# EDGAR Filing Document

**Accession Number:** 0001335851
**File Stem:** 0001085146-23-000350
**Filing Date:** 2023-1
**Character Count:** 13371
**Document Hash:** da979ce44feaa286382b8779ec8da77a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000350.hdr.sgml**: 20230125

**ACCESSION NUMBER**: 0001085146-23-000350

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230125

**DATE AS OF CHANGE**: 20230125

**EFFECTIVENESS DATE**: 20230125

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Private Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001335851
- **IRS NUMBER:** 202154638
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11462
- **FILM NUMBER:** 23549780

**BUSINESS ADDRESS:**
- **STREET 1:** 591 REDWOOD HIGHWAY
- **STREET 2:** SUITE 3210
- **CITY:** MILL VALLEY
- **STATE:** CA
- **ZIP:** 94941
- **BUSINESS PHONE:** 415-464-2122

**MAIL ADDRESS:**
- **STREET 1:** 591 REDWOOD HIGHWAY
- **STREET 2:** SUITE 3210
- **CITY:** MILL VALLEY
- **STATE:** CA
- **ZIP:** 94941

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Private Wealth Partners LLC<br>**Address:** 591 REDWOOD HIGHWAY<br>SUITE 3210<br>MILL VALLEY, CA 94941

**Form 13F File Number:** 028-11462

**CRD Number (if applicable):** 000133802

**SEC File Number (if applicable):** 801-63808

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael B. Yongue<br>**Title:** CCO  COO<br>**Phone:** 415-464-2110

**Signature, Place, and Date of Signing:**

/s/Michael B. Yongue  Mill Valley, CA  01-24-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $873873769

