# EDGAR Filing Document

**Accession Number:** 0002041805
**File Stem:** 0002041805-26-000006
**Filing Date:** 2026-5
**Character Count:** 11538
**Document Hash:** fdbacb2e87dcd0d4cc1ac292a2f3000c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002041805-26-000006.hdr.sgml**: 20260501

**ACCESSION NUMBER**: 0002041805-26-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260501

**DATE AS OF CHANGE**: 20260501

**EFFECTIVENESS DATE**: 20260501

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Osprey Private Wealth LLC
- **CENTRAL INDEX KEY:** 0002041805

**ORGANIZATION NAME:**
- **EIN:** 992248545
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24416
- **FILM NUMBER:** 26929183

**BUSINESS ADDRESS:**
- **STREET 1:** 140 EAST 45TH STREET
- **STREET 2:** SUITE 15B
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 8452168959

**MAIL ADDRESS:**
- **STREET 1:** 140 EAST 45TH STREET
- **STREET 2:** SUITE 15B
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Osprey Private Wealth LLC<br>**Address:** 140 EAST 45TH STREET<br>SUITE 15B<br>NEW YORK, NY 10017

**Form 13F File Number:** 028-24416

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:** Connie Ruland<br>**Title:** COO<br>**Phone:** 8452168959

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

Connie Ruland  New York, NY  05-01-2026<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:** 77

