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Daken Vanderburg

Massmutual Private Wealth & Trust, Fsb

Assets Managed
$3.87B
Holdings
2444
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
5.38%(2Q avg: -0.05%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Massmutual Private Wealth & Trust, Fsb's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2444 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.87B in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of -0.05%. The portfolio is managed by Daken Vanderburg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -4.17%
4.81%
$186.04M
642,937 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.62%
4.76%
$184.102M
920,098 shares@ $200.1 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 248.28%
3.73%
$144.342M
1.792M shares@ $80.58 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.44%
3.51%
$135.705M
363,800 shares@ $373.02 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.96%
2.81%
$108.592M
1.524M shares@ $71.26 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.61%
2.66%
$102.675M
430,794 shares@ $238.35 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.24%
2.58%
$99.833M
279,354 shares@ $357.38 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.22%
2.23%
$86.281M
263,591 shares@ $327.33 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.92%
2.09%
$80.615M
213,408 shares@ $377.75 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.33%
1.95%
$75.43M
213,484 shares@ $353.34 avg price

1-10 of 2444