13F Filings History of MassMutual Private Wealth & Trust, FSB

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$3,926,014,185
Signature - Title
Daken Vanderburg - Chief Investment Officer
Location
Windsor, CT
Summary
This page shows a list of all the recent 13F filings made by MassMutual Private Wealth & Trust, FSB. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MassMutual Private Wealth & Trust, FSB reported 2364 stock holdings with total value $3,926,014,185 as of Q3 2025. Top holdings included NVDA, MSFT, AAPL, VO, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 2,364 $3,926,014,185 +$81,987,962 -$163,185,076 -$81,197,114 NVDA, MSFT, AAPL, VO, AMZN 13F-HR 22 Oct 2025, 16:12
Q2 2025 2,345 $3,753,169,861 +$160,859,583 -$96,590,454 +$64,269,129 MSFT, NVDA, VO, AAPL, AMZN 13F-HR 08 Jul 2025, 18:25
Q1 2025 2,356 $3,457,154,069 +$149,425,307 -$148,965,558 +$459,749 AAPL, MSFT, VO, NVDA, AMZN 13F-HR 01 Apr 2025, 12:45
Q4 2024 2,305 $3,564,458,524 +$222,576,826 -$143,341,258 +$79,235,568 AAPL, MSFT, NVDA, VO, AMZN 13F-HR 16 Jan 2025, 12:49
Q3 2024 2,133 $3,511,134,317 +$133,686,442 -$88,936,524 +$44,749,918 AAPL, MSFT, NVDA, VO, AMZN 13F-HR 02 Oct 2024, 16:09
Q2 2024 2,129 $3,295,918,063 +$260,010,671 -$93,036,677 +$166,973,994 MSFT, AAPL, NVDA, VO, AMZN 13F-HR 02 Jul 2024, 15:02
Q1 2024 2,040 $3,213,764,832 +$193,380,377 -$141,584,305 +$51,796,072 MSFT, AAPL, VO, NVDA, AMZN 13F-HR 09 Apr 2024, 15:09
Q4 2023 1,950 $2,980,926,441 +$166,904,775 -$170,204,682 -$3,299,907 MSFT, AAPL, VO, AMZN, NVDA 13F-HR 03 Jan 2024, 12:53
Q3 2023 1,964 $2,708,239,072 +$82,829,999 -$45,387,831 +$37,442,168 MSFT, AAPL, VO, IJH, EFA 13F-HR 03 Oct 2023, 20:24
Q2 2023 1,899 $2,780,592,704 +$81,510,710 -$80,826,564 +$684,146 AAPL, MSFT, VO, IJH, EFA 13F-HR 01 Aug 2023, 21:17
Q1 2023 1,798 $2,616,356,544 +$184,404,931 -$119,870,760 +$64,534,171 AAPL, MSFT, VO, IJH, EFA 13F-HR 11 Apr 2023, 11:14
Q4 2022 1,618 $2,430,974,000 +$112,904,962 -$70,827,039 +$42,077,923 AAPL, MSFT, VO, IJH, EFA 13F-HR 06 Jan 2023, 11:06
Q3 2022 1,610 $2,203,638,000 +$140,438,545 -$52,821,432 +$87,617,113 AAPL, MSFT, VO, IJH, EFA 13F-HR 07 Oct 2022, 12:03
Q2 2022 1,486 $2,309,006,000 +$149,075,388 -$59,384,289 +$89,691,099 AAPL, MSFT, VO, IJH, EFA 13F-HR 07 Jul 2022, 12:50
Q1 2022 1,495 $2,645,373,000 +$186,128,375 -$93,532,184 +$92,596,191 AAPL, MSFT, IJH, VO, EFA 13F-HR 08 Apr 2022, 11:04
Q4 2021 1,386 $2,692,815,000 +$125,316,759 -$42,156,662 +$83,160,097 AAPL, MSFT, IJH, EFA, VO 13F-HR 09 Feb 2022, 16:28
Q3 2021 1,251 $2,418,650,000 +$124,229,292 -$29,273,849 +$94,955,443 AAPL, MSFT, IJH, EFA, VO 13F-HR 12 Nov 2021, 12:28
Q2 2021 1,201 $2,354,305,000 +$151,031,603 -$66,796,995 +$84,234,608 AAPL, MSFT, IJH, EFA, AMZN 13F-HR 16 Aug 2021, 11:53
Q1 2021 1,094 $2,126,120,000 +$132,729,501 -$71,766,449 +$60,963,052 IJH, AAPL, EFA, MSFT, AMZN 13F-HR 17 May 2021, 07:30
Q4 2020 875 $1,952,960,000 +$98,924,151 -$61,491,536 +$37,432,615 AAPL, IJH, EFA, MSFT, AMZN 13F-HR 16 Feb 2021, 06:30
Q3 2020 720 $1,710,797,000 +$229,645,639 -$119,210,864 +$110,434,775 AAPL, EFA, IJH, MSFT, AMZN 13F-HR 12 Nov 2020, 20:34
