%	48k	90.74	View chart
Paychex Common / Ordinary Stock (PAYX)	0.1	$4.3M	-7%	44k	98.33	View chart
Quest Diagnostics Common / Ordinary Stock (DGX)	0.1	$4.3M		20k	211.95	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.1	$4.1M	+2%	27k	150.13	View chart
iShares MSCI ACWI ETF Exchange Traded Fund (ACWI)	0.1	$4.0M		26k	156.97	View chart
Palantir Technologies Common / Ordinary Stock (PLTR)	0.1	$4.0M	+147%	34k	116.67	View chart
Marriott International Common / Ordinary Stock (MAR)	0.1	$3.8M	-3%	10k	370.59	View chart
JPMorgan Active Bond ETF Exchange Traded Fund (JBND)	0.1	$3.8M	+44%	71k	53.50	View chart
Bank of New York Mellon Corp/The Common / Ordinary Stock (BNY)	0.1	$3.6M		25k	144.61	View chart
CME Group Common / Ordinary Stock (CME)	0.1	$3.5M	-2%	16k	220.83	View chart
Adobe Common / Ordinary Stock (ADBE)	0.1	$3.5M	-6%	17k	205.02	View chart
JPMorgan Core Plus Bond ETF Exchange Traded Fund (JCPB)	0.1	$3.5M	-2%	74k	46.94	View chart
Huntington Bancshares Common / Ordinary Stock (HBAN)	0.1	$3.5M		195k	17.73	View chart
State Street SPDR Portfolio Short Term Corporate Bond ETF Exchange Traded Fund (SPSB)	0.1	$3.4M	+7%	113k	30.01	View chart
TC Energy Corp Common / Ordinary Stock (TRP)	0.1	$3.4M	-2%	51k	66.29	View chart
General Dynamics Corp Common / Ordinary Stock (GD)	0.1	$3.4M	-3%	9.5k	354.24	View chart
American Tower Corp Closed-end REIT (AMT)	0.1	$3.3M		20k	163.57	View chart
Oracle CORP Common / Ordinary Stock (ORCL)	0.1	$3.3M	+24%	22k	146.55	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.1	$3.2M	-83%	33k	96.43	View chart
Sysco Corp Common / Ordinary Stock (SYY)	0.1	$3.2M	-2%	38k	83.58	View chart
iShares MSCI Eurozone ETF Exchange Traded Fund (EZU)	0.1	$3.1M	-11%	45k	69.50	View chart
Walt Disney Co/The Common / Ordinary Stock (DIS)	0.1	$3.1M		32k	96.25	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$3.1M		97k	31.71	View chart
Target Corp Common / Ordinary Stock (TGT)	0.1	$3.1M	-2%	24k	130.61	View chart
Netflix Common / Ordinary Stock (NFLX)	0.1	$3.1M		43k	71.40	View chart
iShares MSCI Emerging Markets ETF Exchange Traded Fund (EEM)	0.1	$3.0M	-7%	44k	68.41	View chart
Ingredion Common / Ordinary Stock (INGR)	0.1	$3.0M	-2%	32k	94.71	View chart
Duke Energy Corp Common / Ordinary Stock (DUK)	0.1	$3.0M		24k	126.58	View chart
Fortive Corp Common / Ordinary Stock (FTV)	0.1	$2.9M		48k	61.09	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.1	$2.9M	-29%	7.7k	370.04	View chart
Zoetis Common / Ordinary Stock (ZTS)	0.1	$2.9M		40k	71.86	View chart
Pfizer Common / Ordinary Stock (PFE)	0.1	$2.8M		116k	24.08	View chart
Truist Financial Corp Common / Ordinary Stock (TFC)	0.1	$2.8M		56k	49.82	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.1	$2.8M		9.1k	303.12	View chart
State Street SPDR S&P 500 ESG ETF Exchange Traded Fund (EFIV)	0.1	$2.7M		38k	72.93	View chart
JPMorgan International Research Enhanced Equity ETF Exchange Traded Fund (JIRE)	0.1	$2.7M		32k	82.49	View chart
Vanguard Utilities ETF Exchange Traded Fund (VPU)	0.1	$2.6M		13k	195.73	View chart
Principal Spectrum Preferred Securities Active ETF Exchange Traded Fund (PREF)	0.1	$2.6M	-3%	135k	19.06	View chart
T-Mobile US Common / Ordinary Stock (TMUS)	0.1	$2.5M	+23%	15k	167.73	View chart
Analog Devices Common / Ordinary Stock (ADI)	0.1	$2.5M	-9%	6.4k	397.17	View chart
Intercontinental Exchange Common / Ordinary Stock (ICE)	0.1	$2.5M	-20%	20k	123.11	View chart
American Express Common / Ordinary Stock (AXP)	0.1	$2.4M	-2%	7.1k	338.25	View chart
Amgen Common / Ordinary Stock (AMGN)	0.1	$2.4M	+13%	6.6k	362.12	View chart
Rollins Common / Ordinary Stock (ROL)	0.1	$2.3M	-22%	56k	41.74	View chart
Invesco S&P 500 High Dividend Low Volatility ETF Exchange Traded Fund (SPHD)	0.1	$2.3M		45k	50.84	View chart
Vanguard Materials ETF Exchange Traded Fund (VAW)	0.1	$2.2M		9.7k	228.79	View chart
GE Aerospace Common / Ordinary Stock (GE)	0.1	$2.1M	+26%	5.7k	373.73	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.1	$2.1M	-4%	7.0k	300.45	View chart
Trimble Common / Ordinary Stock (TRMB)	0.1	$2.1M	-6%	40k	51.18	View chart
KLA Corp Common / Ordinary Stock (KLAC)	0.1	$2.0M	+1281%	6.8k	301.71	View chart
UnitedHealth Group Common / Ordinary Stock (UNH)	0.1	$2.0M	+5%	4.9k	415.63	View chart
Invesco RAFI Emerging Markets ETF Exchange Traded Fund (PXH)	0.1	$2.0M		73k	27.88	View chart
Technology Select Sector SPDR Fund Exchange Traded Fund (XLK)	0.1	$2.0M	+4%	11k	190.52	View chart
