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Premier Private Wealth Management

Latest statistics and disclosures from Premier Private Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056550

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Positions held by Premier Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Premier Private Wealth Management

Premier Private Wealth Management holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.9	$8.5M	276k	30.68	View chart
Spdr Series Trust State Street Spd (SDY)	8.0	$7.6M	52k	145.94	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.9	$6.5M	96k	68.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.1	$5.8M	25k	237.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.7	$5.4M	60k	90.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.0	$4.7M	54k	87.84	View chart
Spdr Series Trust State Street Spd (SPSM)	4.9	$4.7M	96k	48.32	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	4.8	$4.5M	57k	78.77	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	4.0	$3.8M	96k	39.73	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	3.7	$3.5M	79k	44.11	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.3	$3.2M	64k	49.81	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	3.1	$3.0M	49k	60.10	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.0	$2.8M	76k	37.20	View chart
Apple (AAPL)	2.4	$2.3M	9.1k	253.80	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	2.2	$2.1M	52k	40.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$2.1M	29k	73.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$1.8M	3.1k	577.22	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	1.7	$1.7M	55k	30.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$1.6M	12k	132.90	View chart
Spdr Series Trust State Street Spd (BIL)	1.6	$1.6M	17k	91.64	View chart
Global X Fds Data Ctr & Digit (DTCR)	1.6	$1.6M	65k	23.96	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.6	$1.5M	34k	44.62	View chart
McKesson Corporation (MCK)	1.5	$1.4M	1.7k	865.36	View chart
Microsoft Corporation (MSFT)	1.0	$991k	2.7k	370.10	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$937k	8.8k	106.15	View chart
Spdr Series Trust State Street Spd (XAR)	0.8	$757k	3.0k	253.98	View chart
Amazon (AMZN)	0.8	$728k	3.5k	208.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$638k	8.3k	76.54	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$559k	14k	39.43	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$557k	9.1k	61.26	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$509k	30k	17.15	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.5	$508k	11k	48.62	View chart
Spdr Series Trust State Street Spd (BILS)	0.5	$467k	4.7k	99.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$442k	3.3k	135.72	View chart
Procore Technologies (PCOR)	0.5	$437k	7.7k	57.00	View chart
Spdr Series Trust State Street Spd (HYMB)	0.5	$437k	18k	24.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$433k	903.00	479.20	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$415k	5.1k	81.98	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$410k	8.3k	49.37	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$395k	8.3k	47.37	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.4	$385k	6.0k	64.35	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.4	$380k	9.1k	41.68	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.4	$372k	12k	31.33	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.3	$328k	10k	31.83	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$283k	3.2k	88.49	View chart
Duke Energy Corp Com New (DUK)	0.3	$271k	2.1k	130.94	View chart
NVIDIA Corporation (NVDA)	0.3	$267k	1.5k	174.40	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$260k	5.7k	45.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$239k	556.00	430.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$226k	2.8k	79.56	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$209k	1.9k	110.86	View chart
Johnson & Johnson (JNJ)	0.2	$204k	836.00	244.44	View chart
Broadcom (AVGO)	0.2	$202k	654.00	309.51	View chart

Past Filings by Premier Private Wealth Management

SEC 13F filings are viewable for Premier Private Wealth Management going back to 2026

Premier Private Wealth Management 2026 Q1 filed May 7, 2026

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