Alvarez & Marsal Private Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
West Palm Beach, FL
CIK
0002109121
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
177
712,164
SPHQ, VTEB, SPY, QLTY
13F-HR
5/14/2026
000117266126001973
Q4 2025
112
520,535
SPY, QQQ, SPHQ, GOOGL
13F-HR
2/13/2026
000117266126000733