Q3 2026 13F · SEC CIK 1103653

MassMutual Private Wealth & Trust, FSB

Wealth managerFiled 2026-10-05 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.8B
Reported positions: 2,356
Top holdings a year, 3 yrs: +21.6%
Average holding period: 9.6 yrs

MassMutual Private Wealth & Trust, FSB is a wealth manager that reported 2,356 positions worth $3.8B in its Q3 2026 13F, filed 2026-10-05. Its largest holdings were Apple Inc (AAPL, 5.4%), Nvidia Corporation (NVDA, 5.3%), Microsoft Corp (MSFT, 4.8%). A portfolio copying its top holdings returned 21.6% a year over the last 3 years, against 22.3% for the S&P 500.

MassMutual Private Wealth & Trust, FSB holdings largest 50 of 2,356 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

MassMutual Private Wealth & Trust, FSB 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.4%	4.8%	612,731	-4.7%	$204.1M
NVDANvidia Corporation	5.3%	4.8%	881,514	-4.2%	$201.3M
MSFTMicrosoft Corp	4.8%	3.5%	353,759	-2.8%	$181.4M
VOVanguard Index Fds	3.5%	3.7%	1,672,725	-6.6%	$131.2M
VEAVanguard Ftse Developed Markets Index Fu	2.8%	2.8%	1,482,965	-2.7%	$104.7M
AMZNAmazon Com Inc	2.7%	2.7%	408,196	-5.2%	$101.7M
GOOGLAlphabet Inc	2.4%	2.6%	264,010	-5.5%	$90.8M
JPMJpmorgan Chase & Co	2.2%	2.2%	251,739	-4.5%	$83.3M
AVGOBroadcom Inc	1.9%	2.1%	203,116	-4.8%	$71.3M
METAMeta Platforms Inc	1.9%	1.5%	98,111	-3.0%	$71.1M
GOOGAlphabet Inc	1.9%	1.9%	206,291	-3.4%	$70.3M
EFAIshares Tr	1.6%	1.5%	568,002	-1.2%	$59.0M
DFASDimensional ETF Trust	1.4%	1.5%	699,167	-2.8%	$54.1M
CVXChevron Corporation	1.4%	1.2%	260,994	-5.3%	$53.3M
CSCOCisco Sys Inc	1.4%	1.6%	482,011	-5.6%	$51.9M
VVisa Inc	1.3%	1.3%	139,037	-4.5%	$50.0M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	94,606	-1.6%	$47.1M
IJHIshares Tr	1.2%	1.3%	630,548	-4.4%	$45.4M
JNJJohnson & Johnson	1.2%	1.2%	170,950	-4.1%	$45.3M
VGTVanguard World Fd	1.1%	1.1%	347,000	-1.3%	$43.6M
ABBVAbbvie Inc	1.1%	1.1%	155,837	-5.2%	$40.8M
SCHOSchwab Strategic Tr	1.1%	1.1%	1,695,337	-0.1%	$40.5M
IEFAIshares Tr	1.1%	1.0%	411,357	+1.6%	$39.9M
PANWPalo Alto Networks Inc	1.0%	0.9%	93,880	-5.1%	$37.3M
RTXRtx Corporation	1.0%	1.0%	197,968	-4.8%	$36.8M
IJRIshares Tr	0.9%	1.0%	256,815	-2.3%	$34.9M
PGProcter & Gamble Co	0.9%	1.0%	240,132	-5.8%	$34.9M
TMOThermo Fisher Scientific Inc	0.9%	0.7%	50,766	-2.6%	$34.3M
WMTWalmart Inc	0.9%	1.0%	327,374	-3.6%	$34.0M
MDYState Str Spdr S&p Midcap 40	0.9%	1.0%	51,162	-5.7%	$33.6M
HDHome Depot Inc	0.9%	1.1%	117,228	+0.4%	$33.4M
AMPAmeriprise Finl Inc	0.9%	0.8%	66,195	-3.2%	$32.6M
CATCaterpillar Inc	0.9%	1.2%	39,829	-6.3%	$32.3M
BACBank of Amer Corp	0.8%	0.9%	588,403	-5.1%	$32.0M
LLYEli Lilly & Co	0.8%	0.8%	26,575	-2.7%	$30.7M
VGSHVanguard Scottsdale Fds	0.8%	0.7%	508,628	+3.0%	$29.3M
MCDMcdonalds Corp	0.8%	0.9%	126,418	+0.1%	$29.2M
CBChubb Limited	0.8%	0.8%	89,163	-3.7%	$29.0M
XOMExxonmobil Holdings Corp	0.7%	—	156,091	—	$25.4M
ECLEcolab Inc	0.7%	0.7%	91,492	-1.9%	$25.1M
AVEMAmerican Centy ETF Tr	0.7%	0.6%	265,615	+3.0%	$25.0M
BKNGBooking Holdings Inc	0.6%	0.7%	142,418	-1.6%	$23.2M
NEENextera Energy Inc	0.6%	0.7%	292,081	-1.6%	$22.1M
ORLYOreilly Automotive Inc	0.6%	0.6%	252,502	-4.3%	$21.6M
ETNEaton Corp PLC	0.6%	0.5%	49,620	+1.6%	$21.3M
VZVerizon Communications Inc	0.6%	0.5%	461,273	-0.0%	$21.2M
LECOLincoln Elec Hldgs Inc	0.6%	0.6%	79,486	-3.7%	$21.0M
IEMGIshares Inc	0.5%	0.6%	253,672	-8.2%	$20.6M
MRKMerck & Co Inc	0.5%	—	140,363	—	$20.4M
PEPPepsico Inc	0.5%	0.5%	149,520	+1.8%	$18.9M