**Form 13F Information Table Value Total:** $345347696

      (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 |
| AMAZON COM INC COM | Stock | 023135106 |  | 6548634 | 31443 | SH |  | SOLE | 0 | 31443 | 0 | 0 |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 |  | 587137 | 6198 | SH |  | SOLE | 0 | 6198 | 0 | 0 |
| STARBUCKS CORP COM | Stock | 855244109 |  | 1168254 | 13040 | SH |  | SOLE | 0 | 13040 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 9452739 | 38671 | SH |  | SOLE | 0 | 38671 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 |  | 9479039 | 9513 | SH |  | SOLE | 0 | 9513 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 1339681 | 9275 | SH |  | SOLE | 0 | 9275 | 0 | 0 |
| COCA COLA CO COM | Stock | 191216100 |  | 303135 | 3986 | SH |  | SOLE | 0 | 3986 | 0 | 0 |
| NETFLIX INC. COM | Stock | 64110L106 |  | 1023998 | 10650 | SH |  | SOLE | 0 | 10650 | 0 | 0 |
| TETRA TECH INC NEW COM | Stock | 88162G103 |  | 10946060 | 363415 | SH |  | SOLE | 0 | 363415 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 4068208 | 33820 | SH |  | SOLE | 0 | 33820 | 0 | 0 |
| STATE STREET SPDR S 500 ETF | ETF | 78462F103 |  | 2319763 | 3567 | SH |  | SOLE | 0 | 3567 | 0 | 0 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 3559180 | 70900 | SH |  | SOLE | 0 | 70900 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 6578395 | 42362 | SH |  | SOLE | 0 | 42362 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 2013927 | 8910 | SH |  | SOLE | 0 | 8910 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 9800264 | 29798 | SH |  | SOLE | 0 | 29798 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 1523850 | 7500 | SH |  | SOLE | 0 | 7500 | 0 | 0 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 344232 | 800 | SH |  | SOLE | 0 | 800 | 0 | 0 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 347942 | 816 | SH |  | SOLE | 0 | 816 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 9805870 | 20463 | SH |  | SOLE | 0 | 20463 | 0 | 0 |
| ADOBE INC COM | Stock | 00724F101 |  | 645864 | 2657 | SH |  | SOLE | 0 | 2657 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 4868678 | 16931 | SH |  | SOLE | 0 | 16931 | 0 | 0 |
| PROGRESSIVE CORP COM | Stock | 743315103 |  | 7076375 | 35696 | SH |  | SOLE | 0 | 35696 | 0 | 0 |
| GENERAC HLDGS INC COM | Stock | 368736104 |  | 263696 | 1350 | SH |  | SOLE | 0 | 1350 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 12716080 | 34352 | SH |  | SOLE | 0 | 34352 | 0 | 0 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 2140420 | 23045 | SH |  | SOLE | 0 | 23045 | 0 | 0 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 486579 | 1858 | SH |  | SOLE | 0 | 1857 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 245355 | 660 | SH |  | SOLE | 0 | 660 | 0 | 0 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 |  | 245813 | 3125 | SH |  | SOLE | 0 | 3125 | 0 | 0 |
| CARLISLE COS INC COM | Stock | 142339100 |  | 365314 | 1095 | SH |  | SOLE | 0 | 1095 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 1234538 | 2066 | SH |  | SOLE | 0 | 2066 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1836781 | 1997 | SH |  | SOLE | 0 | 1997 | 0 | 0 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 |  | 273082 | 2472 | SH |  | SOLE | 0 | 2472 | 0 | 0 |
| SCHWAB U.S. MID-CAP ETF | ETF | 808524508 |  | 232307 | 7503 | SH |  | SOLE | 0 | 7503 | 0 | 0 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 |  | 7292949 | 9439 | SH |  | SOLE | 0 | 9439 | 0 | 0 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 |  | 242157 | 7893 | SH |  | SOLE | 0 | 7893 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 13379560 | 44268 | SH |  | SOLE | 0 | 44268 | 0 | 0 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 1129523 | 5757 | SH |  | SOLE | 0 | 5757 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 638122 | 1461 | SH |  | SOLE | 0 | 1460 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 11022657 | 19266 | SH |  | SOLE | 0 | 19266 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 |  | 360824 | 8482 | SH |  | SOLE | 0 | 8482 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1846227 | 5965 | SH |  | SOLE | 0 | 5965 | 0 | 0 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 |  | 1527500 | 10000 | SH |  | SOLE | 0 | 10000 | 0 | 0 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 |  | 4944163 | 24934 | SH |  | SOLE | 0 | 24934 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 21891211 | 125523 | SH |  | SOLE | 0 | 125523 | 0 | 0 |
| EOG RES INC COM | Stock | 26875P101 |  | 480695 | 3325 | SH |  | SOLE | 0 | 3325 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 12866708 | 59160 | SH |  | SOLE | 0 | 59160 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 |  | 506925 | 1500 | SH |  | SOLE | 0 | 1500 | 0 | 0 |
| STRYKER CORPORATION COM | Stock | 863667101 |  | 3447238 | 10491 | SH |  | SOLE | 0 | 10491 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 6888660 | 22165 | SH |  | SOLE | 0 | 22165 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 4483538 | 57785 | SH |  | SOLE | 0 | 57785 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 657362 | 1006 | SH |  | SOLE | 0 | 1006 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 303275 | 1250 | SH |  | SOLE | 0 | 1250 | 0 | 0 |
| DONALDSON INC COM | Stock | 257651109 |  | 271584 | 3200 | SH |  | SOLE | 0 | 3200 | 0 | 0 |
| ECOLAB INC COM | Stock | 278865100 |  | 8843037 | 33242 | SH |  | SOLE | 0 | 33242 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 10094552 | 20537 | SH |  | SOLE | 0 | 20537 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 17019509 | 57858 | SH |  | SOLE | 0 | 57858 | 0 | 0 |
| CHEVRON CORPORATION COM | Stock | 166764100 |  | 2672114 | 12915 | SH |  | SOLE | 0 | 12915 | 0 | 0 |
| DANAHER CORP DEL COM | Stock | 235851102 |  | 3930408 | 20730 | SH |  | SOLE | 0 | 20730 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 10630431 | 66565 | SH |  | SOLE | 0 | 66565 | 0 | 0 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 4883264 | 25315 | SH |  | SOLE | 0 | 25315 | 0 | 0 |
| ENERSYS COM | Stock | 29275Y102 |  | 568064 | 3270 | SH |  | SOLE | 0 | 3270 | 0 | 0 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | 46434V803 |  | 1304597 | 30700 | SH |  | SOLE | 0 | 30700 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 27835460 | 97035 | SH |  | SOLE | 0 | 97035 | 0 | 0 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | ETF | 97717W315 |  | 800009 | 16100 | SH |  | SOLE | 0 | 16100 | 0 | 0 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 |  | 6494723 | 59530 | SH |  | SOLE | 0 | 59530 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 211849 | 985 | SH |  | SOLE | 0 | 985 | 0 | 0 |
| ISHARES EXPANDED TECH SECTOR ETF | ETF | 464287549 |  | 486128 | 4102 | SH |  | SOLE | 0 | 4102 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 405083 | 2450 | SH |  | SOLE | 0 | 2450 | 0 | 0 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 |  | 3610080 | 10202 | SH |  | SOLE | 0 | 10202 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 1796360 | 10588 | SH |  | SOLE | 0 | 10588 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 1605140 | 5932 | SH |  | SOLE | 0 | 5932 | 0 | 0 |
| DEERE  CO COM | Stock | 244199105 |  | 2087590 | 3706 | SH |  | SOLE | 0 | 3706 | 0 | 0 |
| AUTOZONE INC COM | Stock | 053332102 |  | 7400716 | 2191 | SH |  | SOLE | 0 | 2191 | 0 | 0 |
| BLACKROCK INC COM | Stock | 09290D101 |  | 9503618 | 9882 | SH |  | SOLE | 0 | 9882 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 8666421 | 34148 | SH |  | SOLE | 0 | 34148 | 0 | 0 |
| ABBOTT LABORATORIES COM | Stock | 002824100 |  | 514890 | 5015 | SH |  | SOLE | 0 | 5015 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 5961585 | 61855 | SH |  | SOLE | 0 | 61855 | 0 | 0 |

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