Alvarez & Marsal Private Wealth Partners, LLC

WEST PALM BEACH, FL · CIK 2109121 · 13F filing filed 2026-05-14

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$1.8bn
Staff28 · 23 in investment roles
Main clients (by assets)High net worth individuals 53%, Companies 43%, Charities 3%
Websiteampwp.com
Form ADV · 2026-03-24SEC adviser record

$712.2m reported value +36.8% vs Q4 2025

177positions

70.0%in top 10

80 new 62 added 10 reduced 15 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	956,589	$71.9m10.10%	10.10%	Added +182.3k	+182,252 23.5%
2	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	1,428,518	$71.3m10.01%	10.01%	New
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	104,447	$68.1m9.56%	9.56%	Unchanged
4	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	1,725,553	$62.5m8.78%	8.78%	Added +774.1k	+774,133 81.4%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	96,666	$55.8m7.83%	7.83%	Unchanged
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	68,735	$41.1m5.77%	5.77%	New
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	127,026	$36.5m5.13%	5.13%	Added +6.9k	+6,921 5.8%
8	RTX CORPORATION COM RTX	RTX	175,899	$33.9m4.76%	4.76%	Added +1.2k	+1,197 0.7%
9	MICROSOFT CORP COM MSFT	MSFT	78,607	$29.1m4.09%	4.09%	Added +8.6k	+8,599 12.3%
10	ISHARES TR S&P 500 GRWT ETF IVW	IVW	247,312	$28.0m3.93%	3.93%	Unchanged
11	VISA INC COM CL A V	V	87,674	$26.5m3.72%	3.72%	Reduced -1.3k	-1,252 -1.4%
12	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	240,000	$22.2m3.12%	3.12%	Unchanged
13	ISHARES TR S&P 500 VAL ETF IVE	IVE	73,110	$15.4m2.17%	2.17%	Unchanged
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	31,850	$15.3m2.14%	2.14%	Added +2.0k	+2,012 6.7%
15	ISHARES INC CORE MSCI EMKT IEMG	IEMG	130,265	$9.1m1.28%	1.28%	Added +126.0k	+126,021 2969.4%
16	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	18,141	$8.6m1.21%	1.21%	Added +141	+141 0.8%
17	APPLE INC COM AAPL	AAPL	30,683	$7.8m1.09%	1.09%	Added +17.1k	+17,125 126.3%
18	NVIDIA CORPORATION COM NVDA	NVDA	44,000	$7.7m1.08%	1.08%	Added +26.6k	+26,569 152.4%
19	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	92,955	$6.0m0.84%	0.84%	Unchanged
20	ISHARES GOLD TR ISHARES NEW IAU	IAU	65,110	$5.7m0.81%	0.81%	New
21	AMAZON COM INC COM AMZN	AMZN	19,787	$4.1m0.58%	0.58%	Added +10.9k	+10,886 122.3%
22	BROADCOM INC COM AVGO	AVGO	12,010	$3.7m0.52%	0.52%	Added +4.4k	+4,364 57.1%
23	JPMORGAN CHASE & CO COM JPM	JPM	9,667	$2.8m0.40%	0.40%	Added +5.5k	+5,457 129.6%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	9,028	$2.6m0.36%	0.36%	Added +5.5k	+5,518 157.2%
25	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	50,959	$2.4m0.34%	0.34%	Unchanged
26	META PLATFORMS INC CL A META	META	4,220	$2.4m0.34%	0.34%	Added +2.3k	+2,302 120.0%
27	ISHARES TR S&P SML 600 GWT IJT	IJT	15,098	$2.2m0.31%	0.31%	Unchanged
28	ELI LILLY & CO COM LLY	LLY	1,731	$1.6m0.22%	0.22%	Added +861	+861 99.0%
29	ISHARES TR SP SMCP600VL ETF IJS	IJS	13,326	$1.6m0.22%	0.22%	Unchanged
30	TESLA INC COM TSLA	TSLA	4,128	$1.5m0.22%	0.22%	Added +3.5k	+3,525 584.6%