What MassMutual Private Wealth & Trust, FSB bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

IEMG Ishares Inc-8.2% shares
VO Vanguard Index Fds-6.6% shares
CAT Caterpillar Inc-6.3% shares
PG Procter & Gamble Co-5.8% shares
MDY State Str Spdr S&p Midcap 40-5.7% shares
CSCO Cisco Sys Inc-5.6% shares
GOOGL Alphabet Inc-5.5% shares
CVX Chevron Corporation-5.3% shares

Left the top 50

XOM Exxon Mobil Corpwas 0.6%
SYK Stryker Corporationwas 0.5%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.7% /yr; S&P 500 +11.7%
3 years: +21.6% /yr; S&P 500 +22.3%
5 years: +9.8% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$3.8B	2,356
Q2 2026	$3.9B	2,396
Q1 2026	$3.7B	2,388
Q4 2025	$3.9B	2,362
Q3 2025	$3.9B	2,364
Q2 2025	$3.8B	2,345
Q1 2025	$3.5B	2,356
Q4 2024	$3.6B	2,305
Q3 2024	$3.5B	2,133
Q2 2024	$3.3B	2,129
Q1 2024	$3.2B	2,040
Q4 2023	$3.0B	1,950

Questions about MassMutual Private Wealth & Trust, FSB's portfolio

What stocks does MassMutual Private Wealth & Trust, FSB own?

MassMutual Private Wealth & Trust, FSB's latest 13F, for Q3 2026 and filed Oct 5, 2026, lists 2,356 positions worth $3.8B. The largest are Apple Inc (AAPL) at 5.4%, Nvidia Corporation (NVDA) at 5.3%, Microsoft Corp (MSFT) at 4.8%, Vanguard Index Fds (VO) at 3.5% and Vanguard Ftse Developed Markets Index Fu (VEA) at 2.8%.

What did MassMutual Private Wealth & Trust, FSB buy last quarter?

MassMutual Private Wealth & Trust, FSB opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did MassMutual Private Wealth & Trust, FSB sell last quarter?

In Q3 2026, MassMutual Private Wealth & Trust, FSB cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Stryker Corporation (SYK), Ishares Inc (IEMG) (-8.2% shares), Vanguard Index Fds (VO) (-6.6% shares) and Caterpillar Inc (CAT) (-6.3% shares), compared with its Q2 2026 filing.

How has MassMutual Private Wealth & Trust, FSB's portfolio performed?

A portfolio copying MassMutual Private Wealth & Trust, FSB's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.7% against +11.7%. Over 5 years: +9.8% a year against +10.6%.

When is MassMutual Private Wealth & Trust, FSB's next 13F filing due?

13F filings are due 45 days after each quarter ends. MassMutual Private Wealth & Trust, FSB's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.