Long-term investor

Private Wealth Partners, LLC @privatewealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001335851).

Record

  • Tracked since 2025-06-30 (431 days), 72 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +7.1% · 1 year +16.4% · all +16.4%
  • Max drawdown -5.6% · Sharpe 0.80 · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 8.6% · long · since 2025-06-30
  • AAPL · 8.4% · long · since 2025-06-30
  • GOOGL · 7.2% · long · since 2025-06-30
  • MSFT · 5.0% · long · since 2025-06-30
  • AMZN · 4.5% · long · since 2025-06-30
  • AMD · 4.2% · long · since 2025-06-30
  • BRK-B · 4.1% · long · since 2025-06-30
  • V · 3.3% · long · since 2025-06-30
  • JPM · 3.3% · long · since 2025-06-30
  • 02079K107 · 2.9% · long · since 2025-06-30
  • MRK · 2.8% · long · since 2025-06-30
  • GS · 2.5% · long · since 2025-06-30

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