Private Wealth Asset Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1883006
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.0B
Holdings
930
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Private Wealth Asset Management, LLC disclosed 930 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 54 new positions and exited 46 — including a new stake in $HONA and a full exit from $NVR. The portfolio is most concentrated in Other (62.6% of disclosed assets). All figures are sourced directly from Private Wealth Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1883006.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF -
10.2% weight
Held 6 quarters
ISHARES TRUST CORE MSCI EA
7.0% weight
Held 6 quarters
ISHARES CORE MSCI EMERGING
6.5% weight
Held 6 quarters
ISHARES CORE S&P MID-CAP E
6.1% weight
Held 6 quarters
ISHARES CORE S&P SMALL-CAP
3.4% weight
Held 6 quarters
ISHARES TRUST CORE MSCI EA
5 quarters accumulating
FIRST TR EXCHANGE-TRADED F
5 quarters accumulating
$IBM5 quarters accumulating
FIRST TR EXCHANGE TRADED F
5 quarters accumulating
FIRST TR EXCHANGE TRADED F
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - CORE S&P500 ETF
—Quality
$105.8M141,287 shISHARES TRUST CORE MSCI EAFE ETF - CORE MSCI EAFE
—Quality
$73.0M752,944 shISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT
—Quality
$67.3M811,467 shISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF
—Quality
$63.8M824,734 shISHARES CORE S&P SMALL-CAP E - CORE S&P SCP ETF
—Quality
$34.9M234,697 sh- 76.4
Quality
$31.7M109,636 sh FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF - SMID RISNG ETF
—Quality
$27.7M639,969 sh- 79.8
Quality
$18.5M49,516 sh - 73.8
Quality
$17.3M34,478 sh SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF - ST STR REAL ETF
—Quality
$16.7M482,919 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - CORE S&P500 ETF | — | $105.8M | 141,287 |
| ISHARES TRUST CORE MSCI EAFE ETF - CORE MSCI EAFE | — | $73.0M | 752,944 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | — | $67.3M | 811,467 |
| ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF | — | $63.8M | 824,734 |
| ISHARES CORE S&P SMALL-CAP E - CORE S&P SCP ETF | — | $34.9M | 234,697 |
 Apple Inc.$AAPL | 76.4 | $31.7M | 109,636 |
| FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF - SMID RISNG ETF | — | $27.7M | 639,969 |
 MICROSOFT CORP$MSFT | 79.8 | $18.5M | 49,516 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $17.3M | 34,478 |
| SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF - ST STR REAL ETF | — | $16.7M | 482,919 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Private Wealth Asset Management, LLC's 930 positions.
Showing top 10 of 930 holdings.
Sector Allocation
Other
$650.1M
Technology
$136.1M
Financials
$79.9M
Industrials
$60.5M
Healthcare
$37.9M
Consumer Discretionary
$28.1M
Consumer Staples
$16.1M
Energy
$15.9M
Top Holdings — Private Wealth Asset Management, LLC (Q2 2026)
Top 150 of 930 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - CORE S&P500 ETF | $105.8M | 10.2% | -2% | — |
| 2 | — | ISHARES TRUST CORE MSCI EAFE ETF - CORE MSCI EAFE | $73.0M | 7.0% | +5% | — |
| 3 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | $67.3M | 6.5% | -6% | — |
