Alvarez & Marsal Private Wealth Partners, LLC: 13F holdings
CIK 21091212026Q2
| Positions | 107 |
|---|---|
| Reported value | $758.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPHQ INVESCO EXCHANGE TRADED FD T | 948,378 | $85.4m | 11.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 104,447 | $78.2m | 10.3% |
| QQQ INVESCO QQQ TR | 96,666 | $71.3m | 9.4% |
| GMO ETF TRUST | 1,707,844 | $71.2m | 9.4% |
| VTEB VANGUARD MUN BD FDS | 1,371,433 | $69.4m | 9.1% |
| VOO VANGUARD INDEX FDS | 68,323 | $46.9m | 6.2% |
| GOOGL ALPHABET INC | 126,082 | $45.1m | 5.9% |
| IWF ISHARES TR | 254,912 | $35.1m | 4.6% |
| RTX RTX CORPORATION | 175,863 | $33.4m | 4.4% |
| V VISA INC | 87,378 | $30.0m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109121")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.