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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, MSFT, VO, VEA, and represent 21.70% of MassMutual Private Wealth & Trust's stock portfolio.
Added to shares of these 10 stocks: XOM (+$25M), SOXX (+$11M), CRWD (+$8.0M), GEV (+$6.7M), CGNX, MDB, CDNS, TSLA, MDT, CMI.
Started 124 new stock positions in ENVX, CSR, HNST, OI, XMAX, KBWB, PURR, FTS, MNPR, VTWO.
Reduced shares in these 10 stocks: , AOS (-$12M), AAPL (-$10M), ROP (-$9.8M), VO (-$9.3M), NVDA (-$8.8M), AMZN (-$5.6M), GOOGL (-$5.3M), MSFT (-$5.2M), JPM.
Sold out of its positions in ARKX, ASPI, SYRE, ALMS, AMPX, APOG, ATROB, Ataibeckley, ATOM, AVB.
MassMutual Private Wealth & Trust was a net seller of stock by $-130M.
MassMutual Private Wealth & Trust has $3.8B in assets under management (AUM), dropping by -2.03%.
Central Index Key (CIK): 0001103653

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Portfolio Holdings for MassMutual Private Wealth & Trust

MassMutual Private Wealth & Trust holds 2398 positions in its portfolio as reported in the September 2026 quarterly 13F filing

MassMutual Private Wealth & Trust has 2398 total positions. Only the first 250 positions are shown.

Sign up to view all of the MassMutual Private Wealth & Trust Sept. 30, 2026 positions
Download the MassMutual Private Wealth & Trust September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common / Ordinary Stock (AAPL)	5.4	$204M	-4%	613k	333.02	View chart
NVIDIA Corp Common / Ordinary Stock (NVDA)	5.3	$201M	-4%	882k	228.38	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	4.8	$181M	-2%	354k	512.90	View chart
Vanguard Morningstar Mid-Cap ETF Exchange Traded Fund (VO)	3.5	$131M	-6%	1.7M	78.42	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	2.8	$105M	-2%	1.5M	70.61	View chart
Amazon.com Common / Ordinary Stock (AMZN)	2.7	$102M	-5%	408k	249.15	View chart
Alphabet Common / Ordinary Stock (GOOGL)	2.4	$91M	-5%	264k	344.08	View chart
JPMorgan Chase & Co Common / Ordinary Stock (JPM)	2.2	$83M	-4%	252k	330.83	View chart
Broadcom Common / Ordinary Stock (AVGO)	1.9	$71M	-4%	203k	351.19	View chart
Meta Platforms Common / Ordinary Stock (META)	1.9	$71M	-2%	98k	725.18	View chart
Alphabet Common / Ordinary Stock (GOOG)	1.9	$70M	-3%	206k	340.74	View chart
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)	1.6	$59M		568k	103.89	View chart
Dimensional US Small Cap ETF Exchange Traded Fund	1.4	$54M	-2%	699k	77.42	View chart
Chevron Corp Common / Ordinary Stock (CVX)	1.4	$53M	-5%	261k	204.21	View chart
Cisco Systems Common / Ordinary Stock (CSCO)	1.4	$52M	-5%	482k	107.63	View chart
Visa Common / Ordinary Stock (V)	1.3	$50M	-4%	139k	359.33	View chart
Berkshire Hathaway Common / Ordinary Stock (BRK.B)	1.2	$47M		95k	497.95	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	1.2	$45M	-4%	631k	71.95	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	1.2	$45M	-4%	171k	264.74	View chart
Vanguard Information Technology ETF Exchange Traded Fund (VGT)	1.2	$44M		347k	125.67	View chart
AbbVie Common / Ordinary Stock (ABBV)	1.1	$41M	-5%	156k	261.59	View chart
Schwab Short-Term U.S. Treasury ETF Exchange Traded Fund (SCHO)	1.1	$41M		1.7M	23.86	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	1.1	$40M		411k	96.88	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	1.0	$37M	-5%	94k	397.31	View chart
