Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Premier Private Wealth Management

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

Top 5 stock holdings are SCHD, QQQM, SDY, RDVY, IEFA, and represent 35.84% of Premier Private Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MUB, QQQM, SCHD, IEFA, IMCG, SPSM, TQQQ, LMBS, FENI, HYMB.
Started 7 new stock positions in STXF, SPY, PDBC, SOXX, JEPI, IWM, VTI.
Reduced shares in these 10 stocks: BIL, SMA, TOTL, QYLD, XLP, QQQ, SPYM, XLK, AOM, SGOL.
Premier Private Wealth Management was a net buyer of stock by $10M.
Premier Private Wealth Management has $114M in assets under management (AUM), dropping by 20.55%.
Central Index Key (CIK): 0002056550

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Premier Private Wealth Management

Premier Private Wealth Management holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.5	$9.7M	+11%	306k	31.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	7.6	$8.7M	+16%	29k	302.97	View chart
Spdr Series Trust St Str Sp Div (SDY)	7.0	$8.1M		53k	152.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.9	$7.8M		97k	81.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.9	$6.7M	+16%	69k	96.58	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	5.6	$6.4M	+13%	65k	98.30	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	5.4	$6.2M	+11%	107k	57.67	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	4.5	$5.2M		54k	95.62	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	3.3	$3.8M	+3%	82k	46.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.2	$3.6M	+14%	73k	49.78	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	3.2	$3.6M	-5%	91k	39.47	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.0	$3.5M	+13%	87k	40.13	View chart
Ishares Tr National Mun Etf (MUB)	3.0	$3.5M	+264%	32k	107.62	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.8	$3.3M		50k	64.71	View chart
Apple (AAPL)	2.3	$2.7M		9.3k	289.35	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	2.0	$2.3M		53k	44.03	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.9	$2.2M	-4%	11k	190.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$2.2M	-4%	2.9k	736.45	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	1.9	$2.1M	+8%	71k	30.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$2.0M	-2%	28k	73.41	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	1.2	$1.4M	-22%	42k	32.50	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	1.1	$1.3M	+73%	16k	81.00	View chart
McKesson Corporation (MCK)	1.1	$1.3M		1.7k	755.60	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.1	$1.2M	-5%	32k	38.23	View chart
Microsoft Corporation (MSFT)	0.9	$1.0M	+2%	2.7k	372.96	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.9	$1.0M	-35%	11k	91.64	View chart
Amazon (AMZN)	0.8	$929k	+11%	3.9k	238.34	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.8	$859k		3.0k	283.79	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.7	$855k	+90%	34k	25.44	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.7	$770k	+51%	16k	48.54	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$661k	+8%	15k	43.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$631k	-13%	7.2k	87.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$505k	+11%	1.0k	500.39	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.4	$427k	-8%	4.3k	99.38	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$426k	-4%	7.9k	53.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$417k	+367%	15k	27.41	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$415k	-24%	23k	18.43	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$410k	-15%	7.7k	53.11	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.4	$408k	-2%	5.9k	69.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$375k	NEW	1.0k	370.04	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$373k	-13%	10k	36.06	View chart
NVIDIA Corporation (NVDA)	0.3	$361k	+17%	1.8k	200.12	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.3	$348k		10k	33.83	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$340k	NEW	21k	15.88	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$325k	-21%	6.5k	49.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$320k	NEW	429.00	746.77	View chart
Procore Technologies (PCOR)	0.3	$311k		7.7k	40.62	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$301k	-28%	3.6k	83.07	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$297k	-4%	3.0k	97.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$295k	NEW	5.2k	56.48	View chart
Duke Energy Corp Com New (DUK)	0.3	$290k	+10%	2.3k	126.58	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$278k	+22%	3.5k	79.97	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$272k	-5%	5.4k	50.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$263k	NEW	411.00	640.76	View chart
Broadcom (AVGO)	0.2	$252k		666.00	377.75	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.2	$221k	NEW	4.6k	48.30	View chart
Johnson & Johnson (JNJ)	0.2	$211k		831.00	253.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$208k	NEW	693.00	300.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$205k		556.00	368.38	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$200k		1.9k	107.13	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 Q2 filed Aug. 13, 2026
Premier Private Wealth Management 2026 Q1 filed May 7, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z