31	SPDR GOLD TR GOLD SHS GLD	GLD	3,335	$1.4m0.20%	0.20%	Unchanged
32	GOLDMAN SACHS GROUP INC COM GS	GS	1,651	$1.4m0.20%	0.20%	New
33	EXXON MOBIL CORP COM XOM	XOM	7,602	$1.3m0.18%	0.18%	New
34	WALMART INC COM WMT	WMT	10,046	$1.3m0.18%	0.18%	Added +3.3k	+3,270 48.3%
35	MASTERCARD INCORPORATED CL A MA	MA	2,459	$1.2m0.17%	0.17%	Added +853	+853 53.1%
36	ABBVIE INC COM ABBV	ABBV	5,626	$1.2m0.17%	0.17%	Added +2.4k	+2,428 75.9%
37	COSTCO WHSL CORP NEW COM COST	COST	1,186	$1.2m0.17%	0.17%	Added +297	+297 33.4%
38	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	15,662	$1.2m0.16%	0.16%	Unchanged
39	JOHNSON & JOHNSON COM JNJ	JNJ	4,083	$998.0k0.14%	0.14%	Added +3.6k	+3,593 733.3%
40	CISCO SYS INC COM CSCO	CSCO	12,478	$968.2k0.14%	0.14%	Added +8.7k	+8,710 231.2%
41	MORGAN STANLEY COM NEW MS	MS	5,798	$954.2k0.13%	0.13%	Added +720	+720 14.2%
42	NETFLIX INC COM NFLX	NFLX	9,850	$947.1k0.13%	0.13%	Added +3.3k	+3,280 49.9%
43	EATON CORP PLC SHS ETN	ETN	2,289	$818.7k0.11%	0.11%	Added +1.2k	+1,213 112.7%
44	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	15,016	$811.6k0.11%	0.11%	Added +6.3k	+6,331 72.9%
45	KLA CORP COM NEW KLAC	KLAC	524	$771.5k0.11%	0.11%	Added +182	+182 53.2%
46	APPLIED MATLS INC COM AMAT	AMAT	2,150	$734.8k0.10%	0.10%	New
47	CATERPILLAR INC COM CAT	CAT	1,025	$726.2k0.10%	0.10%	New
48	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	14,981	$703.4k0.10%	0.10%	Unchanged
49	US BANCORP DEL COM NEW USB	USB	12,768	$670.7k0.09%	0.09%	Added +12.7k	+12,732 35366.7%
50	HOME DEPOT INC COM HD	HD	1,992	$655.1k0.09%	0.09%	Added +774	+774 63.5%
51	SANDISK CORP COM SNDK	SNDK	1,023	$650.0k0.09%	0.09%	New
52	CHUBB LIMITED COM CB	CB	1,971	$644.3k0.09%	0.09%	Added +615	+615 45.4%
53	MICRON TECHNOLOGY INC COM MU	MU	1,861	$629.0k0.09%	0.09%	New
54	CONSTELLATION ENERGY CORP COM CEG	CEG	2,219	$619.7k0.09%	0.09%	Added +526	+526 31.1%
55	CHEVRON CORP NEW COM CVX	CVX	2,949	$610.1k0.09%	0.09%	Added +1.4k	+1,448 96.5%
56	TOTALENERGIES SE ACT TTE	TTE	6,199	$564.0k0.08%	0.08%	New
57	ISHARES TR CORE S&P500 ETF IVV	IVV	860	$561.8k0.08%	0.08%	New
58	ANALOG DEVICES INC COM ADI	ADI	1,761	$560.2k0.08%	0.08%	Added +672	+672 61.7%
59	CAMECO CORP COM CCJ	CCJ	5,149	$559.2k0.08%	0.08%	New
60	BANK AMERICA CORP COM BAC	BAC	11,255	$548.7k0.08%	0.08%	New
61	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,664	$541.9k0.08%	0.08%	New
62	EMCOR GROUP INC COM EME	EME	709	$523.5k0.07%	0.07%	New
63	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,425	$518.8k0.07%	0.07%	Added +1.9k	+1,865 333.0%
64	ASSURANT INC COM AIZ	AIZ	2,366	$515.3k0.07%	0.07%	New
65	TJX COS INC NEW COM TJX	TJX	3,223	$514.7k0.07%	0.07%	Added +545	+545 20.4%
66	QUANTA SVCS INC COM PWR	PWR	936	$513.9k0.07%	0.07%	Reduced -489	-489 -34.3%
67	CREDICORP LTD COM BAP	BAP	1,508	$511.5k0.07%	0.07%	New
68	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,481	$511.2k0.07%	0.07%	New
69	ALLSTATE CORP COM ALL	ALL	2,370	$494.0k0.07%	0.07%	New
70	MERCK & CO INC COM MRK	MRK	4,029	$488.1k0.07%	0.07%	Added +3.6k	+3,588 813.6%
71	AMGEN INC COM AMGN	AMGN	1,383	$486.6k0.07%	0.07%	Added +238	+238 20.8%