RTX Corp Common / Ordinary Stock (RTX)	1.0	$37M	-4%	198k	185.65	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.9	$35M	-2%	257k	136.04	View chart
Procter & Gamble CO/THE Common / Ordinary Stock (PG)	0.9	$35M	-5%	240k	145.28	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.9	$34M	-2%	51k	675.05	View chart
Walmart Common / Ordinary Stock (WMT)	0.9	$34M	-3%	327k	103.92	View chart
SPDR S&P MidCap 400 ETF Trust Exchange Traded Fund (MDY)	0.9	$34M	-5%	51k	656.71	View chart
Home Depot Inc/The Common / Ordinary Stock (HD)	0.9	$33M		117k	284.49	View chart
Ameriprise Financial Common / Ordinary Stock (AMP)	0.9	$33M	-3%	66k	492.35	View chart
Caterpillar Common / Ordinary Stock (CAT)	0.9	$32M	-6%	40k	810.79	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.8	$32M	-5%	588k	54.43	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.8	$31M	-2%	27k	1157.08	View chart
Vanguard Short-Term Treasury ETF Exchange Traded Fund (VGSH)	0.8	$29M	+3%	509k	57.56	View chart
McDonald's CORP Common / Ordinary Stock (MCD)	0.8	$29M		126k	230.94	View chart
Chubb Common / Ordinary Stock (CB)	0.8	$29M	-3%	89k	325.25	View chart
ExxonMobil Holdings Corp Common / Ordinary Stock (XOM)	0.7	$25M	NEW	156k	162.75	View chart
Ecolab Common / Ordinary Stock (ECL)	0.7	$25M		92k	274.58	View chart
Avantis Emerging Markets Equity ETF Exchange Traded Fund (AVEM)	0.7	$25M	+3%	266k	94.02	View chart
Booking Holdings Common / Ordinary Stock (BKNG)	0.6	$23M		142k	162.91	View chart
NextEra Energy Common / Ordinary Stock (NEE)	0.6	$22M		292k	75.74	View chart
O'Reilly Automotive Common / Ordinary Stock (ORLY)	0.6	$22M	-4%	253k	85.41	View chart
Eaton Corp Common / Ordinary Stock (ETN)	0.6	$21M		50k	429.71	View chart
Verizon Communications Common / Ordinary Stock (VZ)	0.6	$21M		461k	45.87	View chart
Lincoln Electric Holdings Common / Ordinary Stock (LECO)	0.6	$21M	-3%	80k	264.58	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.5	$21M	-8%	254k	81.17	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.5	$20M	-6%	140k	145.31	View chart
PepsiCo Common / Ordinary Stock (PEP)	0.5	$19M		150k	126.72	View chart
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH)	0.5	$18M	-3%	228k	77.25	View chart
Stryker CORP Common / Ordinary Stock (SYK)	0.5	$18M	-3%	64k	275.39	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.5	$18M	-9%	23k	765.85	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.4	$17M	-3%	282k	59.31	View chart
BlackRock Common / Ordinary Stock (BLK)	0.4	$17M	-5%	16k	1058.29	View chart
Tesla Common / Ordinary Stock (TSLA)	0.4	$16M	+12%	44k	354.81	View chart
Union Pacific Corp Common / Ordinary Stock (UNP)	0.4	$15M		57k	272.13	View chart
Vertex Pharmaceuticals Common / Ordinary Stock (VRTX)	0.4	$15M		28k	522.81	View chart
L3Harris Technologies Common / Ordinary Stock (LHX)	0.4	$14M	-2%	60k	236.78	View chart
ResMed Common / Ordinary Stock (RMD)	0.4	$14M	-2%	64k	221.10	View chart
Costco Wholesale Corp Common / Ordinary Stock (COST)	0.4	$14M	-3%	15k	910.34	View chart
Carlisle Cos Common / Ordinary Stock (CSL)	0.4	$14M	+6%	42k	322.17	View chart
