Alvarez & Marsal Private Wealth Partners, LLC - Portfolio overview

Alvarez & Marsal Private Wealth Partners, LLC has 176 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 10.10%
2. VTEB - VANGUARD MUN BD FDS, 10.01%
3. SPY - STATE STR SPDR S&P 500 ETF T, 9.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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