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | BBG001S5T7X2 | 1278347 | 10660 | SH |  | SOLE |  | 10660 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 2642755 | 24071 | SH |  | SOLE |  | 24071 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 25899022 | 160256 | SH |  | SOLE |  | 160256 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 21037163 | 62512 | SH |  | SOLE |  | 62512 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 6927216 | 106951 | SH |  | SOLE |  | 106951 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 39695559 | 449910 | SH |  | SOLE |  | 449910 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 20292285 | 228697 | SH |  | SOLE |  | 228697 | 0 | 0 |
| ALPHABET INC | PUT | 02079K957 |  | 1244 | 13300 | SH | Put | SOLE |  | 13300 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 32582004 | 387881 | SH |  | SOLE |  | 387881 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 1656721 | 11213 | SH |  | SOLE |  | 11213 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 2592664 | 17010 | SH |  | SOLE |  | 17010 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 4551997 | 27751 | SH |  | SOLE |  | 27751 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 87866281 | 676259 | SH |  | SOLE |  | 676259 | 0 | 0 |
| APPLE INC | PUT | 037833950 |  | 23409 | 30600 | SH | Put | SOLE |  | 30600 | 0 | 0 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 1805542 | 98074 | SH |  | SOLE |  | 98074 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 2432200 | 73436 | SH |  | SOLE |  | 73436 | 0 | 0 |
| BANK MARIN BANCORP | COM | 063425102 | BBG001S7WFM8 | 1183680 | 36000 | SH |  | SOLE |  | 36000 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 26527096 | 85876 | SH |  | SOLE |  | 85876 | 0 | 0 |
| BLACKROCK MUNIYILD QULT FD I | COM | 09254F100 | BBG001S6Y4Q9 | 139200 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| BLACKROCK TCP CAPITAL CORP | COM | 09259E108 | BBG001V17VG7 | 207040 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 5623008 | 75792 | SH |  | SOLE |  | 75792 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 10912502 | 235844 | SH |  | SOLE |  | 235844 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG001S8N8J6 | 1001184 | 13915 | SH |  | SOLE |  | 13915 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 25279372 | 140840 | SH |  | SOLE |  | 140840 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 1007724 | 12790 | SH |  | SOLE |  | 12790 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 1190738 | 10091 | SH |  | SOLE |  | 10091 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 16781397 | 36761 | SH |  | SOLE |  | 36761 | 0 | 0 |
| CROSSFIRST BANKSHARES INC | COM | 22766M109 | BBG001T6G4Z8 | 492305 | 39670 | SH |  | SOLE |  | 39670 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 | BBG001S7W5T3 | 4005992 | 29534 | SH |  | SOLE |  | 29534 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 27074241 | 102005 | SH |  | SOLE |  | 102005 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 9608580 | 110596 | SH |  | SOLE |  | 110596 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | BBG001S5QNR7 | 1685843 | 16369 | SH |  | SOLE |  | 16369 | 0 | 0 |
| EATON VANCE MUN BD FD | COM | 27827X101 | BBG001S6S949 | 1368425 | 131706 | SH |  | SOLE |  | 131706 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 1317864 | 11948 | SH |  | SOLE |  | 11948 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | BBG00DR7RGF5 | 1074240 | 28800 | SH |  | SOLE |  | 28800 | 0 | 0 |
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | BBG001TG3G38 | 7552426 | 61961 | SH |  | SOLE |  | 61961 | 0 | 0 |
| FORTINET INC | COM | 34959E109 | BBG001S77BL6 | 4400100 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | BBG001S5R3F3 | 5993702 | 157729 | SH |  | SOLE |  | 157729 | 0 | 0 |
| GABELLI DIVID  INCOME TR | COM | 36242H104 | BBG001SDC273 | 4628470 | 224574 | SH |  | SOLE |  | 224574 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 1710475 | 19924 | SH |  | SOLE |  | 19924 | 0 | 0 |
| GOLDMAN SACHS BDC INC | SHS | 38147U107 | BBG004DDDL70 | 489804 | 35700 | SH |  | SOLE |  | 35700 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACES ULTRA SHR | 381430230 | BBG00NW3TGY3 | 1362763 | 27500 | SH |  | SOLE |  | 27500 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 22357501 | 65110 | SH |  | SOLE |  | 65110 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 14771563 | 46766 | SH |  | SOLE |  | 46766 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 6498219 | 30323 | SH |  | SOLE |  | 30323 | 0 | 0 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 1186099 | 44877 | SH |  | SOLE |  | 44877 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 9366027 | 35174 | SH |  | SOLE |  | 35174 | 0 | 0 |
| IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | BBG001T21JT7 | 616800 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 3360301 | 8746 | SH |  | SOLE |  | 8746 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | BBG001V1QYX1 | 1082095 | 21500 | SH |  | SOLE |  | 21500 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 1096472 | 10400 | SH |  | SOLE |  | 10400 | 0 | 0 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | BBG005YTNMS3 | 1401398 | 27800 | SH |  | SOLE |  | 27800 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 1117045 | 20500 | SH |  | SOLE |  | 20500 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 11713308 | 66308 | SH |  | SOLE |  | 66308 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 30466384 | 227192 | SH |  | SOLE |  | 227192 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 | BBG001TG2YZ5 | 1991512 | 110150 | SH |  | SOLE |  | 110150 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 | BBG001S6PW05 | 6591686 | 142001 | SH |  | SOLE |  | 142001 | 0 | 0 |
| KROGER CO | COM | 501044101 | BBG001S5SN40 | 891912 | 20007 | SH |  | SOLE |  | 20007 | 0 | 0 |
| LIBERTY GLOBAL PLC | PUT | G5480U950 |  | 1134 | 18200 | SH | Put | SOLE |  | 18200 | 0 | 0 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 2322142 | 11655 | SH |  | SOLE |  | 11655 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 2732462 | 7858 | SH |  | SOLE |  | 7858 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 4380132 | 16621 | SH |  | SOLE |  | 16621 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 | BBG001S8F8P8 | 20474050 | 54580 | SH |  | SOLE |  | 54580 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 38909203 | 350691 | SH |  | SOLE |  | 350691 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 69560271 | 290052 | SH |  | SOLE |  | 290052 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 4135798 | 48645 | SH |  | SOLE |  | 48645 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 2326839 | 27833 | SH |  | SOLE |  | 27833 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | BBG0136WM2Y9 | 56573 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 | BBG001SKQWJ3 | 187605 | 16500 | SH |  | SOLE |  | 16500 | 0 | 0 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 | BBG001SCTG12 | 461154 | 41658 | SH |  | SOLE |  | 41658 | 0 | 0 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 | BBG001S5TS84 | 1226360 | 142600 | SH |  | SOLE |  | 142600 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 13180367 | 90190 | SH |  | SOLE |  | 90190 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 1481047 | 18119 | SH |  | SOLE |  | 18119 | 0 | 0 |
| PACER FDS TR | METAURUS CAP 400 | 69374H436 | BBG011RJYNJ7 | 1202826 | 42101 | SH |  | SOLE |  | 42101 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 7011595 | 38811 | SH |  | SOLE |  | 38811 | 0 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 18913884 | 369123 | SH |  | SOLE |  | 369123 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 5081352 | 33527 | SH |  | SOLE |  | 33527 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 12617377 | 114766 | SH |  | SOLE |  | 114766 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 | BBG001S5T5M8 | 3255282 | 9719 | SH |  | SOLE |  | 9719 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 1717969 | 12957 | SH |  | SOLE |  | 12957 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 2412459 | 28975 | SH |  | SOLE |  | 28975 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 3219463 | 8418 | SH |  | SOLE |  | 8418 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 8068659 | 33002 | SH |  | SOLE |  | 33002 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 51107336 | 92806 | SH |  | SOLE |  | 92806 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 2745488 | 14360 | SH |  | SOLE |  | 14360 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 3824572 | 97070 | SH |  | SOLE |  | 97070 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 44220189 | 212843 | SH |  | SOLE |  | 212843 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320P7 | 18629279 | 127119 | SH |  | SOLE |  | 127119 | 0 | 0 |

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