Private Wealth Partners, LLC

RIA/Wealth

Private Wealth Partners, LLC is a RIA/Wealth based in Mill Valley, CA led by Kenneth Fredrick Siebel, reporting $2.0B in AUM as of Q3 2025 with 34% Technology concentration and 53% concentrated in top 10 holdings.

ChairmanKenneth Fredrick Siebel

Portfolio Value: $1.4B
Positions: 167
Top Holding: NVDA at 11%
Last Reported: Q3 2025

Address591 Redwood Highway, Suite 3210, Mill Valley, CA, 94941, United States

Top Holdings

Largest long holdings in Private Wealth Partners, LLC's portfolio (52.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$153.9M	11.00%	-$1.1M Sold	0.00% 825.0K shares	Q2 2020 Held for 5y 5m
2 Apple AAPL	Consumer Electronics Technology	$118.7M	8.48%	-$2.6M Sold	0.00% 466.1K shares	Q4 2020 Held for 4y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$106.2M	7.59%	-$916.3K Sold	0.00% 205.1K shares	Q1 2021 Held for 4y 8m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$78.8M	5.63%	-$568.9K Sold	0.00% 324.2K shares	Q4 2020 Held for 4y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$63.4M	4.53%	-$167.8K Sold	0.00% 288.8K shares	Q4 2020 Held for 4y 11m
6 Visa V	Financial - Credit Services Financial Services	$50.4M	3.60%	-$267.0K Sold	0.01% 147.7K shares	Q3 2014 Held for 11y 2m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$49.2M	3.52%	-$433.7K Sold	0.01% 156.1K shares	≤ Q2 2013 Held for 12y 5m+
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$48.3M	3.45%	+$5.3M Bought	0.00% 96.1K shares	Q4 2020 Held for 4y 11m
9 AbbVie ABBV	Drug Manufacturers - General Healthcare	$34.5M	2.47%	-$142.6K Sold	0.01% 149.1K shares	≤ Q2 2013 Held for 12y 5m+
10 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$33.7M	2.41%	-$594.9K Sold	0.01% 42.4K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Private Wealth Partners, LLC's latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+9.39%

+$120.2M

Net Flows % of MV

+0.522%

Turnover Ratio

1.79%

New Purchases

5 stocks

$2.3M

Added To

48 stocks

+$25.5M

Sold Out Of

4 stocks

$1.2M

Reduced Holdings

67 stocks

-$19.4M

Increased Positions

Position	Shares Δ	Change
1 Baker Hughes BKR	New	0 → 18.4K +$894.0K
2 GE HealthCare Technologies GEHC	New	0 → 7.0K +$521.9K
3 Coinbase Global, Inc. COIN	New	0 → 1.5K +$506.2K
4 IAU iShares Gold Trust IAU	New	0 → 3.0K +$219.4K
5 Vanguard High Dividend Yield VYM	New	0 → 1.4K +$200.6K

Decreased Positions

Position	Shares Δ	Change
1 Goldman Sachs Future Health Care Equity GDOC	Sold	19.3K → 0 −$613.0K
2 Align Technology ALGN	Sold	1.6K → 0 −$295.4K
3 Goldman Sachs Future Tech Leaders Equity GTEK	Sold	6.0K → 0 −$216.5K
4 LITP Sprott Lithium Miners LITP	Sold	11.0K → 0 −$63.1K
5 Lam Research LRCX	-80.59%	8.7K → 1.7K −$939.3K

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Analytics

Portfolio insights and performance metrics for Private Wealth Partners, LLC

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Sector Allocation

Technology

34.20%

Financial Services

17.80%

Healthcare

15.60%

Communication Services

9.20%

Consumer Cyclical

7.10%

ETF

5.10%

Energy

3.70%

Consumer Defensive

3.20%

Industrials

2.20%

Basic Materials

0.60%

Utilities

0.50%

Market Cap Distribution

Mega Cap (> $200B)

69.52%

Large Cap ($10B - $200B)

23.50%

Mid Cap ($2B - $10B)

0.60%

Small Cap ($300M - $2B)

0.06%

Nano Cap (< $50M)

0.44%

N/A (ETF or Unknown)

5.88%

Portfolio Concentration

Top 10 Holdings %

52.67%

Top 20 Holdings %

71.54%

Top 50 Holdings %

90.95%

Top 100 Holdings %

97.9%