13F Filings History of Alvarez & Marsal Private Wealth Partners, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$520,535,859
Signature - Title
Michael Murgio - Chief Investment Officer, Managing Director
Location
West Palm Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Alvarez & Marsal Private Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alvarez & Marsal Private Wealth Partners, LLC reported 112 stock holdings with total value $520,535,859 as of Q4 2025. Top holdings included SPY, QQQ, SPHQ, GOOGL, and QLTY.

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Holdings Value

List of Other Managers Reporting for Alvarez & Marsal Private Wealth Partners, LLC:

Name Holdings Value Location File Number
Grantham, Mayo, Van Otterloo & Co. LLC $39,121,348,278 Boston, MA 028-11599
Saratoga Research & Investment Management $1,907,743,903 Saratoga, CA 028-13757
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 112 $520,535,859 $0 $0 $0 SPY, QQQ, SPHQ, GOOGL, QLTY 13F-HR 13 Feb 2026, 10:05