PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2145782
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$370.9M
Holdings
544
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PENSION & WEALTH MANAGEMENT ADVISORS, INC. disclosed 544 positions worth $370.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 62 new positions and exited 34. The portfolio is most concentrated in Other (72.7% of disclosed assets). All figures are sourced directly from PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 2145782.
AI Fund Analysis
DiversifyingSCHWAB 1000 INDEX ETF - ET
12.7% weight
Held 12 quarters
FIDELITY TOTAL BOND ETF -
7.4% weight
Held 12 quarters
STATE STREET DOUBLELINE TO
6.9% weight
Held 12 quarters
VANGUARD TOTAL STOCK MARKE
6.8% weight
Held 12 quarters
ISHARES CORE MSCI TOTAL IN
4.5% weight
Held 12 quarters
$IBM11 quarters accumulating
JPMORGAN CORE PLUS BOND ET
6 quarters accumulating
VANGUARD CORE PLUS BOND ET
6 quarters accumulating
$ARCC5 quarters accumulating
VANGUARD FTSE DEVELOPED MA
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB 1000 INDEX ETF - ETF
—Quality
$47.2M1,308,887 shFIDELITY TOTAL BOND ETF - ETF
—Quality
$27.4M603,317 shSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF - ETF
—Quality
$25.7M651,453 shVANGUARD TOTAL STOCK MARKET ETF - ETF
—Quality
$25.2M68,204 shISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF
—Quality
$16.5M173,127 shCAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF
—Quality
$13.7M371,968 sh- 59.9
Quality
$10.7M112,047 sh ISHARES CORE S&P 500 ETF - ETF
—Quality
$9.8M13,074 sh- 59.9
Quality
$7.4M113,641 sh ISHARES AAA CLO ACTIVE ETF - ETF
—Quality
$6.5M125,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB 1000 INDEX ETF - ETF | — | $47.2M | 1,308,887 |
| FIDELITY TOTAL BOND ETF - ETF | — | $27.4M | 603,317 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF - ETF | — | $25.7M | 651,453 |
| VANGUARD TOTAL STOCK MARKET ETF - ETF | — | $25.2M | 68,204 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | — | $16.5M | 173,127 |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF | — | $13.7M | 371,968 |
 WisdomTree, Inc.$WT | 59.9 | $10.7M | 112,047 |
| ISHARES CORE S&P 500 ETF - ETF | — | $9.8M | 13,074 |
| WisdomTree, Inc.$WT | 59.9 | $7.4M | 113,641 |
| ISHARES AAA CLO ACTIVE ETF - ETF | — | $6.5M | 125,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 544 positions.
Showing top 10 of 544 holdings.
Sector Allocation
Other
$269.5M
Financials
$39.7M
Technology
$31.6M
Consumer Discretionary
$5.7M
Industrials
$5.7M
Consumer Staples
$5.6M
Healthcare
$3.7M
Materials
$2.7M
Top Holdings — PENSION & WEALTH MANAGEMENT ADVISORS, INC. (Q2 2026)
Top 150 of 544 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 | — | SCHWAB 1000 INDEX ETF - ETF | $47.2M | 12.7% | -3% | — |
| 2 | — | FIDELITY TOTAL BOND ETF - ETF | $27.4M | 7.4% | +3% | — |
| 3 | — | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF - ETF | $25.7M | 6.9% | +1% | — |
| 4 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $25.2M | 6.8% | -0% | — |
| 5 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $16.5M | 4.5% | -12% | — |
| 6 | — | CAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF | $13.7M | 3.7% | +23% | — |