| 4 | — | ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF | $63.8M | 6.1% | -2% | — |
| 5 | — | ISHARES CORE S&P SMALL-CAP E - CORE S&P SCP ETF | $34.9M | 3.4% | -5% | — |
| 6 | $AAPL | Apple Inc. | $31.7M | 3.1% | -3% | 76.4 |
| 7 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF - SMID RISNG ETF | $27.7M | 2.7% | +25% | — |
| 8 | $MSFT | MICROSOFT CORP | $18.5M | 1.8% | +7% | 79.8 |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $17.3M | 1.7% | +5% | 73.8 |
| 10 | — | SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF - ST STR REAL ETF | $16.7M | 1.6% | +32% | — |
| 11 | — | ISHARES TR RUS MID CAP ETF - RUS MID CAP ETF | $15.2M | 1.5% | -2% | — |
| 12 |  $CAT | CATERPILLAR INC | $14.7M | 1.4% | -1% | 66.5 |
| 13 | — | VANGUARD REAL ESTATE ETF - REAL ESTATE ETF | $14.0M | 1.4% | -6% | — |
| 14 |  $LLY | ELI LILLY & Co | $13.5M | 1.3% | +7% | 87.5 |
| 15 | — | ISHARES CORE S&P TOTAL US STOCK MARKET ETF - CORE S&P TTL STK | $13.4M | 1.3% | +7% | — |
| 16 | — | COHEN &STEERS ETF TRUST REAL EST ACT ETF - REAL EST ACT ETF | $13.4M | 1.3% | +0% | — |
| 17 | — | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX - STRM INFPROIDX | $12.4M | 1.2% | -6% | — |
| 18 |  $NVDA | NVIDIA CORP | $11.4M | 1.1% | +4% | 85.9 |
| 19 | — | ISHARES MSCI EAFE ETF - MSCI EAFE ETF | $11.4M | 1.1% | -3% | — |
| 20 | — | EA SERIES TRUST CAMBRIA ENDOWM - CAMBRIA ENDOWM | $11.4M | 1.1% | +0% | — |
| 21 |  $GOOG | Alphabet Inc. | $11.1M | 1.1% | +0% | 78.2 |
| 22 | — | VANGUARD MID-CAP INDEX FUND - MID CAP ETF | $10.3M | 1.0% | +342% | — |
| 23 | — | ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF | $10.3M | 1.0% | +0% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $9.7M | 0.9% | +5% | 70.7 |
| 25 |  $DE | DEERE & CO | $9.1M | 0.9% | +0% | 55.4 |
| 26 | — | ISHARES TR RUS MD CP GR ETF - RUS MD CP GR ETF | $9.0M | 0.9% | -8% | — |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $8.7M | 0.8% | +5% | 57.9 |
| 28 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.6M | 0.8% | +2% | 70 |
| 29 |  $WK | WORKIVA INC | $7.7M | 0.7% | +0% | 65.4 |
| 30 |  $AEG | AEGON LTD. | $7.6M | 0.7% | +0% | — |
| 31 | — | TIDAL TRUST I FUND GRAN US ETF - FUND GRAN US ETF | $7.5M | 0.7% | -2% | — |
| 32 |  $GOOGL | Alphabet Inc. | $7.5M | 0.7% | +27% | 78.2 |
| 33 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $6.4M | 0.6% | -6% | — |
| 34 | — | EA SERIES TRUST CAMBRIA GLOBAL - CAMBRIA GLOBAL | $6.2M | 0.6% | -6% | — |
| 35 |  $ABBV | AbbVie Inc. | $6.1M | 0.6% | -3% | 72.6 |
| 36 | — | AVANTIS U S LARGE CAP EQUITY ETF - AVANTIS US LARG | $5.9M | 0.6% | +17% | — |
| 37 | — | AVANTIS EMERGING MARKETS EQUITY ETF - AVANTIS EMGMKT | $5.9M | 0.6% | +107% | — |
| 38 |  $AMZN | AMAZON COM INC | $5.9M | 0.6% | +10% | 68.7 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $5.4M | 0.5% | +7% | 69 |
| 40 | — | FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF - NASDAQ CYB ETF | $5.4M | 0.5% | +1% | — |
| 41 |  $CRWD | CrowdStrike Holdings, Inc. | $5.4M | 0.5% | -1% | 67.7 |
| 42 | — | TIDAL TRUST I FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF - FOLI AL RATE ETF | $5.3M | 0.5% | -0% | — |
| 43 | — | AVANTIS INTERNATIONAL LARGE CAP VAL ETF - INTERNATIONAL LR | $5.3M | 0.5% | +16% | — |
| 44 |  $SLV | iShares Silver Trust | $5.2M | 0.5% | -8% | — |