Capital One Financial Corp Common / Ordinary Stock (COF)	0.1	$1.9M		9.6k	200.62	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	0.0	$1.9M		5.8k	330.12	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.0	$1.9M	-3%	23k	82.64	View chart
Public Storage Closed-end REIT (PSA)	0.0	$1.8M	-55%	5.7k	318.31	View chart
Texas Instruments Common / Ordinary Stock (TXN)	0.0	$1.8M		6.1k	298.07	View chart
Monster Beverage Corp Common / Ordinary Stock (MNST)	0.0	$1.8M		19k	96.12	View chart
Harbor Commodity All Weather Strategy ETF Exchange Traded Fund (HGER)	0.0	$1.8M	NEW	62k	29.34	View chart
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund (SCHG)	0.0	$1.8M		53k	33.84	View chart
Snap-on Common / Ordinary Stock (SNA)	0.0	$1.8M		4.4k	402.40	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.0	$1.8M	-4%	24k	72.16	View chart
SLB Common / Ordinary Stock (SLB)	0.0	$1.7M	-20%	36k	46.49	View chart
Lowe's Cos Common / Ordinary Stock (LOW)	0.0	$1.7M	-5%	7.6k	220.49	View chart
iShares Russell Mid-Cap ETF Exchange Traded Fund (IWR)	0.0	$1.6M	-19%	15k	110.32	View chart
Hershey Co/The Common / Ordinary Stock (HSY)	0.0	$1.6M	+75%	9.1k	175.45	View chart
Invesco S&P MidCap Low Volatility ETF Exchange Traded Fund (XMLV)	0.0	$1.6M		24k	66.33	View chart
iShares Core U.S. Aggregate Bond ETF Exchange Traded Fund (AGG)	0.0	$1.6M	-37%	16k	98.98	View chart
Hasbro Common / Ordinary Stock (HAS)	0.0	$1.6M		19k	82.59	View chart
iShares Gold Trust Exchange Traded Fund (IAU)	0.0	$1.5M		20k	75.51	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.0	$1.5M	-9%	61k	24.55	View chart
JPMorgan US Research Enhanced Large Cap ETF Exchange Traded Fund (JUSA)	0.0	$1.5M	NEW	22k	67.18	View chart
United Rentals Common / Ordinary Stock (URI)	0.0	$1.5M	+4%	1.3k	1132.89	View chart
Sandisk Corp Common / Ordinary Stock (SNDK)	0.0	$1.5M		645.00	2273.73	View chart
Invesco S&P 500 Low Volatility ETF Exchange Traded Fund (SPLV)	0.0	$1.5M		19k	74.90	View chart
Arista Networks Common / Ordinary Stock (ANET)	0.0	$1.4M	+45%	8.4k	169.88	View chart
iShares S&P Mid-Cap 400 Growth ETF Exchange Traded Fund (IJK)	0.0	$1.4M		12k	117.50	View chart
TJX Cos Inc/The Common / Ordinary Stock (TJX)	0.0	$1.4M	-7%	9.1k	151.50	View chart
GE Vernova Common / Ordinary Stock (GEV)	0.0	$1.4M		1.2k	1174.86	View chart
iShares Latin America 40 ETF Exchange Traded Fund (ILF)	0.0	$1.4M	-11%	41k	33.75	View chart
iShares Select Dividend ETF Exchange Traded Fund (DVY)	0.0	$1.3M	-29%	8.6k	156.30	View chart
Newmont Corp Common / Ordinary Stock (NEM)	0.0	$1.3M		14k	93.40	View chart
Invesco S&P 500 Concentrated QVM ETF Exchange Traded Fund (QVMT)	0.0	$1.3M		19k	69.89	View chart
iShares MSCI Japan ETF Exchange Traded Fund (EWJ)	0.0	$1.2M	-10%	13k	93.27	View chart
Accenture Common / Ordinary Stock (ACN)	0.0	$1.2M	-79%	10k	124.44	View chart
iShares MSCI South Korea ETF Exchange Traded Fund (EWY)	0.0	$1.2M	-19%	6.1k	201.90	View chart
iShares Russell 2000 Value ETF Exchange Traded Fund (IWN)	0.0	$1.2M	-4%	5.4k	221.20	View chart
iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund (ESGD)	0.0	$1.2M		12k	102.81	View chart
Citigroup Common / Ordinary Stock (C)	0.0	$1.2M		8.4k	139.96	View chart
iShares 3-7 Year Treasury Bond ETF Exchange Traded Fund (IEI)	0.0	$1.2M		10k	117.45	View chart
Amphenol Corp Common / Ordinary Stock (APH)	0.0	$1.2M	-4%	6.6k	176.32	View chart
Adams Diversified Equity Fund Closed-end Fund (ADX)	0.0	$1.1M		45k	25.55	View chart
Rockwell Automation Common / Ordinary Stock (ROK)	0.0	$1.1M	-11%	2.3k	495.08	View chart
Linde Common / Ordinary Stock (LIN)	0.0	$1.1M	+39%	2.2k	518.94	View chart
Cintas Corp Common / Ordinary Stock (CTAS)	0.0	$1.1M	-16%	6.7k	170.08	View chart
Invesco Preferred ETF Exchange Traded Fund (PGX)	0.0	$1.1M		105k	10.84	View chart
Western Digital Corp Common / Ordinary Stock (WDC)	0.0	$1.1M	-10%	1.8k	638.72	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.0	$1.1M		21k	52.41	View chart
JPMorgan Active Value ETF Exchange Traded Fund (JAVA)	0.0	$1.1M	-35%	14k	79.41	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$1.1M	+297%	8.8k	124.17	View chart
Invesco KBW Premium Yield Equity REIT ETF Exchange Traded Fund (KBWY)	0.0	$1.1M		58k	18.57	View chart
Crown Castle Closed-end REIT (CCI)	0.0	$1.1M	-7%	14k	75.73	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$1.1M		17k	61.96	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.0	$1.1M		10k	107.62	View chart
JPMorgan Active Growth ETF Exchange Traded Fund (JGRO)	0.0	$1.1M	-40%	11k	98.59	View chart
iShares ESG Select Screened S&P Mid-Cap ETF Exchange Traded Fund (XJH)	0.0	$1.1M	-3%	20k	52.15	View chart