| 7 | $WT | WisdomTree, Inc. | $10.7M | 2.9% | -7% | 59.9 |
| 8 | — | ISHARES CORE S&P 500 ETF - ETF | $9.8M | 2.6% | -0% | — |
| 9 | $WT | WisdomTree, Inc. | $7.4M | 2.0% | -4% | 59.9 |
| 10 | — | ISHARES AAA CLO ACTIVE ETF - ETF | $6.5M | 1.8% | -9% | — |
| 11 | — | VANECK IG FLOATING RATE ETF - ETF | $6.2M | 1.7% | +3% | — |
| 12 |  $AAPL | Apple Inc. | $4.8M | 1.3% | -33% | 76.4 |
| 13 |  $NVDA | NVIDIA CORP | $4.3M | 1.1% | +13% | 85.9 |
| 14 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $4.0M | 1.1% | -1% | — |
| 15 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $3.6M | 1.0% | -20% | — |
| 16 | — | VANGUARD CONSUMER STAPLES ETF - ETF | $3.5M | 0.9% | -6% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 0.9% | -1% | 73.8 |
| 18 | — | VANGUARD SMALL-CAP ETF - ETF | $3.3M | 0.9% | -1% | — |
| 19 | — | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF - ETF | $3.2M | 0.9% | -1% | — |
| 20 | — | VANGUARD MID-CAP ETF - ETF | $3.0M | 0.8% | +300% | — |
| 21 |  $GOOG | Alphabet Inc. | $2.9M | 0.8% | +9% | 78.2 |
| 22 |  $PM | Philip Morris International Inc. | $2.7M | 0.7% | +0% | 75.9 |
| 23 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $2.7M | 0.7% | -4% | — |
| 24 |  $AMZN | AMAZON COM INC | $2.6M | 0.7% | +50% | 68.7 |
| 25 |  $IVZ | Invesco Ltd. | $2.6M | 0.7% | -1% | — |
| 26 |  $MSFT | MICROSOFT CORP | $2.5M | 0.7% | +4% | 79.8 |
| 27 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $2.5M | 0.7% | -6% | — |
| 28 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $2.5M | 0.7% | +35% | — |
| 29 |  $BXSL | Blackstone Secured Lending Fund | $2.4M | 0.6% | +53% | — |
| 30 | — | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF - ETF | $2.3M | 0.6% | -1% | — |
| 31 |  $APLD | Applied Digital Corp. | $2.2M | 0.6% | -3% | 35.8 |
| 32 | — | FIDELITY ENHANCED LARGE CAP CORE ETF - ETF | $2.1M | 0.6% | +144% | — |
| 33 | — | VANGUARD VALUE ETF - ETF | $2.0M | 0.5% | +1% | — |
| 34 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $1.9M | 0.5% | -1% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.5% | +33% | — |
| 36 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF | $1.8M | 0.5% | -13% | — |
| 37 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - ETF | $1.7M | 0.5% | -5% | — |
| 38 |  $GSBD | Goldman Sachs BDC, Inc. | $1.6M | 0.4% | -35% | — |
| 39 | $WT | WisdomTree, Inc. | $1.6M | 0.4% | -1% | 59.9 |
| 40 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $1.6M | 0.4% | +0% | — |
| 41 |  $META | Meta Platforms, Inc. | $1.6M | 0.4% | +8% | 79.6 |
| 42 |  $GLW | CORNING INC /NY | $1.5M | 0.4% | -3% | 73.7 |
| 43 |  $MSDL | Morgan Stanley Direct Lending Fund | $1.5M | 0.4% | +39% | — |
| 44 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $1.4M | 0.4% | -3% | — |
| 45 |  $BHK | BLACKROCK CORE BOND TRUST | $1.3M | 0.4% | +37% | — |
| 46 |  $VRT | Vertiv Holdings Co | $1.3M | 0.3% | -4% | 81 |
| 47 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.3% | +6% | 72.3 |
| 48 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $1.2M | 0.3% | +0% | — |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.3% | +1% | 70.3 |
