Alvarez & Marsal Private Wealth Partners, LLC
Alvarez & Marsal Private Wealth Partners, LLC reported 107 positions worth $758.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPHQ (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPHQ | SH | $85.4M | 11.26% | 948,378 | — | — | |
| ▸ 2 | SPY | SH | $78.2M | 10.31% | 104,447 | — | — | |
| ▸ 3 | QQQ | SH | $71.3M | 9.39% | 96,666 | — | — | |
| ▸ 4 | QLTY | SH | $71.2M | 9.38% | 1,707,844 | — | — | |
| ▸ 5 | VTEB | SH | $69.4M | 9.14% | 1,371,433 | — | — | |
| ▸ 6 | VOO | SH | $46.9M | 6.18% | 68,323 | — | — | |
| ▸ 7 | GOOGL | SH | $45.1M | 5.94% | 126,082 | — | — | |
| ▸ 8 | IVW | SH | $35.1M | 4.62% | 254,912 | — | — | |
| ▸ 9 | RTX | SH | $33.4M | 4.40% | 175,863 | — | — | |
| ▸ 10 | V | SH | $30.0M | 3.95% | 87,378 | — | — |
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Frequently Asked Questions
What stocks does Alvarez & Marsal Private Wealth Partners, LLC hold as of Q2 2026?
Alvarez & Marsal Private Wealth Partners, LLC reported 107 positions worth $758.6M in its Q2 2026 13F filing. Largest positions: SPHQ (11.3%), SPY (10.3%), QQQ (9.4%), QLTY (9.4%) and VTEB (9.1%).
What did Alvarez & Marsal Private Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alvarez & Marsal Private Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.