Vanguard Financials ETF Exchange Traded Fund (VFH)	0.4	$14M	-4%	104k	130.09	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.4	$14M		238k	56.66	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.4	$13M	-4%	50k	264.21	View chart
Medtronic Common / Ordinary Stock (MDT)	0.3	$13M	+14%	150k	86.29	View chart
VanEck Gold Miners ETF/USA Exchange Traded Fund (GDX)	0.3	$13M	-9%	144k	87.80	View chart
ServiceNow Common / Ordinary Stock (NOW)	0.3	$12M	+11%	93k	134.01	View chart
Goldman Sachs Group Inc/The Common / Ordinary Stock (GS)	0.3	$12M	-3%	13k	900.36	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.3	$12M	-4%	62k	188.08	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.3	$12M	-8%	36k	316.08	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.3	$11M		18k	611.76	View chart
Lockheed Martin Corp Common / Ordinary Stock (LMT)	0.3	$11M		22k	509.25	View chart
Xylem Common / Ordinary Stock (XYL)	0.3	$11M	-2%	107k	101.27	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	0.3	$11M	+284%	41k	264.75	View chart
iShares Semiconductor ETF Exchange Traded Fund (SOXX)	0.3	$11M	+27263%	19k	568.64	View chart
NYLIM MacKay Muni Intermediate ETF Exchange Traded Fund (MMIT)	0.3	$11M		461k	22.88	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.3	$11M	-2%	134k	78.31	View chart
Valero Energy Corp Common / Ordinary Stock (VLO)	0.3	$11M	-6%	27k	387.61	View chart
Danaher Corp Common / Ordinary Stock (DHR)	0.3	$10M	-2%	45k	221.55	View chart
Vanguard Communication Services ETF Exchange Traded Fund (VOX)	0.3	$10M	-2%	52k	190.59	View chart
Vanguard Consumer Discretionary ETF Exchange Traded Fund (VCR)	0.3	$10M	-3%	27k	364.68	View chart
Vanguard Industrials ETF Exchange Traded Fund (VIS)	0.3	$9.9M	-3%	31k	320.51	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.3	$9.9M	-2%	54k	184.04	View chart
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)	0.3	$9.5M	-4%	28k	337.83	View chart
Coca-Cola Co/The Common / Ordinary Stock (KO)	0.2	$9.1M		106k	86.08	View chart
Northrop Grumman Corp Common / Ordinary Stock (NOC)	0.2	$8.8M		18k	483.48	View chart
Waste Management Common / Ordinary Stock (WM)	0.2	$8.4M	-6%	41k	203.92	View chart
Vanguard Mortgage-Backed Securities ETF Exchange Traded Fund (VMBS)	0.2	$8.4M	-7%	189k	44.41	View chart
JPMorgan BetaBuilders US Equity ETF Exchange Traded Fund (BBUS)	0.2	$8.3M	-11%	60k	137.58	View chart
Salesforce Common / Ordinary Stock (CRM)	0.2	$8.3M		36k	229.57	View chart
Blackstone Common / Ordinary Stock (BX)	0.2	$8.0M		71k	112.09	View chart
GE Vernova Common / Ordinary Stock (GEV)	0.2	$7.8M	+604%	8.2k	950.49	View chart
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)	0.2	$7.8M	-11%	40k	195.53	View chart
TE Connectivity Common / Ordinary Stock (TEL)	0.2	$7.8M		37k	211.08	View chart
ConocoPhillips Common / Ordinary Stock (COP)	0.2	$7.6M	-2%	61k	125.15	View chart
PNC Financial Services Group Inc/The Common / Ordinary Stock (PNC)	0.2	$7.5M	-2%	34k	222.26	View chart
WESCO International Common / Ordinary Stock (WCC)	0.2	$7.4M		21k	359.59	View chart
Emerson Electric Common / Ordinary Stock (EMR)	0.2	$7.3M	-4%	47k	155.10	View chart
Cadence Design Systems Common / Ordinary Stock (CDNS)	0.2	$7.1M	+35%	21k	330.19	View chart
Regeneron Pharmaceuticals Common / Ordinary Stock (REGN)	0.2	$7.0M	-3%	9.2k	758.27	View chart