72	ARISTA NETWORKS INC COM SHS ANET	ANET	3,955	$485.6k0.07%	0.07%	Added +603	+603 18.0%
73	ORACLE CORP COM ORCL	ORCL	3,281	$482.7k0.07%	0.07%	Added +2.2k	+2,236 214.0%
74	VALERO ENERGY CORP COM VLO	VLO	1,929	$476.6k0.07%	0.07%	Reduced -478	-478 -19.9%
75	AT&T INC COM T	T	16,272	$471.7k0.07%	0.07%	New
76	LINDE PLC SHS LIN	LIN	943	$467.5k0.07%	0.07%	Reduced -7.3k	-7,317 -88.6%
77	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,863	$466.8k0.07%	0.07%	Unchanged
78	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	5,586	$462.2k0.06%	0.06%	Unchanged
79	PALO ALTO NETWORKS INC COM PANW	PANW	2,802	$449.2k0.06%	0.06%	Added +248	+248 9.7%
80	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	967	$445.8k0.06%	0.06%	Added +135	+135 16.2%
81	TRANE TECHNOLOGIES PLC SHS TT	TT	1,068	$445.1k0.06%	0.06%	Unchanged
82	CAPITAL ONE FINL CORP COM COF	COF	2,418	$441.1k0.06%	0.06%	Added +498	+498 25.9%
83	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,008	$440.0k0.06%	0.06%	New
84	ISHARES TR CORE MSCI EAFE IEFA	IEFA	4,801	$434.6k0.06%	0.06%	Unchanged
85	BROOKFIELD CORP CL A LTD VT SH BN	BN	10,723	$434.0k0.06%	0.06%	New
86	GE AEROSPACE COM NEW GE	GE	1,523	$432.9k0.06%	0.06%	New
87	MARATHON PETE CORP COM MPC	MPC	1,770	$432.2k0.06%	0.06%	New
88	WELLS FARGO CO NEW COM WFC	WFC	5,406	$430.4k0.06%	0.06%	Added +1.2k	+1,180 27.9%
89	SONY GROUP CORP SPONSORED ADR SONY	SONY	20,667	$427.8k0.06%	0.06%	New
90	NORTHROP GRUMMAN CORP COM NOC	NOC	625	$426.4k0.06%	0.06%	New
91	SALESFORCE INC COM CRM	CRM	2,280	$425.6k0.06%	0.06%	Added +1.0k	+1,010 79.5%
92	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,967	$420.3k0.06%	0.06%	Unchanged
93	GSK PLC SPONSORED ADR GSK	GSK	7,465	$415.6k0.06%	0.06%	New
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,711	$414.7k0.06%	0.06%	New
95	PROCTER AND GAMBLE CO COM PG	PG	2,822	$407.6k0.06%	0.06%	Added +2.5k	+2,472 706.3%
96	PHILIP MORRIS INTL INC COM PM	PM	2,419	$403.5k0.06%	0.06%	New
97	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	869	$388.0k0.05%	0.05%	Added +191	+191 28.2%
98	BLACKROCK INC COM BLK	BLK	401	$385.6k0.05%	0.05%	Added +182	+182 83.1%
99	CONOCOPHILLIPS COM COP	COP	2,883	$380.6k0.05%	0.05%	New
100	ISHARES TR RUS 1000 GRW ETF IWF	IWF	889	$379.1k0.05%	0.05%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SPDR SER TR BIL	BIL	100,000	$9.1m100.0k shares
PROFESIONALLY MANAGED PORTFO AKRE	AKRE	44,033	$2.9m44.0k shares
ISHARES TR GOVT	GOVT	91,585	$2.1m91.6k shares
J P MORGAN EXCHANGE TRADED F BBCA	BBCA	5,339	$496.5k5.3k shares
J P MORGAN EXCHANGE TRADED F BBAX	BBAX	7,012	$394.8k7.0k shares
TEXAS INSTRS INC TXN	TXN	356	$61.8k356 shares
CONSTELLATION BRANDS INC STZ	STZ	364	$50.2k364 shares
STARBUCKS CORP SBUX	SBUX	584	$49.2k584 shares
GENERAL DYNAMICS CORP GD	GD	55	$18.5k55 shares
THE CIGNA GROUP CI	CI	50	$13.8k50 shares
HILTON WORLDWIDE HLDGS INC HLT	HLT	35	$10.1k35 shares
ASML HOLDING N V ASML	ASML	7	$7.5k7 shares
QUEST DIAGNOSTICS INC DGX	DGX	38	$6.6k38 shares
C H ROBINSON WORLDWIDE INC CHRW	CHRW	17	$2.7k17 shares
NOVO-NORDISK A S NVO	NVO	42	$2.1k42 shares