account_balance
Investment manager · 13F filer · SEC CIK 2109121
Alvarez & Marsal Private Wealth Partners, LLC
Reported value$831Mas of Sep 30, 2026
Positions97 12 new, 22 sold out
Top 10 weight80.5%VTEB alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTEBVanguard Mun Bd FDS
12.1%Added +55%
QLTYGmo ETF Trust
11.9%Added +35%
SPHQInvesco Exchange Traded Fd T
11.6%Added +21%
SPYSPDR S&P 500 ETF Trust
9.6%
QQQInvesco QQQ Tr
8.6%
VOOVanguard Index FDS
8.5%Added +48%
GOOGLAlphabet Inc.
5.2%
MSFTMicrosoft Corp
4.8%
PAYXPaychex Inc
4.3%New
RTXRTX Corp
3.9%
VVisa Inc.
3.8%
GLDMWorld Gold Trust
2.4%
VTEBVanguard Mun Bd FDS
12.1%Added +55%
QLTYGmo ETF Trust
11.9%Added +35%
SPHQInvesco Exchange Traded Fd T
11.6%+21%
SPYSPDR S&P 500 ETF Trust
9.6%
QQQInvesco QQQ Tr
8.6%
VOOVanguard Index FDS
8.5%
GOOGLAlphabet Inc.
5.2%
MSFTMicrosoft Corp
4.8%
PAYXRTX3.9%V3.8%GLDMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTEB Vanguard Mun Bd FDS 12.1% Added +55%
QLTY Gmo ETF Trust 11.9% Added +35%
SPHQ Invesco Exchange Traded Fd T 11.6% Added +21%
SPY SPDR S&P 500 ETF Trust 9.6% HeldQQQ Invesco QQQ Tr 8.6% Held
VOO Vanguard Index FDS 8.5% Added +48%
GOOGL Alphabet Inc. 5.2% HeldMSFT Microsoft Corp 4.8% HeldPAYX Paychex Inc 4.3% NewRTX RTX Corp 3.9% HeldV Visa Inc. 3.8% HeldGLDM World Gold Trust 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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