Vanguard Morningstar Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.2	$6.9M	-4%	24k	292.10	View chart
Honeywell Aerospace Common / Ordinary Stock (HONA)	0.2	$6.8M	+3%	44k	154.97	View chart
Entergy Corp Common / Ordinary Stock (ETR)	0.2	$6.6M	-4%	67k	99.26	View chart
Cummins Common / Ordinary Stock (CMI)	0.2	$6.6M	+27%	13k	516.57	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.2	$6.6M		56k	118.64	View chart
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.2	$6.5M	-31%	8.6k	762.63	View chart
Williams Cos Inc/The Common / Ordinary Stock (WMB)	0.2	$6.4M		94k	67.97	View chart
Palantir Technologies Common / Ordinary Stock (PLTR)	0.2	$6.3M		34k	187.05	View chart
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV)	0.2	$6.2M	-2%	85k	72.86	View chart
Micron Technology Common / Ordinary Stock (MU)	0.2	$6.1M	+29%	5.7k	1065.11	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.2	$5.9M		94k	62.73	View chart
Altria Group Common / Ordinary Stock (MO)	0.2	$5.9M		88k	67.34	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.2	$5.9M	-2%	200k	29.50	View chart
Air Products and Chemicals Common / Ordinary Stock (APD)	0.2	$5.8M		21k	278.23	View chart
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)	0.2	$5.8M	-4%	25k	231.03	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	0.2	$5.8M	+4%	8.2k	700.86	View chart
Philip Morris International Common / Ordinary Stock (PM)	0.2	$5.7M		30k	190.82	View chart
Motorola Solutions Common / Ordinary Stock (MSI)	0.2	$5.7M	-9%	13k	445.97	View chart
Microchip Technology Common / Ordinary Stock (MCHP)	0.1	$5.6M	-3%	73k	77.77	View chart
Southern Co/The Common / Ordinary Stock (SO)	0.1	$5.6M	-3%	67k	82.89	View chart
Enbridge Common / Ordinary Stock (ENB)	0.1	$5.6M		119k	46.49	View chart
Mastercard Common / Ordinary Stock (MA)	0.1	$5.4M	-3%	9.8k	551.47	View chart
Honeywell International Common / Ordinary Stock (HON)	0.1	$5.3M	-41%	25k	210.94	View chart
Prologis Closed-end REIT (PLD)	0.1	$5.2M	+14%	40k	129.84	View chart
Applied Materials Common / Ordinary Stock (AMAT)	0.1	$5.2M	-5%	10k	511.38	View chart
Fifth Third Bancorp Common / Ordinary Stock (FITB)	0.1	$5.1M		101k	50.58	View chart
US Bancorp Common / Ordinary Stock (USB)	0.1	$5.1M	-3%	88k	57.76	View chart
Vanguard Consumer Staples ETF Exchange Traded Fund (VDC)	0.1	$4.9M	-6%	23k	218.21	View chart
Waste Connections Common / Ordinary Stock (WCN)	0.1	$4.8M		31k	153.93	View chart
Abbott Laboratories Common / Ordinary Stock (ABT)	0.1	$4.6M	-2%	47k	98.83	View chart
Digital Realty Trust Closed-end REIT (DLR)	0.1	$4.6M		26k	175.53	View chart
Intel Corp Common / Ordinary Stock (INTC)	0.1	$4.6M		38k	120.23	View chart
Quest Diagnostics Common / Ordinary Stock (DGX)	0.1	$4.6M	-2%	20k	233.07	View chart
International Business Machines Corp Common / Ordinary Stock (IBM)	0.1	$4.4M	-3%	20k	219.93	View chart
Starbucks Corp Common / Ordinary Stock (SBUX)	0.1	$4.4M	-2%	47k	93.96	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.1	$4.4M		63k	70.15	View chart
iShares Intermediate Government/Credit Bond ETF Exchange Traded Fund (GVI)	0.1	$4.4M	-2%	43k	103.07	View chart
Invesco QQQ Trust Series 1 Exchange Traded Fund (QQQ)	0.1	$4.4M	-4%	5.9k	739.77	View chart
