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Private Wealth Asset Management

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

Top 5 stock holdings are IVV, IEMG, IEFA, IJH, AAPL, and represent 33.25% of Private Wealth Asset Management's stock portfolio.
Added to shares of these 10 stocks: WK (+$8.6M), CSRE (+$6.0M), NVDA (+$5.2M), IVV, RLY, SDVY, CRWD, META, AVLC, PTRB.
Started 63 new stock positions in SCHO, TLTW, GRNI, SPMO, PBI, ICSH, SMBS, PLTY, VGSH, UL.
Reduced shares in these 10 stocks: BRK.B, VTIP, VTV, BND, VUG, PDBC, HRL, XOM, CEG, VO.
Sold out of its positions in ADMA, BUD, AstraZeneca, AVY, BRBR, HIMU, GIB, CP, CTMX, DFAI.
Private Wealth Asset Management was a net buyer of stock by $57M.
Private Wealth Asset Management has $919M in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001883006

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Portfolio Holdings for Private Wealth Asset Management

Private Wealth Asset Management holds 1102 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Private Wealth Asset Management has 1102 total positions. Only the first 250 positions are shown.

Sign up to view all of the Private Wealth Asset Management Dec. 31, 2025 positions
Download the Private Wealth Asset Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	10.6	$98M	+3%	142k	684.94	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	6.7	$62M		922k	67.22	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	6.7	$62M		688k	89.46	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.1	$56M		843k	66.00	View chart
Apple (AAPL)	3.2	$29M		107k	271.86	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	3.0	$28M		232k	120.18	View chart
Microsoft Corporation (MSFT)	2.5	$23M	+2%	47k	483.62	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	1.8	$16M	-15%	32k	502.64	View chart
Workiva Inc Com Cl A Com Cl A (WK)	1.6	$15M	+133%	175k	86.25	View chart
Berkshire Hathaway Cl A (BRK.A)	1.6	$15M		20.00	754800.00	View chart
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)	1.6	$15M	-9%	295k	49.46	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	1.6	$14M		163k	88.49	View chart
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)	1.5	$14M	+27%	358k	38.32	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.5	$14M		141k	96.27	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	1.2	$11M		75k	148.69	View chart
Eli Lilly & Co. (LLY)	1.2	$11M		10k	1074.68	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	1.2	$11M	+2%	112k	96.03	View chart
NVIDIA Corporation (NVDA)	1.2	$11M	+95%	57k	186.50	View chart
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)	1.1	$11M		341k	30.93	View chart
JPMorgan Chase & Co. (JPM)	1.0	$9.6M		30k	322.22	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.0	$9.3M	+14%	30k	313.00	View chart
International Business Machines (IBM)	1.0	$8.8M		30k	296.21	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	1.0	$8.8M	-2%	30k	290.22	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.9	$8.5M		35k	246.16	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.9	$8.5M		62k	136.94	View chart
Caterpillar (CAT)	0.9	$7.8M		14k	572.87	View chart
Ea Series Trust Cambria Global Cambria Global (GEW)	0.8	$7.3M	-3%	141k	51.40	View chart
Exxon Mobil Corporation (XOM)	0.8	$7.0M	-4%	59k	120.34	View chart
Aegon Limited Amer Regd Cert Amer Reg 1 Cert (AEG)	0.8	$6.9M		900k	7.71	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.7	$6.8M		106k	64.42	View chart
Amazon (AMZN)	0.7	$6.8M	+24%	29k	230.82	View chart
Deere & Company (DE)	0.7	$6.6M		14k	465.57	View chart
Meta Platforms Inc Class A Cl A (META)	0.7	$6.5M	+52%	9.9k	660.09	View chart
Ssga Active Trust State Street Multi-asset Real Return Etf State Street Mul (RLY)	0.7	$6.3M	+98%	200k	31.45	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	0.7	$6.0M		9.9k	603.28	View chart
Cohen &steers Etf Trust Real Estate Active Etf Real Estate Acti (CSRE)	0.6	$6.0M	NEW	234k	25.51	View chart
Accenture Shs Class A (ACN)	0.6	$5.9M		22k	268.30	View chart
