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Michael Murgio

Alvarez & Marsal Private Wealth Partners, Llc

Assets Managed
$712.164M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
36.82%(2Q avg: 18.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Alvarez & Marsal Private Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Alvarez & Marsal Private Wealth Partners, Llc 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 - Q1, they manage 712.164M in assets, with a quarterly growth rate of 36.82% and a 2-quarter average growth rate of 18.41%. The portfolio is managed by Michael Murgio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 23.54%
10.1%
$71.926M
956,589 shares@ $75.2 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
New Position
10.01%
$71.269M
1.429M shares@ $49.9 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
9.57%
$68.114M
104,447 shares@ $652.14 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 81.37%
8.79%
$62.534M
1.726M shares@ $36.24 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
7.84%
$55.794M
96,666 shares@ $577.19 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
5.77%
$41.073M
68,735 shares@ $597.56 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5.77%
5.13%
$36.528M
127,026 shares@ $287.57 avg price
RTX
Rtx Corp
Recent Activity
Increased 0.69%
4.77%
$33.931M
175,899 shares@ $192.9 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.29%
4.09%
$29.098M
78,607 shares@ $370.17 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
3.93%
$27.973M
247,312 shares@ $113.11 avg price

1-10 of 177