| 50 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $1.1M | 0.3% | +0% | — |
| 51 | — | VANGUARD FINANCIALS ETF - ETF | $1.1M | 0.3% | +0% | — |
| 52 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1.1M | 0.3% | +300% | — |
| 53 |  $MO | ALTRIA GROUP, INC. | $1.1M | 0.3% | +0% | 67.4 |
| 54 | — | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER - CEF | $1.0M | 0.3% | -7% | — |
| 55 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $1.0M | 0.3% | -7% | — |
| 56 | — | BLACKROCK FLOATING RATE INCOME COM - CEF | $1.0M | 0.3% | +20% | — |
| 57 | — | ISHARES U.S. MEDICAL DEVICES ETF - ETF | $1.0M | 0.3% | NEW | — |
| 58 | — | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF - ETF | $1.0M | 0.3% | -2% | — |
| 59 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.3% | +7% | 70.7 |
| 60 | — | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF - ETF | $1.0M | 0.3% | -4% | — |
| 61 |  $GOOGL | Alphabet Inc. | $999,278 | 0.3% | +5% | 78.2 |
| 62 |  $C | CITIGROUP INC | $958,869 | 0.3% | +1% | 65 |
| 63 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $908,864 | 0.3% | +11% | — |
| 64 | — | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF - ETF | $907,908 | 0.2% | -16% | — |
| 65 |  $HD | HOME DEPOT, INC. | $884,090 | 0.2% | +1% | 60.3 |
| 66 | — | ISHARES J.P. MORGAN EM CORPORATE BOND ETF - ETF | $880,754 | 0.2% | +14% | — |
| 67 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $860,088 | 0.2% | -0% | — |
| 68 | $ARCC | ARES CAPITAL CORP | $842,772 | 0.2% | +1746% | — |
| 69 | — | VANGUARD MID-CAP VALUE ETF - ETF | $823,748 | 0.2% | +0% | — |
| 70 |  $BX | Blackstone Inc. | $818,862 | 0.2% | +6% | 74.4 |
| 71 |  $WELL | WELLTOWER INC. | $818,451 | 0.2% | +0% | 59.8 |
| 72 | — | ISHARES U.S. CONSUMER DISCRETIONARY ETF - ETF | $808,800 | 0.2% | +0% | — |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $798,842 | 0.2% | +8% | 67.6 |
| 74 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $789,356 | 0.2% | -2% | — |
| 75 |  $URI | UNITED RENTALS, INC. | $780,561 | 0.2% | -21% | 63.9 |
| 76 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $750,552 | 0.2% | +0% | — |
| 77 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | $750,247 | 0.2% | -2% | — |
| 78 | — | VANGUARD RUSSELL 2000 ETF - ETF | $741,150 | 0.2% | -2% | — |
| 79 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETF | $738,790 | 0.2% | +0% | — |
| 80 | $WT | WisdomTree, Inc. | $709,263 | 0.2% | -1% | 59.9 |
| 81 |  $BMY | BRISTOL MYERS SQUIBB CO | $708,960 | 0.2% | +0% | 70.4 |
| 82 |  $V | VISA INC. | $700,299 | 0.2% | +139% | 82.9 |
| 83 | $WT | WisdomTree, Inc. | $681,634 | 0.2% | -5% | 59.9 |
| 84 | — | ISHARES INTERNATIONAL SELECT DIVIDEND ETF - ETF | $678,868 | 0.2% | -7% | — |
| 85 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | $671,305 | 0.2% | +5% | — |
| 86 |  $DHR | DANAHER CORP /DE/ | $671,190 | 0.2% | +46% | 64.8 |
| 87 |  $MDLZ | Mondelez International, Inc. | $662,397 | 0.2% | +0% | 56.4 |
| 88 | — | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF - ETF | $649,719 | 0.2% | -0% | — |
| 89 |  $ETN | Eaton Corp plc | $613,202 | 0.2% | +105% | — |
| 90 |  $KO | COCA COLA CO | $610,703 | 0.2% | +1% | 69.5 |