| 45 |  $HD | HOME DEPOT, INC. | $4.9M | 0.5% | -5% | 60.3 |
| 46 |  $META | Meta Platforms, Inc. | $4.7M | 0.5% | -7% | 79.6 |
| 47 | — | FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY - WCM INTL EQUITY | $4.6M | 0.4% | +8% | — |
| 48 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - GROWTH ETF | $4.4M | 0.4% | +487% | — |
| 49 |  $CVX | CHEVRON CORP | $4.3M | 0.4% | +7% | 62.8 |
| 50 |  $WMT | Walmart Inc. | $4.3M | 0.4% | +18% | 60.2 |
| 51 | — | ISHARES TR CORE MSCI TOTAL - CORE MSCI TOTAL | $4.2M | 0.4% | +4% | — |
| 52 |  $V | VISA INC. | $4.1M | 0.4% | +0% | 82.9 |
| 53 | — | FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF - PFD SECS INC ETF | $4.1M | 0.4% | +11% | — |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 0.4% | -2% | — |
| 55 | — | ISHARES RUSSELL MID-CAP VALUE ETF - RUS MDCP VAL ETF | $3.6M | 0.3% | -7% | — |
| 56 | — | PGIM ETF TR TOTAL RETURN BON - TOTA RETU BD ETF | $3.6M | 0.3% | +1% | — |
| 57 |  $AMD | ADVANCED MICRO DEVICES INC | $3.5M | 0.3% | +44% | 79.8 |
| 58 |  $PG | PROCTER & GAMBLE Co | $3.5M | 0.3% | +6% | 64.6 |
| 59 |  $UNP | UNION PACIFIC CORP | $3.5M | 0.3% | +2% | 69.7 |
| 60 | — | VANGUARD DEVELOPED MARKETS INDEX FUND ETF - VAN FTSE DEV MKT | $3.5M | 0.3% | +5% | — |
| 61 | — | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR - VALUE ETF | $3.2M | 0.3% | -5% | — |
| 62 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 0.3% | +19% | 70.3 |
| 63 |  $AVGO | Broadcom Inc. | $3.1M | 0.3% | -5% | 84.5 |
| 64 | — | ISHARES CORE US AGGREGATE BOND ETF - CORE US AGGBD ET | $3.1M | 0.3% | +12% | — |
| 65 |  $MRK | Merck & Co., Inc. | $2.8M | 0.3% | +13% | 59.9 |
| 66 |  $RTX | RTX Corp | $2.8M | 0.3% | +2% | 73.2 |
| 67 | — | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $2.8M | 0.3% | +2% | — |
| 68 | — | ISHARES TR RUS 2000 GRW ETF - RUS 2000 GRW ETF | $2.7M | 0.3% | -0% | — |
| 69 |  $ETN | Eaton Corp plc | $2.7M | 0.3% | +2% | — |
| 70 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 0.3% | -1% | — |
| 71 | — | ISHARES TRUST MSCI EMG MKTS ETF USD DIS - MSCI EMG MKT ETF | $2.6M | 0.3% | +0% | — |
| 72 |  $PM | Philip Morris International Inc. | $2.4M | 0.2% | +1% | 75.9 |
| 73 |  $ACN | Accenture plc | $2.4M | 0.2% | -7% | — |
| 74 | — | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF - FTSE EMR MKT ETF | $2.4M | 0.2% | +1% | — |
| 75 |  $MCD | MCDONALDS CORP | $2.3M | 0.2% | +25% | 69 |
| 76 | — | ISHARES S&P 500 GROWTH ETF - S&P 500 GRWT ETF | $2.2M | 0.2% | -36% | — |
| 77 |  $AFL | AFLAC INC | $2.2M | 0.2% | +10% | 61.3 |
| 78 | — | ISHARES TR EAFE GRWTH ETF - EAFE GRWTH ETF | $2.1M | 0.2% | +1% | — |
| 79 | — | ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF | $2.1M | 0.2% | +0% | — |
| 80 | — | ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | $2.0M | 0.2% | +300% | — |
| 81 |  $USB | US BANCORP \DE\ | $2.0M | 0.2% | -1% | 65.3 |
| 82 |  $WFC | WELLS FARGO & COMPANY/MN | $1.9M | 0.2% | -16% | 61.8 |
| 83 |  $BLK | BlackRock, Inc. | $1.9M | 0.2% | +3% | 70 |
| 84 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.9M | 0.2% | +0% | 73.7 |
| 85 |  $IVZ | Invesco Ltd. | $1.9M | 0.2% | +9% | — |
| 86 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.2% | -3% | 62.7 |
