Alvarez & Marsal Private Wealth Partners, LLC

Q4 2025 13F Combination Report, Stock Holdings

Signature - Title: Michael Murgio - Chief Investment Officer, Managing Director
Location: West Palm Beach, FL
Holdings as of: 31 Dec 2025
Value $: $520,535,859
Num holdings: 112
Filing time: 13 Feb 2026, 10:05:15 UTC
Form type: 13F-HR
Description: A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SPY, QQQ, SPHQ, GOOGL, and QLTY.
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Michael Murgio	Chief Investment Officer, Managing Director	West Palm Beach, Florida	13 Feb 2026

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