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Daken Vanderburg

Massmutual Private Wealth & Trust, Fsb

Assets Managed
$3.672B
Holdings
2429
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-5.49%(2Q avg: -3.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Massmutual Private Wealth & Trust, Fsb's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2429 positions.

Assets under management

The assets under management (AUM) of Massmutual Private Wealth & Trust, Fsb over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.672B in assets, with a quarterly growth rate of -5.49% and a 2-quarter average growth rate of -3.25%. The portfolio is managed by Daken Vanderburg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -5.52%
4.68%
$171.851M
985,383 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.17%
4.64%
$170.282M
670,956 shares@ $253.79 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -1.31%
4.03%
$147.722M
514,389 shares@ $287.18 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.8%
3.73%
$136.645M
369,142 shares@ $370.17 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.63%
2.72%
$99.623M
1.555M shares@ $64.09 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.07%
2.54%
$93.085M
446,944 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.82%
2.39%
$87.551M
304,462 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.12%
2.07%
$75.858M
257,880 shares@ $294.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.81%
1.82%
$66.669M
215,403 shares@ $309.52 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.11%
1.73%
$63.352M
220,848 shares@ $286.86 avg price

1-10 of 2429