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Private Wealth Partners, LLC
William Dagley · Investment Advisor · Growth
Private Wealth Partners, LLC is an independent, employee-owned investment advisory firm headquartered in Mill Valley, California. Established in 2005, the firm provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, and charitable organizations. With a history tracing back through predecessor organizations with over 40 years of experience, the team focuses on delivering objective, fiduciary-based guidance and personalized portfolio management to navigate complex financial landscapes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.5% |
| YTD return | +14.1% |
| Sharpe ratio | 4.15 |
| Win rate | 69% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://pwpart.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.8% | +34.1% |
| NVDA | NVIDIA Corporation | 12.1% | +22.3% |
| AAPL | Apple Inc | 11.6% | +23.8% |
| MSFT | Microsoft Corporation | 8.8% | +2.5% |
| AMZN | Amazon.com Inc | 6.7% | +14.7% |
| BRK-A | Berkshire Hathaway Inc | 5.6% | +1.4% |
| JPM | JPMorgan Chase & Co | 4.8% | +16.1% |
| AMD | Advanced Micro Devices Inc | 4.7% | +128.3% |
| V | Visa Inc. Class A | 4.6% | +8.3% |
| MRK | Merck & Company Inc | 3.8% | +58.8% |
| GS | Goldman Sachs Group Inc | 3.5% | +29.3% |
| ABBV | AbbVie Inc | 3.2% | +7.4% |
| TMO | Thermo Fisher Scientific Inc | 3.2% | +15.8% |
| CVX | Chevron Corp | 2.9% | +35.4% |
| COST | Costco Wholesale Corp | 2.3% | -1.0% |
| MCK | McKesson Corporation | 2.2% | +18.2% |
| SCHW | Charles Schwab Corp | 2.1% | +12.5% |
| JNJ | Johnson & Johnson | 1.8% | +8.4% |
| QCOM | Qualcomm Incorporated | 1.7% | +9.4% |
| DHR | Danaher Corporation | 1.7% | +2.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | JNJ | 1.7% → 1.8% |
| Aug 17, 2026 | SELL | NVDA | 11.9% → 12.1% |
| Aug 17, 2026 | BUY | MSFT | 8.9% → 8.8% |
| Aug 17, 2026 | SELL | AMD | 4.6% → 4.7% |
| Aug 17, 2026 | BUY | MRK | 3.6% → 3.8% |
Investment Style Analysis
Private Wealth Partners, LLC is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Private Wealth Partners, LLC made a significant move by increasing exposure to JNJ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm operates under a fiduciary standard, positioning itself as a 'financial guardian' for its clients with a focus on transparency and conflict-free advice. Their investment strategy is highly customized, utilizing Client Investment Guidelines (CIG) to tailor portfolios to individual goals, risk tolerance, and tax considerations. They primarily allocate assets across global equities, ETFs, and fixed income, seeking long-term capital appreciation and growth while employing proactive risk management and tax-loss harvesting to preserve wealth across market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Private Wealth Partners, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Private Wealth Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Private Wealth Partners, LLC's largest holding?
As of the latest filing, Private Wealth Partners, LLC's top position is Alphabet Inc Class A (GOOGL), representing 12.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Private Wealth Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.5% with a win rate of 69%. Notably, the portfolio maintains a Sharpe Ratio of 4.15, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Private Wealth Partners, LLC primarily invest in?
Private Wealth Partners, LLC has a strong preference for the Semiconductors sector, which makes up 18.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Private Wealth Partners, LLC's portfolio concentrated or diversified?
Private Wealth Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Private Wealth Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Private Wealth Partners, LLC tracks a Year-to-Date (YTD) return of +14.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William Dagley manage Private Wealth Partners, LLC directly?
Yes, William Dagley serves as the key portfolio manager for Private Wealth Partners, LLC, overseeing the investment strategy and final capital allocation decisions.