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Priebe Wealth Holdings

Latest statistics and disclosures from Priebe Wealth Holdings's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, DUSA, FELC, MTBA, ARKW, and represent 48.55% of Priebe Wealth Holdings's stock portfolio.
Added to shares of these 10 stocks: FELC (+$7.5M), DUSA, BILS, MTBA, SDVY, JMST, LSGR, CGCP, LMBS, DTH.
Started 4 new stock positions in DTH, JHMM, FELC, SPIP.
Reduced shares in these 10 stocks: SPLG (-$30M), ARKW (-$13M), BINC (-$12M), SPYG, SPYV, FNX, MSFT, NVDA, ADX, SPAB.
Sold out of its positions in PEO, GOOGL, AMZN, AMGN, AMKR, BMY, CVX, ENB, XOM, META.
Priebe Wealth Holdings was a net seller of stock by $-62M.
Priebe Wealth Holdings has $116M in assets under management (AUM), dropping by -27.98%.
Central Index Key (CIK): 0002009646

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Positions held by Priebe Wealth Holdings consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Priebe Wealth Holdings

Priebe Wealth Holdings holds 53 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	24.9	$29M	-51%	396k	72.69	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	6.7	$7.7M	+34%	166k	46.28	View chart
Fidelity Covington Trust Enhanced Large (FELC)	6.5	$7.5M	NEW	219k	34.49	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	5.3	$6.2M	+30%	123k	50.09	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	5.1	$5.9M	-69%	40k	147.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.6	$5.4M	-2%	11k	485.77	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	4.3	$4.9M	+32%	139k	35.28	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	3.1	$3.6M	-57%	38k	95.32	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	2.9	$3.4M	+99%	34k	99.43	View chart
Adams Express Company (ADX)	2.8	$3.2M	-17%	149k	21.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$3.0M	-7%	10k	303.93	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.2	$2.5M	-19%	77k	32.66	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.8	$2.1M	-5%	33k	65.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.8	$2.1M	+3%	22k	98.24	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.6	$1.8M	+39%	81k	22.50	View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR)	1.4	$1.6M	+50%	38k	41.83	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.4	$1.6M	-61%	30k	52.34	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$1.5M	-88%	28k	52.84	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	1.2	$1.4M	-14%	36k	39.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$1.4M	-12%	2.2k	617.85	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	1.1	$1.3M	-6%	18k	74.89	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.9	$1.1M	-5%	40k	27.46	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.9	$1.1M	+13%	34k	31.54	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$1.1M	+123%	21k	50.92	View chart
First Tr Exchange-traded SHS (FDL)	0.9	$989k	+6%	24k	41.87	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.8	$972k	-53%	8.5k	114.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$961k	+101%	20k	49.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$903k	-33%	14k	63.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$886k	-36%	9.7k	91.10	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.7	$803k	-32%	16k	51.45	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.7	$788k	-46%	31k	25.60	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$685k	-3%	7.5k	90.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$670k		6.1k	110.10	View chart
Apple (AAPL)	0.6	$663k	-49%	3.2k	205.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$647k	-9%	3.6k	177.39	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$575k	-8%	16k	35.28	View chart
Abbvie (ABBV)	0.5	$543k	-11%	2.9k	185.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$511k		2.5k	204.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$482k		776.00	620.90	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.4	$449k	NEW	9.7k	46.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$400k	-18%	2.0k	195.42	View chart
Cisco Systems (CSCO)	0.3	$389k	+14%	5.6k	69.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$349k	-36%	614.00	568.03	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$328k	-22%	3.6k	91.73	View chart
Tesla Motors (TSLA)	0.3	$320k	-8%	1.0k	317.66	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.3	$313k	NEW	12k	26.06	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.3	$298k		6.1k	48.65	View chart
3M Company (MMM)	0.2	$261k	-21%	1.7k	152.24	View chart
Microsoft Corporation (MSFT)	0.2	$246k	-79%	494.00	497.41	View chart
Tri-Continental Corporation (TY)	0.2	$240k	-16%	7.6k	31.66	View chart
Boston Scientific Corporation (BSX)	0.2	$240k	-25%	2.2k	107.41	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$205k	NEW	3.4k	61.13	View chart
NVIDIA Corporation (NVDA)	0.2	$203k	-81%	1.3k	157.99	View chart

Past Filings by Priebe Wealth Holdings

SEC 13F filings are viewable for Priebe Wealth Holdings going back to 2023

Priebe Wealth Holdings 2025 Q2 filed July 25, 2025
Priebe Wealth Holdings 2025 Q1 filed April 14, 2025
Priebe Wealth Holdings 2024 Q4 filed Jan. 16, 2025
Priebe Wealth Holdings 2024 Q3 filed Oct. 10, 2024
Priebe Wealth Holdings 2024 Q2 filed July 17, 2024
Priebe Wealth Holdings 2024 Q1 filed April 12, 2024
Priebe Wealth Holdings 2023 Q4 filed Jan. 26, 2024

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