| 87 |  $EMR | EMERSON ELECTRIC CO | $1.8M | 0.2% | +2% | 65.3 |
| 88 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.8M | 0.2% | -6% | 67.6 |
| 89 |  $SHW | SHERWIN WILLIAMS CO | $1.7M | 0.2% | -2% | 61.3 |
| 90 |  $TJX | TJX COMPANIES INC /DE/ | $1.7M | 0.2% | +36% | 68.7 |
| 91 |  $KO | COCA COLA CO | $1.7M | 0.2% | -0% | 69.5 |
| 92 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.7M | 0.2% | +9% | 65.1 |
| 93 |  $ROK | ROCKWELL AUTOMATION, INC | $1.7M | 0.2% | +0% | 63.6 |
| 94 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.2% | +20% | 65.6 |
| 95 |  $TGT | TARGET CORP | $1.5M | 0.1% | +12% | 60.7 |
| 96 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.1% | +35% | 79.4 |
| 97 |  $IAU | ISHARES GOLD TRUST | $1.5M | 0.1% | -1% | — |
| 98 | — | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS3000 IDX FD ETF SHS - VNG RUS3000IDX | $1.5M | 0.1% | +0% | — |
| 99 |  $MO | ALTRIA GROUP, INC. | $1.5M | 0.1% | +0% | 67.4 |
| 100 |  $PEP | PEPSICO INC | $1.4M | 0.1% | +1% | 63.4 |
| 101 |  $NSC | NORFOLK SOUTHERN CORP | $1.4M | 0.1% | -3% | 63.2 |
| 102 | — | ISHARES RUSSELL 2000 VALUE ETF - RUS 2000 VAL ETF | $1.4M | 0.1% | +0% | — |
| 103 | — | ISHARES TR EAFE VALUE ETF - EAFE VALUE ETF | $1.4M | 0.1% | +0% | — |
| 104 |  $AON | Aon plc | $1.4M | 0.1% | -1% | — |
| 105 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.1% | -27% | — |
| 106 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.4M | 0.1% | -6% | 69.8 |
| 107 |  $UAL | United Airlines Holdings, Inc. | $1.4M | 0.1% | +0% | 60.8 |
| 108 | — | ISHARES S&P MID-CAP 400 GROWTH ETF - S&P MC 400GR ETF | $1.4M | 0.1% | -4% | — |
| 109 |  $TRV | TRAVELERS COMPANIES, INC. | $1.3M | 0.1% | +0% | 75.9 |
| 110 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.1% | +1% | 69.4 |
| 111 |  $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.1% | -2% | 73.5 |
| 112 |  $GEV | GE Vernova Inc. | $1.3M | 0.1% | -18% | 81.1 |
| 113 |  $GGG | GRACO INC | $1.2M | 0.1% | +0% | 63.4 |
| 114 |  $ABT | ABBOTT LABORATORIES | $1.2M | 0.1% | -1% | 65.5 |
| 115 | — | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US - ALLWRLD EX US | $1.2M | 0.1% | +0% | — |
| 116 |  $GD | GENERAL DYNAMICS CORP | $1.2M | 0.1% | -3% | 68.7 |
| 117 |  $CTVA | Corteva, Inc. | $1.1M | 0.1% | +0% | 47.2 |
| 118 |  $SITM | SITIME Corp | $1.1M | 0.1% | +0% | 66.1 |
| 119 |  $CL | COLGATE PALMOLIVE CO | $1.1M | 0.1% | -4% | 61.3 |
| 120 |  $HRL | HORMEL FOODS CORP /DE/ | $1.1M | 0.1% | +50% | 51.8 |
| 121 | — | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF - ST STR ENERG ETF | $1.1M | 0.1% | -2% | — |
| 122 |  $QCOM | QUALCOMM INC/DE | $1.1M | 0.1% | +52% | 70.5 |
| 123 |  $MA | Mastercard Inc | $1.1M | 0.1% | -17% | 85.1 |
| 124 | — | ISHARES S&P MID-CAP 400 VALUE ETF - S&P MC 400VL ETF | $1.0M | 0.1% | +11% | — |
| 125 |  $AMAT | APPLIED MATERIALS INC /DE | $1.0M | 0.1% | +1% | 72.3 |
| 126 | $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.1% | +33% | 73.5 |
| 127 |  $PANW | Palo Alto Networks Inc | $1.0M | 0.1% | +88% | 65.5 |
| 128 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.0M | 0.1% | +0% | 70.4 |
| 129 |  $NTAP | NetApp, Inc. | $993,250 | 0.1% | +95% | 66.8 |
| 130 |  $CASY | CASEYS GENERAL STORES INC | $967,259 | 0.1% | -2% | 65.1 |
