Managers / Q1 2026
Alvarez & Marsal Private Wealth Partners, LLC
CIK 0002109121 · 300 BANYAN BOULEVARD, 10TH FLOOR, WEST PALM BEACH, FL, 33401 · (561) 268-0900
Reported Value
$712M
Q1 2026
Positions
177
Filings on Record
2
2019–present window
Filed
May 14, 2026
original filing
Summary
Alvarez & Marsal Private Wealth Partners, Llc reported $712M in U.S.-listed holdings across 177 positions for Q1 2026.
Its largest position, Invesco Exchange Traded Fd T, represents 10.1% of the portfolio.
Compared with Q4 2025, the fund opened 80 new positions and exited 15.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 66.2% · $472M
- Common Stock · 32.7% · $233M
- Other · 0.7% · $5M
- ADR · 0.3% · $2M
- REIT · 0.0% · $233,166
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
Other Included Managers
This filing reports holdings on behalf of 4 additional managers.
- Saratoga Research & Investment Management028-13757
- Grantham, Mayo, Van Otterloo & Co. LLC028-11599
- Madison Investment Advisors, LLC028-14137
- Smead Capital Management, Inc.028-12979
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.