Past Filings by MassMutual Private Wealth & Trust

SEC 13F filings are viewable for MassMutual Private Wealth & Trust going back to 2013

MassMutual Private Wealth & Trust 2026 Q2 filed July 2, 2026
MassMutual Private Wealth & Trust 2026 Q1 filed April 13, 2026
MassMutual Private Wealth & Trust 2025 Q4 filed Jan. 7, 2026
MassMutual Private Wealth & Trust 2025 Q3 filed Oct. 22, 2025
MassMutual Private Wealth & Trust 2025 Q2 filed July 9, 2025
MassMutual Private Wealth & Trust 2025 Q1 filed April 1, 2025
MassMutual Private Wealth & Trust 2024 Q4 filed Jan. 16, 2025
Massmutual Trust 2024 Q3 filed Oct. 2, 2024
Massmutual Trust 2024 Q2 filed July 2, 2024
Massmutual Trust 2024 Q1 filed April 9, 2024
Massmutual Trust 2023 Q4 filed Jan. 3, 2024
Massmutual Trust 2023 Q3 filed Oct. 4, 2023
Massmutual Trust 2023 Q2 filed Aug. 2, 2023
Massmutual Trust 2023 Q1 filed April 11, 2023
Massmutual Trust 2022 Q4 filed Jan. 6, 2023
Massmutual Trust 2022 Q3 filed Oct. 7, 2022

View all past filings

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