Deere & Co Common / Ordinary Stock (DE)	0.1	$4.3M	-6%	6.5k	671.55	View chart
Lam Research Corp Common / Ordinary Stock (LRCX)	0.1	$4.3M		13k	328.51	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.1	$4.3M	-9%	25k	172.16	View chart
S&P Global Common / Ordinary Stock (SPGI)	0.1	$4.2M	-4%	11k	394.47	View chart
iShares TIPS Bond ETF Exchange Traded Fund (TIP)	0.1	$4.2M		40k	104.04	View chart
Allstate Corp/The Common / Ordinary Stock (ALL)	0.1	$4.1M	-2%	19k	221.86	View chart
iShares MSCI ACWI ETF Exchange Traded Fund (ACWI)	0.1	$4.1M		26k	158.76	View chart
Prudential Financial Common / Ordinary Stock (PRU)	0.1	$4.0M	-38%	36k	113.58	View chart
Paychex Common / Ordinary Stock (PAYX)	0.1	$4.0M	-6%	41k	98.50	View chart
CME Group Common / Ordinary Stock (CME)	0.1	$4.0M	-5%	15k	261.98	View chart
Pfizer Common / Ordinary Stock (PFE)	0.1	$3.7M	+10%	128k	28.52	View chart
Cognex Corp Common / Ordinary Stock (CGNX)	0.1	$3.5M	+5143%	58k	60.65	View chart
Marriott International Common / Ordinary Stock (MAR)	0.1	$3.5M	-4%	9.9k	355.67	View chart
Bank of New York Mellon Corp/The Common / Ordinary Stock (BNY)	0.1	$3.5M	-2%	24k	144.63	View chart
State Street SPDR Portfolio Short Term Corporate Bond ETF Exchange Traded Fund (SPSB)	0.1	$3.3M		113k	29.59	View chart
Corning Common / Ordinary Stock (GLW)	0.1	$3.3M	-2%	22k	153.76	View chart
American Tower Corp Closed-end REIT (AMT)	0.1	$3.3M	-2%	20k	163.69	View chart
Harbor Commodity All Weather Strategy ETF Exchange Traded Fund (HGER)	0.1	$3.2M	+47%	91k	35.26	View chart
Vanguard Morningstar Total Stock Market ETF Exchange Traded Fund (VTI)	0.1	$3.2M	+10%	8.6k	374.24	View chart
JPMorgan Active Bond ETF Exchange Traded Fund (JBND)	0.1	$3.1M	-13%	61k	51.12	View chart
Netflix Common / Ordinary Stock (NFLX)	0.1	$3.1M	+3%	45k	69.58	View chart
iShares MSCI Eurozone ETF Exchange Traded Fund (EZU)	0.1	$3.1M		46k	67.33	View chart
General Dynamics Corp Common / Ordinary Stock (GD)	0.1	$3.0M	-4%	9.1k	331.83	View chart
Ingredion Common / Ordinary Stock (INGR)	0.1	$3.0M		32k	95.81	View chart
Sysco Corp Common / Ordinary Stock (SYY)	0.1	$3.0M		38k	77.96	View chart
Huntington Bancshares Common / Ordinary Stock (HBAN)	0.1	$3.0M		194k	15.26	View chart
TC Energy Corp Common / Ordinary Stock (TRP)	0.1	$2.9M		50k	57.78	View chart
JPMorgan Core Plus Bond ETF Exchange Traded Fund (JCPB)	0.1	$2.9M	-13%	64k	44.78	View chart
iShares MSCI Emerging Markets ETF Exchange Traded Fund (EEM)	0.1	$2.9M	-2%	43k	66.79	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$2.9M	-9%	88k	32.53	View chart
MongoDB Common / Ordinary Stock (MDB)	0.1	$2.8M	+5333%	8.2k	348.61	View chart
Oracle CORP Common / Ordinary Stock (ORCL)	0.1	$2.8M	-8%	20k	137.30	View chart
State Street SPDR S&P 500 ESG ETF Exchange Traded Fund (EFIV)	0.1	$2.7M		37k	74.06	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.1	$2.7M	-7%	31k	89.63	View chart
Target Corp Common / Ordinary Stock (TGT)	0.1	$2.7M	-26%	17k	156.69	View chart
Amgen Common / Ordinary Stock (AMGN)	0.1	$2.6M	-5%	6.2k	421.51	View chart
Duke Energy Corp Common / Ordinary Stock (DUK)	0.1	$2.6M	-2%	23k	114.01	View chart
Fortive Corp Common / Ordinary Stock (FTV)	0.1	$2.6M		48k	54.81	View chart
Vanguard Morningstar Small-Cap ETF Exchange Traded Fund (VB)	0.1	$2.6M		9.2k	284.49	View chart
