Massmutual Private Wealth & Trust, Fsb (CIK: 0001103653) is a financial institution headquartered at 200 Great Pond Drive, Suite 150, Windsor, Connecticut 06095. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $3.87 B, comprising 2,396 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 31.1%. Quarterly turnover: 5.0%. ▲ 139 new, +657 added, −1042 reduced, ×130 exited.

Top Buys

Q2 2026

1. VO Vanguard Mid-Cap Etf

+$102.9 M

2. VGT Vanguard Information Technology Etf

+$36.35 M

3. SCHO Schwab Short-Term Us Treasury Etf

+$13.31 M

4. HONA Honeywell Aerospace

+$9.36 M

5. AMD Advanced Micro Devices

+$5.41 M

Top Sells

Q2 2026

1. VNQ Vanguard Real Estate Etf

−$16.26 M

2. NVDA Nvidia Corporation

−$13.06 M

3. SCHR Schwab Intermediate-Term Us Treasury Etf

−$11.1 M

4. GOOGL Alphabet

−$8.97 M

5. AAPL Apple

−$8.11 M

Stocks/ETFs

+5.37%

$3.87 B 99.96%

Options

$0 0.00%

Debt

$0 0.00%

Other

+12.55%

$1.49 M 0.04%

Name	Shares	Market Value	Weight	Change	Activity
Apple AAPL	642,937	$186.04 M	4.81%	▼ 28,019	Reduce -4.2%
Nvidia Corporation NVDA	920,098	$184.1 M	4.76%	▼ 65,285	Reduce -6.6%
Vanguard Mid-Cap Etf ETF-VO	1.79 M	$144.34 M	3.73%	▲ 1,277,118	Add 248.3%
Microsoft Corporation MSFT	363,800	$135.7 M	3.51%	▼ 5,342	Reduce -1.5%
Vanguard Ftse Developed Markets Etf ETF-VEA	1.52 M	$108.59 M	2.81%	▼ 30,566	Reduce -2.0%
Amazoncom AMZN	430,794	$102.68 M	2.65%	▼ 16,150	Reduce -3.6%
Alphabet GOOGL	279,354	$99.83 M	2.58%	▼ 25,108	Reduce -8.3%
Jpmorgan Chase & Co JPM	263,591	$86.28 M	2.23%	▲ 5,711	Add 2.2%
Broadcom AVGO	213,408	$80.61 M	2.08%	▼ 1,995	Reduce -0.9%
Alphabet GOOG	213,484	$75.43 M	1.95%	▼ 7,364	Reduce -3.3%

View Full List

Massmutual Private Wealth & Trust, Fsb's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Massmutual Private Wealth & Trust, Fsb each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 50 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
Loading holdings data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
Loading options data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Amount	Value	% of Portfolio	% Change
Loading debt data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Shares	Value	% of Portfolio	% Change
Loading other data...

Showing {0} to {1} of {2} entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Massmutual Private Wealth & Trust, Fsb Quarterly 13F Statistics

Discover detailed insights into Massmutual Private Wealth & Trust, Fsb’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

Showing 1 to 20 of 0 entries

Show: per page

Massmutual Private Wealth & Trust, Fsb's All 13F Filings

This section lists all SEC Form 13F filings submitted by Massmutual Private Wealth & Trust, Fsb.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

Showing 1 to 20 of 0 entries

Show: per page

Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
Loading transactions...
No transactions found matching your filters.
Filed: Filed:	:	Shares Traded:	Held:

Showing to of results

Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Massmutual Private Wealth & Trust, Fsb 13F Filings, Portfolio & Analysis

Massmutual Private Wealth & Trust, Fsb — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Massmutual Private Wealth & Trust, Fsb's Portfolio

Massmutual Private Wealth & Trust, Fsb Quarterly 13F Statistics

Massmutual Private Wealth & Trust, Fsb's All 13F Filings

Insider Trading Activity (SEC Form 4)