# EDGAR Filing Document

**Accession Number:** 0002109121
**File Stem:** 0001172661-26-000733
**Filing Date:** 2026-2
**Character Count:** 14841
**Document Hash:** dab2ebd69afb9c58757fca22471efecf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000733.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0001172661-26-000733

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alvarez & Marsal Private Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0002109121

**ORGANIZATION NAME:**
- **EIN:** 992371387
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26320
- **FILM NUMBER:** 26629512

**BUSINESS ADDRESS:**
- **STREET 1:** 300 BANYAN BOULEVARD
- **STREET 2:** 10TH FLOOR
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401
- **BUSINESS PHONE:** (561) 268-0900

**MAIL ADDRESS:**
- **STREET 1:** 300 BANYAN BOULEVARD
- **STREET 2:** 10TH FLOOR
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** Alvarez  Marsal Private Wealth Partners LLC<br>**Address:** 300 BANYAN BOULEVARD<br>10TH FLOOR<br>WEST PALM BEACH, FL 33401

**Form 13F File Number:** 028-26320

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 Murgio<br>**Title:** Chief Investment Officer Managing Director<br>**Phone:** 561-268-0900

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

/s/ Michael Murgio  West Palm Beach, FL  02-13-2026<br>[Signature]  [City, State]  [Date]

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

[ ] **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).)

[x] **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:** 112

**Form 13F Information Table Value Total:** $520535859

      (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.]

|   No. | Name                                     | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | Saratoga Research  Investment Management | 028-13757              |  |  |
|     2 | Grantham Mayo Van Otterloo  Co. LLC      | 028-11599              |  |  |