Truist Financial Corp Common / Ordinary Stock (TFC)	0.1	$2.5M		55k	46.30	View chart
Principal Spectrum Preferred Securities Active ETF Exchange Traded Fund (PREF)	0.1	$2.4M		133k	18.35	View chart
Intercontinental Exchange Common / Ordinary Stock (ICE)	0.1	$2.4M	-21%	16k	152.03	View chart
Analog Devices Common / Ordinary Stock (ADI)	0.1	$2.4M	-6%	6.0k	396.71	View chart
Invesco S&P 500 High Dividend Low Volatility ETF Exchange Traded Fund (SPHD)	0.1	$2.3M	+7%	48k	48.18	View chart
Snap-on Common / Ordinary Stock (SNA)	0.1	$2.3M	+42%	6.3k	363.35	View chart
Vanguard Utilities ETF Exchange Traded Fund (VPU)	0.1	$2.2M	-4%	13k	171.00	View chart
KLA Corp Common / Ordinary Stock (KLAC)	0.1	$2.1M	+62%	11k	194.93	View chart
Technology Select Sector SPDR Fund Exchange Traded Fund (XLK)	0.1	$2.1M		11k	195.75	View chart
Vanguard Materials ETF Exchange Traded Fund (VAW)	0.1	$2.0M	-3%	9.3k	218.17	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	0.1	$2.0M		5.7k	356.51	View chart
JPMorgan International Research Enhanced Equity ETF Exchange Traded Fund (JIRE)	0.1	$2.0M	-24%	25k	82.16	View chart
American Express Common / Ordinary Stock (AXP)	0.1	$2.0M	-8%	6.6k	304.10	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.1	$1.9M		7.0k	277.89	View chart
JPMorgan US Research Enhanced Large Cap ETF Exchange Traded Fund (JUSA)	0.1	$1.9M	+26%	28k	68.49	View chart
Invesco RAFI Emerging Markets ETF Exchange Traded Fund (PXH)	0.1	$1.9M	-8%	66k	29.07	View chart
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund (SCHG)	0.1	$1.9M		53k	35.93	View chart
Arista Networks Common / Ordinary Stock (ANET)	0.0	$1.8M	+6%	9.0k	203.59	View chart
Capital One Financial Corp Common / Ordinary Stock (COF)	0.0	$1.8M	-2%	9.4k	193.07	View chart
SLB Common / Ordinary Stock (SLB)	0.0	$1.8M	+2%	37k	48.72	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.0	$1.8M	-3%	22k	80.05	View chart
Hershey Co/The Common / Ordinary Stock (HSY)	0.0	$1.7M	+20%	11k	157.61	View chart
GE Aerospace Common / Ordinary Stock (GE)	0.0	$1.7M	-4%	5.4k	312.29	View chart
Texas Instruments Common / Ordinary Stock (TXN)	0.0	$1.7M	-2%	5.9k	280.09	View chart
UnitedHealth Group Common / Ordinary Stock (UNH)	0.0	$1.6M	-8%	4.5k	367.08	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.0	$1.6M	+49%	32k	51.23	View chart
Accenture Common / Ordinary Stock (ACN)	0.0	$1.6M	-10%	8.9k	183.37	View chart
Invesco S&P MidCap Low Volatility ETF Exchange Traded Fund (XMLV)	0.0	$1.6M	+7%	26k	62.97	View chart
Hasbro Common / Ordinary Stock (HAS)	0.0	$1.6M		18k	87.68	View chart
Walt Disney Co/The Common / Ordinary Stock (DIS)	0.0	$1.6M	-53%	15k	104.90	View chart
Newmont Corp Common / Ordinary Stock (NEM)	0.0	$1.6M	-2%	14k	115.34	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.0	$1.6M	-4%	23k	68.51	View chart
iShares Russell Mid-Cap ETF Exchange Traded Fund (IWR)	0.0	$1.5M	-2%	15k	106.71	View chart
Monster Beverage Corp Common / Ordinary Stock (MNST)	0.0	$1.5M	+95%	37k	41.62	View chart
iShares Gold Trust Exchange Traded Fund (IAU)	0.0	$1.5M	-4%	19k	78.10	View chart
Invesco S&P 500 Low Volatility ETF Exchange Traded Fund (SPLV)	0.0	$1.5M	+7%	21k	70.51	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.0	$1.5M	+9%	67k	21.76	View chart