| 91 |  $IRM | IRON MOUNTAIN INC | $569,279 | 0.1% | +13% | 62.9 |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $562,886 | 0.1% | -9% | — |
| 93 |  $ARES | Ares Management Corp | $555,628 | 0.1% | +8% | 60.9 |
| 94 |  $XOM.R34088 | EXXON MOBIL CORP | $552,074 | 0.1% | -5% | 57.9 |
| 95 |  $PAX | Patria Investments Ltd | $547,792 | 0.1% | +23% | — |
| 96 |  $DSL | DoubleLine Income Solutions Fund | $545,775 | 0.1% | +18% | — |
| 97 | — | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF - ETF | $544,071 | 0.1% | -13% | — |
| 98 |  $ITRN | Ituran Location & Control Ltd. | $543,050 | 0.1% | -2% | — |
| 99 | — | ISHARES S&P 500 GROWTH ETF - ETF | $527,714 | 0.1% | +69% | — |
| 100 |  $JNJ | JOHNSON & JOHNSON | $525,582 | 0.1% | +14% | 69 |
| 101 | $WT | WisdomTree, Inc. | $523,800 | 0.1% | +0% | 59.9 |
| 102 | — | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF - ETF | $523,398 | 0.1% | +8% | — |
| 103 |  $NEE | NEXTERA ENERGY INC | $515,446 | 0.1% | +0% | 64.6 |
| 104 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $503,321 | 0.1% | +0% | — |
| 105 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - ETF | $494,679 | 0.1% | -10% | — |
| 106 |  $CLBT | Cellebrite DI Ltd. | $483,888 | 0.1% | +11% | — |
| 107 | $WT | WisdomTree, Inc. | $481,277 | 0.1% | -2% | 59.9 |
| 108 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $480,717 | 0.1% | -2% | — |
| 109 |  $RPC | Ridgepost Capital, Inc. | $476,943 | 0.1% | +6% | 52 |
| 110 | — | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF - ETF | $462,180 | 0.1% | +0% | — |
| 111 | — | FIDELITY MSCI HEALTH CARE INDEX ETF - ETF | $457,024 | 0.1% | +0% | — |
| 112 |  $MRK | Merck & Co., Inc. | $456,351 | 0.1% | +2% | 59.9 |
| 113 |  $WMT | Walmart Inc. | $453,891 | 0.1% | +50% | 60.2 |
| 114 |  $NU | Nu Holdings Ltd. | $447,573 | 0.1% | -9% | — |
| 115 |  $AXON | AXON ENTERPRISE, INC. | $446,471 | 0.1% | +575% | 56.6 |
| 116 |  $AVGO | Broadcom Inc. | $441,118 | 0.1% | +26% | 84.5 |
| 117 |  $EXE | EXPAND ENERGY Corp | $435,432 | 0.1% | -4% | 80.8 |
| 118 |  $VICI | VICI PROPERTIES INC. | $430,429 | 0.1% | -1% | 65.8 |
| 119 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $429,411 | 0.1% | +126% | — |
| 120 |  $GRBK | Green Brick Partners, Inc. | $416,208 | 0.1% | +0% | 52.2 |
| 121 | — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF - ETF | $415,862 | 0.1% | -2% | — |
| 122 |  $GRAB | Grab Holdings Ltd | $406,527 | 0.1% | +57% | — |
| 123 | — | GLOBAL X MLP ETF - ETF | $402,322 | 0.1% | -39% | — |
| 124 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $398,696 | 0.1% | +0% | — |
| 125 | — | ISHARES MSCI EAFE ETF - ETF | $396,885 | 0.1% | +1% | — |
| 126 |  $CACI | CACI INTERNATIONAL INC /DE/ | $393,771 | 0.1% | +39% | 65 |
| 127 |  $VINP | Vinci Compass Investments Ltd. | $389,434 | 0.1% | +44% | — |
| 128 |  $CVX | CHEVRON CORP | $387,566 | 0.1% | +7% | 62.8 |
| 129 | — | ISHARES EMERGING MARKETS DIVIDEND ETF - ETF | $379,655 | 0.1% | -7% | — |
| 130 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $372,633 | 0.1% | +3% | — |
| 131 | — | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - ETF | $368,927 | 0.1% | +0% | — |
