WARTHER PRIVATE WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.48M | $21.28M |
 | CMG | 528K | $16.91M |
 | NVO | 519K | $19.09M |
 | UBER | 255K | $18.33M |
 | BABA | 242K | $30.37M |
 | FTNT | 220K | $17.97M |
 | SCHW | 215K | $20.22M |
 | BN | 200K | $8.08M |
 | XOM | 175K | $29.71M |
 | EL | 166K | $11.92M |
 | NFLX | 165K | $15.83M |
 | EQT | 147K | $9.38M |
 | UNH | 118K | $31.88M |
 | AMZN | 68K | $14.13M |
 | GOOGL | 62K | $17.97M |
 | TSM | 53K | $18.02M |
 | EXPE | 38K | $8.84M |
 | AVGO | 36K | $11.19M |
 | SPGI | 19K | $8.18M |
 | AAPL | 19K | $4.84M |
Nu Holdings Ltd.
NU
Shares Held
1.48M
Value
$21.28M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
528K
Value
$16.91M
Novo Nordisk A/S
NVO
Shares Held
519K
Value
$19.09M
Uber Technologies, Inc.
UBER
Shares Held
255K
Value
$18.33M
Alibaba Group Holding Limited
BABA
Shares Held
242K
Value
$30.37M
Fortinet, Inc.
FTNT
Shares Held
220K
Value
$17.97M
The Charles Schwab Corporation
SCHW
Shares Held
215K
Value
$20.22M
Brookfield Corporation
BN
Shares Held
200K
Value
$8.08M
Exxon Mobil Corporation
XOM
Shares Held
175K
Value
$29.71M
The Estée Lauder Companies Inc.
EL
Shares Held
166K
Value
$11.92M
Netflix, Inc.
NFLX
Shares Held
165K
Value
$15.83M
EQT Corporation
EQT
Shares Held
147K
Value
$9.38M
UnitedHealth Group Incorporated
UNH
Shares Held
118K
Value
$31.88M
Amazon.com, Inc.
AMZN
Shares Held
68K
Value
$14.13M
Alphabet Inc.
GOOGL
Shares Held
62K
Value
$17.97M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
53K
Value
$18.02M
Expedia Group, Inc.
EXPE
Shares Held
38K
Value
$8.84M
Broadcom Inc.
AVGO
Shares Held
36K
Value
$11.19M
S&P Global Inc.
SPGI
Shares Held
19K
Value
$8.18M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.84M