iShares Core U.S. Aggregate Bond ETF Exchange Traded Fund (AGG)	0.0	$1.4M	-5%	15k	94.54	View chart
T-Mobile US Common / Ordinary Stock (TMUS)	0.0	$1.4M	-43%	8.6k	163.08	View chart
iShares S&P Mid-Cap 400 Growth ETF Exchange Traded Fund (IJK)	0.0	$1.4M	+2%	12k	109.61	View chart
United Rentals Common / Ordinary Stock (URI)	0.0	$1.3M		1.3k	1000.78	View chart
Lowe's Cos Common / Ordinary Stock (LOW)	0.0	$1.3M	-5%	7.2k	184.29	View chart
Roper Technologies Common / Ordinary Stock (ROP)	0.0	$1.3M	-88%	3.7k	349.41	View chart
Invesco S&P 500 Concentrated QVM ETF Exchange Traded Fund (QVMT)	0.0	$1.3M	+7%	20k	64.59	View chart
iShares Select Dividend ETF Exchange Traded Fund (DVY)	0.0	$1.3M		8.4k	152.07	View chart
iShares Latin America 40 ETF Exchange Traded Fund (ILF)	0.0	$1.3M	-10%	37k	34.50	View chart
iShares MSCI Japan ETF Exchange Traded Fund (EWJ)	0.0	$1.2M	-6%	13k	97.46	View chart
iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund (ESGD)	0.0	$1.2M		11k	103.05	View chart
Adams Diversified Equity Fund Closed-end Fund (ADX)	0.0	$1.2M		46k	25.67	View chart
Phillips 66 Common / Ordinary Stock (PSX)	0.0	$1.2M	-3%	4.5k	255.31	View chart
Linde Common / Ordinary Stock (LIN)	0.0	$1.2M	+10%	2.4k	474.65	View chart
Invesco Preferred ETF Exchange Traded Fund (PGX)	0.0	$1.1M	+7%	112k	10.07	View chart
iShares Russell 2000 Value ETF Exchange Traded Fund (IWN)	0.0	$1.1M	-2%	5.3k	209.45	View chart
TJX Cos Inc/The Common / Ordinary Stock (TJX)	0.0	$1.1M	-8%	8.4k	132.31	View chart
iShares 1-3 Year Treasury Bond ETF Exchange Traded Fund (SHY)	0.0	$1.1M	+3287%	14k	81.20	View chart
Vail Resorts Common / Ordinary Stock (MTN)	0.0	$1.1M	+42%	8.0k	137.18	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$1.1M		8.7k	125.26	View chart
Freeport-McMoRan Common / Ordinary Stock (FCX)	0.0	$1.1M		16k	70.00	View chart
Amphenol Corp Common / Ordinary Stock (APH)	0.0	$1.1M	+92%	13k	84.30	View chart
iShares MSCI South Korea ETF Exchange Traded Fund (EWY)	0.0	$1.1M	-4%	5.9k	182.78	View chart
iShares Agency Bond ETF Exchange Traded Fund (AGZ)	0.0	$1.1M	NEW	10k	106.54	View chart
Gilead Sciences Common / Ordinary Stock (GILD)	0.0	$1.1M		7.1k	149.05	View chart
Invesco KBW Premium Yield Equity REIT ETF Exchange Traded Fund (KBWY)	0.0	$1.1M	+8%	63k	16.64	View chart
Crown Castle Closed-end REIT (CCI)	0.0	$1.0M	+7%	15k	66.65	View chart
Citigroup Common / Ordinary Stock (C)	0.0	$1.0M	-6%	7.9k	129.48	View chart
Schwab U.S. Large-Cap Value ETF Exchange Traded Fund (SCHV)	0.0	$1.0M	+4%	31k	33.31	View chart
JPMorgan Active Growth ETF Exchange Traded Fund (JGRO)	0.0	$1.0M	-3%	11k	96.58	View chart
Sandisk Corp Common / Ordinary Stock (SNDK)	0.0	$1.0M	-10%	580.00	1739.89	View chart
iShares Russell 1000 ETF Exchange Traded Fund (IWB)	0.0	$1.0M	-5%	2.4k	416.13	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.0	$984k	-2%	9.7k	101.10	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.0	$962k	+3062%	11k	84.96	View chart
Ferrari NV Common / Ordinary Stock (RACE)	0.0	$960k	+1146%	2.4k	392.85	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 Q3 filed Oct. 5, 2026
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

View all past filings

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