### 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 |
| ABBOTT LABS | COM | 002824100 |  | 73420 | 586 | SH |  | SOLE |  | 586 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 730711 | 3198 | SH |  | SOLE |  | 3198 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 53392 | 199 | SH |  | SOLE |  | 199 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 320241 | 915 | SH |  | SOLE |  | 915 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 37592865 | 120105 | SH |  | SOLE |  | 120105 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1101438 | 3510 | SH |  | SOLE |  | 3510 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2054529 | 8901 | SH |  | SOLE |  | 8901 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 374770 | 1145 | SH |  | SOLE |  | 1145 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 295337 | 1089 | SH |  | SOLE |  | 1089 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3685914 | 13558 | SH |  | SOLE |  | 13558 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 439213 | 3352 | SH |  | SOLE |  | 3352 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 7489 | 7 | SH |  | SOLE |  | 7 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 14998071 | 29838 | SH |  | SOLE |  | 29838 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 234404 | 219 | SH |  | SOLE |  | 219 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 352518 | 2287 | SH |  | SOLE |  | 2287 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2646281 | 7646 | SH |  | SOLE |  | 7646 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 2744 | 17 | SH |  | SOLE |  | 17 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 465331 | 1920 | SH |  | SOLE |  | 1920 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 213635 | 1099 | SH |  | SOLE |  | 1099 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 228767 | 1501 | SH |  | SOLE |  | 1501 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 424550 | 1356 | SH |  | SOLE |  | 1356 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 290249 | 3768 | SH |  | SOLE |  | 3768 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 222761 | 1909 | SH |  | SOLE |  | 1909 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 42016 | 601 | SH |  | SOLE |  | 601 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 50217 | 364 | SH |  | SOLE |  | 364 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 598086 | 1693 | SH |  | SOLE |  | 1693 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 766620 | 889 | SH |  | SOLE |  | 889 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 426103 | 909 | SH |  | SOLE |  | 909 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 303972 | 1326 | SH |  | SOLE |  | 1326 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 74896 | 654 | SH |  | SOLE |  | 654 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 342717 | 1076 | SH |  | SOLE |  | 1076 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 934972 | 870 | SH |  | SOLE |  | 870 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 18516 | 55 | SH |  | SOLE |  | 55 | 0 | 0 |
| GMO ETF TRUST | GMO US QUALITY E | 90139K100 |  | 36591631 | 951420 | SH |  | SOLE |  | 951420 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 10054 | 35 | SH |  | SOLE |  | 35 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 419114 | 1218 | SH |  | SOLE |  | 1218 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 81353 | 417 | SH |  | SOLE |  | 417 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 217026 | 1340 | SH |  | SOLE |  | 1340 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 471212 | 832 | SH |  | SOLE |  | 832 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 58113983 | 774337 | SH |  | SOLE |  | 774337 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 59382890 | 96666 | SH |  | SOLE |  | 96666 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 285282 | 4244 | SH |  | SOLE |  | 4244 | 0 | 0 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 221495 | 3712 | SH |  | SOLE |  | 3712 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 309491 | 4334 | SH |  | SOLE |  | 4334 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 379166 | 1909 | SH |  | SOLE |  | 1909 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 429497 | 4801 | SH |  | SOLE |  | 4801 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 15504438 | 73110 | SH |  | SOLE |  | 73110 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 2108745 | 91585 | SH |  | SOLE |  | 91585 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 30483677 | 247312 | SH |  | SOLE |  | 247312 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1515433 | 13326 | SH |  | SOLE |  | 13326 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 420764 | 889 | SH |  | SOLE |  | 889 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 2131234 | 15098 | SH |  | SOLE |  | 15098 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 413739 | 1967 | SH |  | SOLE |  | 1967 | 0 | 0 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 329621 | 1819 | SH |  | SOLE |  | 1819 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS DEV | 46641Q233 |  | 394776 | 7012 | SH |  | SOLE |  | 7012 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 46641Q191 |  | 297085 | 4053 | SH |  | SOLE |  | 4053 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 |  | 669184 | 10153 | SH |  | SOLE |  | 10153 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 46641Q225 |  | 496527 | 5339 | SH |  | SOLE |  | 5339 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 101406 | 490 | SH |  | SOLE |  | 490 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1356546 | 4210 | SH |  | SOLE |  | 4210 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 415557 | 342 | SH |  | SOLE |  | 342 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 96006 | 560 | SH |  | SOLE |  | 560 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 3521981 | 8260 | SH |  | SOLE |  | 8260 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 916731 | 1606 | SH |  | SOLE |  | 1606 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 46795 | 441 | SH |  | SOLE |  | 441 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1266053 | 1918 | SH |  | SOLE |  | 1918 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 33857417 | 70008 | SH |  | SOLE |  | 70008 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 901497 | 5078 | SH |  | SOLE |  | 5078 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 616003 | 6570 | SH |  | SOLE |  | 6570 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2137 | 42 | SH |  | SOLE |  | 42 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3250882 | 17431 | SH |  | SOLE |  | 17431 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 203681 | 1045 | SH |  | SOLE |  | 1045 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 470447 | 2554 | SH |  | SOLE |  | 2554 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 200623 | 1386 | SH |  | SOLE |  | 1386 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 50159 | 350 | SH |  | SOLE |  | 350 | 0 | 0 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 2884602 | 44033 | SH |  | SOLE |  | 44033 | 0 | 0 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 326420 | 4065 | SH |  | SOLE |  | 4065 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 343864 | 2926 | SH |  | SOLE |  | 2926 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 601436 | 1425 | SH |  | SOLE |  | 1425 | 0 | 0 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 6594 | 38 | SH |  | SOLE |  | 38 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 32040347 | 174702 | SH |  | SOLE |  | 174702 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 336964 | 1270 | SH |  | SOLE |  | 1270 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 421273 | 2750 | SH |  | SOLE |  | 2750 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1321694 | 3335 | SH |  | SOLE |  | 3335 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 71432700 | 104447 | SH |  | SOLE |  | 104447 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 9138000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 49179 | 584 | SH |  | SOLE |  | 584 | 0 | 0 |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 |  | 260487 | 6089 | SH |  | SOLE |  | 6089 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 232170 | 762 | SH |  | SOLE |  | 762 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 271181 | 603 | SH |  | SOLE |  | 603 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 61762 | 356 | SH |  | SOLE |  | 356 | 0 | 0 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 5169960 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 13762 | 50 | SH |  | SOLE |  | 50 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 345608 | 596 | SH |  | SOLE |  | 596 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 411368 | 2678 | SH |  | SOLE |  | 2678 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 416152 | 1068 | SH |  | SOLE |  | 1068 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 83834 | 1026 | SH |  | SOLE |  | 1026 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 149540 | 453 | SH |  | SOLE |  | 453 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 1940 | 36 | SH |  | SOLE |  | 36 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 391836 | 2407 | SH |  | SOLE |  | 2407 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1160084 | 15662 | SH |  | SOLE |  | 15662 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2462339 | 50959 | SH |  | SOLE |  | 50959 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 466906 | 8685 | SH |  | SOLE |  | 8685 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 467828 | 5586 | SH |  | SOLE |  | 5586 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 705305 | 14981 | SH |  | SOLE |  | 14981 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5806899 | 92955 | SH |  | SOLE |  | 92955 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 307378 | 678 | SH |  | SOLE |  | 678 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 301825 | 1863 | SH |  | SOLE |  | 1863 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 31187369 | 88926 | SH |  | SOLE |  | 88926 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 756507 | 6776 | SH |  | SOLE |  | 6776 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 393863 | 4226 | SH |  | SOLE |  | 4226 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 20488800 | 240000 | SH |  | SOLE |  | 240000 | 0 | 0 |

---