Q2 2020 728 $1,551,602,000 +$146,706,597 -$86,485,674 +$60,220,923 EFA, IJH, AAPL, MSFT, AMZN 13F-HR 13 Aug 2020, 10:59
Q1 2020 658 $1,252,541,000 +$59,972,086 -$82,823,269 -$22,851,183 EFA, IJH, MSFT, AAPL, AMZN 13F-HR 15 May 2020, 15:41
Q4 2019 777 $1,618,893,000 +$50,650,356 -$33,494,717 +$17,155,639 EFA, IJH, AAPL, MSFT, IJR 13F-HR 15 May 2020, 16:55
Q3 2019 848 $1,493,144,000 +$69,247,383 -$42,350,365 +$26,897,018 EFA, IJH, AAPL, MSFT, VNQ 13F-HR 14 Nov 2019, 11:17
Q2 2019 742 $1,446,191,000 +$59,108,235 -$44,363,346 +$14,744,889 EFA, IJH, IJR, AAPL, VNQ 13F-HR 14 Aug 2019, 12:51
Q1 2019 851 $1,386,788,576 +$149,470,636 -$71,427,663 +$78,042,973 EFA, IJH, IJR, VNQ, AAPL 13F-HR 15 May 2019, 17:01
Q4 2018 972 $1,168,483,140 +$53,914,696 -$55,897,338 -$1,982,642 EFA, IJH, IJR, VWO, VNQ 13F-HR 26 Feb 2019, 14:18
Q3 2018 966 $1,347,665,086 +$75,652,741 -$46,679,906 +$28,972,835 EFA, IJH, IJR, VWO, AAPL 13F-HR 09 Nov 2018, 15:21
Q2 2018 1,111 $1,252,806,682 +$71,261,560 -$43,509,331 +$27,752,229 EFA, IJH, VWO, IJR, AAPL 13F-HR 20 Aug 2018, 14:04
Q1 2018 985 $1,208,647,919 +$75,409,541 -$50,474,096 +$24,935,445 EFA, IJH, VWO, IJR, AAPL 13F-HR 21 May 2018, 10:08
Q4 2017 911 $1,207,136,351 +$132,464,123 -$158,685,981 -$26,221,858 IJH, EFA, VWO, IJR, AAPL Restatement 01 Mar 2018, 11:45
Q3 2017 1,071 $1,168,358,393 +$197,141,935 -$44,970,107 +$152,171,828 IJH, EFA, VWO, IJR, AAPL 13F-HR 13 Feb 2018, 09:27
Q2 2017 1,033 $1,123,237,702 +$79,757,801 -$49,842,767 +$29,915,034 IJH, EFA, IJR, VWO, AAPL 13F-HR 14 Aug 2017, 09:24
Q1 2017 1,017 $1,064,708,879 +$266,640,807 -$50,410,254 +$216,230,553 IJH, EFA, IJR, VWO, AAPL 13F-HR 02 May 2017, 09:05
Q4 2016 683 $817,614,906 +$154,061,372 -$177,700,169 -$23,638,797 IJH, EFA, IJR, VWO, AAPL 13F-HR 13 Feb 2017, 08:47
Q2 2016 820 $791,360,931 +$92,592,978 -$56,602,505 +$35,990,473 IJH, EFA, VNQ, VWO, IJR 13F-HR 10 Aug 2016, 12:18
Q1 2016 812 $741,414,982 +$79,221,956 -$39,604,627 +$39,617,329 IJH, EFA, VNQ, VWO, JCI 13F-HR 10 May 2016, 09:20
Q4 2015 816 $699,242,497 +$259,860,041 -$50,444,801 +$209,415,240 IJH, EFA, VNQ, JCI, IJR 13F-HR 12 Feb 2016, 09:38
Q3 2015 839 $357,776,526 +$29,848,573 -$10,034,966 +$19,813,607 JCI, VNQ, IJH, AAPL, EFA 13F-HR 04 Nov 2015, 09:54
Q2 2015 737 $355,837,067 +$33,490,055 -$152,496,370 -$119,006,315 JCI, VWO, VNQ, EFA, IJH 13F-HR 29 Jul 2015, 09:21
Q1 2015 730 $606,835,275 +$307,771,490 -$14,666,341 +$293,105,149 IJH, JCI, VNQ, VWO, AAPL 13F-HR 11 May 2015, 09:17
Q4 2014 595 $309,327,580 +$43,752,005 -$254,730,593 -$210,978,588 VNQ, IJH, VWO, IVV, IJR 13F-HR 05 Feb 2015, 09:39
Q3 2014 796 $503,110,304 +$258,759,151 -$5,842,392 +$252,916,759 JCI, VWO, HYS, VNQ, BKLN 13F-HR 04 Nov 2014, 12:31
Q2 2014 540 $253,078,527 +$92,605,147 -$12,517,890 +$80,087,257 VWO, HYS, VNQ, BKLN, IJH 13F-HR 09 Jul 2014, 09:39
Q1 2014 593 $171,002,992 +$64,328,746 -$1,883,721 +$62,445,025 VWO, VNQ, IVV, IJH, EFA 13F-HR 14 May 2014, 18:12
Q4 2013 483 $108,716,995 $0 $0 $0 VWO, VNQ, IVV, IJH, EFA Restatement 14 Feb 2014, 14:07