| 131 |  $ALL | ALLSTATE CORP | $966,988 | 0.1% | -2% | 78.5 |
| 132 |  $NFLX | NETFLIX INC | $966,042 | 0.1% | +8% | 78.8 |
| 133 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $950,384 | 0.1% | +0% | 60.9 |
| 134 |  $ADI | ANALOG DEVICES INC | $943,518 | 0.1% | +73% | 79.2 |
| 135 |  $CME | CME GROUP INC. | $933,448 | 0.1% | +7% | 69.5 |
| 136 |  $ANET | Arista Networks, Inc. | $913,954 | 0.1% | -3% | 81.9 |
| 137 |  $UBER | Uber Technologies, Inc | $909,000 | 0.1% | +3% | 73.5 |
| 138 |  $IBIT | iShares Bitcoin Trust ETF | $889,908 | 0.1% | +1% | — |
| 139 |  $HON | HONEYWELL INTERNATIONAL INC | $889,107 | 0.1% | -51% | 65 |
| 140 |  $HONA | Honeywell Aerospace Inc. | $877,909 | 0.1% | NEW | — |
| 141 | — | ISHARES NATIONAL MUNI BOND ETF - NATIONAL MUN ETF | $872,368 | 0.1% | -14% | — |
| 142 | $IVZ | Invesco Ltd. | $869,165 | 0.1% | -20% | — |
| 143 |  $MU | MICRON TECHNOLOGY INC | $859,946 | 0.1% | +6% | 86.2 |
| 144 |  $INTC | INTEL CORP | $854,256 | 0.1% | +1% | 45.6 |
| 145 | — | JP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD - HIGH YIELD MUNI | $841,576 | 0.1% | +0% | — |
| 146 |  $PFE | PFIZER INC | $806,367 | 0.1% | -1% | 62 |
| 147 |  $GE | GENERAL ELECTRIC CO | $794,924 | 0.1% | +5% | 73.8 |
| 148 | — | SCHWAB US LARGE-CAP GROWTH ETF - US LCAP GR ETF | $789,995 | 0.1% | +0% | — |
| 149 |  $MS | MORGAN STANLEY | $789,544 | 0.1% | +95% | 75.8 |
| 150 |  $SO | SOUTHERN CO | $763,479 | 0.1% | +116% | 62 |
New Positions (54)
$HONA Honeywell Aerospace Inc.$877,909
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$90,556 FIRST TR MULTI CAP GROWTH ALPH COM SHS - COM SHS$81,987
FIRST TR MULTI CP VAL ALPHA FD SHS ISSUED FRST - SHS ISSUED FRST$77,342
FIDELITY ENHANCED LARGE CAP CORE ETF - ENHANCED LARGE$70,707
ETF SER SOLUTIONS DEFIANCE QUANT - DEFIA QUANT ETF$62,018
$IFN ABERDEEN INDIA FUND, INC.$49,421 FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF - DORSEY WRT 5 ETF$41,355
SPDR SERIES TRUST STATE STREET NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF - ST NUVE TERM ETF$39,235
$WLFC WILLIS LEASE FINANCE CORP$26,312
$HSY HERSHEY CO$24,388 AVANTIS US SMALL CAP VALUE ETF - US SML CP VALU$23,455
$WRB BERKLEY W R CORP$22,570
$FIXX Q32 Bio Inc.$21,658
$AMRZ Amrize Ltd$21,320Exited Positions (46)
$NVR NVR INC ETFIS SER TR I VIRTUS INFRCAP
$BST BlackRock Science & Technology Trust
$PDO PIMCO Dynamic Income Opportunities Fund J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
$AGNC AGNC Investment Corp. SCHWAB STRATEGIC TR 5 10YR CORP BD
SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
TIDAL TRUST II YIELDMAX PLTR OP
$NAD Nuveen Quality Municipal Income Fund ISHARES TR 20 YEAR TR BD
$CTRA Coterra Energy Inc.
$RVT ROYCE SMALL-CAP TRUST, INC. SCHWAB STRATEGIC TR MORTGAGE-BACKED SECURITIES ETF
NEOS ETF TRUST NASDAQ 100 HIGH
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Track Private Wealth Asset Management, LLC's Full Portfolio
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AI-Powered Hedge Fund Analysis: Private Wealth Asset Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Private Wealth Asset Management, LLC (SEC CIK: 1883006), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Private Wealth Asset Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.