| 132 |  $ALMU | Aeluma, Inc. | $351,072 | 0.1% | +0% | — |
| 133 |  $CPA | Copa Holdings, S.A. | $347,077 | 0.1% | +11% | — |
| 134 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | $344,926 | 0.1% | +20% | — |
| 135 |  $COST | COSTCO WHOLESALE CORP /NEW | $342,583 | 0.1% | -0% | 66.2 |
| 136 |  $IBKR | Interactive Brokers Group, Inc. | $332,894 | 0.1% | +25% | 77 |
| 137 | $WT | WisdomTree, Inc. | $331,209 | 0.1% | -3% | 59.9 |
| 138 | — | ISHARES SELECT DIVIDEND ETF - ETF | $328,670 | 0.1% | -20% | — |
| 139 |  $UBER | Uber Technologies, Inc | $323,162 | 0.1% | -18% | 73.5 |
| 140 |  $TJX | TJX COMPANIES INC /DE/ | $322,695 | 0.1% | +5% | 68.7 |
| 141 |  $ISRG | INTUITIVE SURGICAL INC | $322,546 | 0.1% | -2% | 79.9 |
| 142 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - ETF | $314,555 | 0.1% | -4% | — |
| 143 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ETF | $313,215 | 0.1% | +0% | — |
| 144 |  $CDE | Coeur Mining, Inc. | $309,596 | 0.1% | +137% | 82 |
| 145 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $296,704 | 0.1% | -43% | — |
| 146 |  $PG | PROCTER & GAMBLE Co | $289,828 | 0.1% | -4% | 64.6 |
| 147 |  $GENI | Genius Sports Ltd | $289,686 | 0.1% | -23% | — |
| 148 |  $DELL | Dell Technologies Inc. | $284,912 | 0.1% | -24% | 71.2 |
| 149 |  $KKR | KKR & Co. Inc. | $284,092 | 0.1% | +7% | 54.3 |
| 150 |  $PRIM | Primoris Services Corp | $283,186 | 0.1% | -55% | 51.8 |
New Positions (62)
ISHARES U.S. MEDICAL DEVICES ETF - ETF$1.0M
$ADSK Autodesk, Inc.$225,138 CAPITAL GROUP DIVIDEND VALUE ETF - ETF$217,719
$CBOE Cboe Global Markets, Inc.$164,288 FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF$111,609
$GS GOLDMAN SACHS GROUP INC$110,033 ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF$102,935
$UTF COHEN & STEERS INFRASTRUCTURE FUND INC$102,083
$BAH Booz Allen Hamilton Holding Corp$82,200 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF$76,886
BNY MELLON CONCENTRATED INTERNATIONAL ETF - ETF$75,564
ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF$72,726
$CAT CATERPILLAR INC$66,277
$OMC OMNICOM GROUP INC.$65,765 PACER US CASH COWS 100 ETF - ETF$62,200
Exited Positions (34)
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF
$ICFI ICF International, Inc.
$AMBA AMBARELLA INC
$IT GARTNER INC
$HON HONEYWELL INTERNATIONAL INC
$FICO FAIR ISAAC CORP STATE STREET SPDR S&P SMALLCAP 600 ESG ETF - ETF
$BOH BANK OF HAWAII CORP
$BKR Baker Hughes Co JPMORGAN EQUITY PREMIUM INCOME ETF - ETF
$DKS DICK'S SPORTING GOODS, INC.
$VISN Vistance Networks, Inc.
$PDD PDD Holdings Inc.
$INSM INSMED Inc VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF - ETF
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for PENSION & WEALTH MANAGEMENT ADVISORS, INC. including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for PENSION & WEALTH MANAGEMENT ADVISORS, INC. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: PENSION & WEALTH MANAGEMENT ADVISORS, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For PENSION & WEALTH MANAGEMENT ADVISORS, INC. (SEC CIK: 2145782), 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 PENSION & WEALTH MANAGEMENT ADVISORS, INC.'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.