Tidal Trust I Fundstrat Granny Fundstrat Granny (GRNY)	0.6	$5.7M	+24%	231k	24.76	View chart
Abbvie (ABBV)	0.6	$5.4M	+2%	24k	228.49	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.6	$5.3M	-3%	17k	313.80	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.5	$4.8M	-19%	9.9k	487.84	View chart
Home Depot (HD)	0.5	$4.7M		14k	344.10	View chart
Visa Com Cl A (V)	0.5	$4.4M		12k	350.71	View chart
Johnson & Johnson (JNJ)	0.4	$4.0M	+3%	19k	206.95	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.4	$3.8M	+239%	8.2k	468.76	View chart
Chevron Corporation (CVX)	0.4	$3.7M		24k	152.41	View chart
Wal-Mart Stores (WMT)	0.4	$3.6M		33k	111.41	View chart
Tidal Trust I Foliobeyond Alternative Income And Interest Rate Hedge Etf Foliobeyond Alte (RISR)	0.4	$3.5M	+46%	98k	36.11	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.4	$3.5M	-3%	42k	84.64	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.4	$3.5M		5.7k	614.32	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.4	$3.4M	+4%	24k	141.05	View chart
Procter & Gamble Company (PG)	0.4	$3.2M		23k	143.31	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.3	$3.2M	-31%	17k	190.99	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$3.1M		25k	123.26	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Nasdaq Cyb Etf (CIBR)	0.3	$3.0M	+67%	43k	71.45	View chart
Union Pacific Corporation (UNP)	0.3	$2.9M	+13%	13k	231.32	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.3	$2.9M	+3%	46k	62.47	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$2.8M	+19%	28k	99.88	View chart
Broadcom (AVGO)	0.3	$2.7M	+32%	7.8k	346.10	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.6M	+3%	14k	183.40	View chart
Wells Fargo & Company (WFC)	0.3	$2.6M		28k	93.20	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.3	$2.4M	+10%	3.5k	681.92	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.3	$2.3M		43k	53.76	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.3	$2.3M		5.8k	396.31	View chart
Pgim Etf Tr Total Return Bon Total Return Bon (PTRB)	0.2	$2.3M	+1596%	54k	42.04	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.2	$2.3M	-4%	7.0k	323.01	View chart
Avantis U S Large Cap Equity Etf Avantis Us Larg (AVLC)	0.2	$2.2M	NEW	28k	78.62	View chart
Philip Morris International (PM)	0.2	$2.2M		13k	160.40	View chart
McDonald's Corporation (MCD)	0.2	$2.2M	+4%	7.0k	305.63	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.2	$2.1M		39k	54.71	View chart
First Tr Exchange-traded Fd Wcm Intl Equity Wcm Intl Equity (WCMI)	0.2	$2.1M	+2087%	123k	17.01	View chart
Blackrock (BLK)	0.2	$2.0M		1.9k	1070.15	View chart
Bank of America Corporation (BAC)	0.2	$2.0M	-2%	37k	55.00	View chart
Eaton Corporation SHS (ETN)	0.2	$2.0M		6.2k	318.51	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$1.9M		9.1k	212.07	View chart
AFLAC Incorporated (AFL)	0.2	$1.9M		17k	110.27	View chart
Merck & Co (MRK)	0.2	$1.8M		18k	105.26	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.2	$1.8M	+110%	13k	143.97	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.8M		3.1k	579.45	View chart
Us Bancorp Com New (USB)	0.2	$1.8M		33k	53.36	View chart
Sherwin-Williams Company (SHW)	0.2	$1.8M		5.4k	324.01	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$1.8M		15k	113.92	View chart
Cisco Systems (CSCO)	0.2	$1.7M	+8%	23k	77.03	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.2	$1.7M	+23%	21k	81.17	View chart
Honeywell International (HON)	0.2	$1.7M	+7%	8.5k	195.09	View chart
Abbott Laboratories (ABT)	0.2	$1.6M		13k	125.29	View chart
Emerson Electric (EMR)	0.2	$1.6M	+5%	12k	132.72	View chart
PNC Financial Services (PNC)	0.2	$1.6M		7.6k	208.73	View chart
UnitedHealth (UNH)	0.2	$1.5M		4.7k	330.11	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$1.5M	-13%	3.2k	473.30	View chart
First Tr Exchange Traded Fd Iii First Tr Pfd Secs & Income Etf Pfd Secs Inc Etf (FPE)	0.2	$1.5M	+1472%	82k	18.22	View chart
Aon Plc Shs Cl A Com Usd0.01 Shs Cl A (AON)	0.2	$1.5M		4.2k	352.88	View chart
Pepsi (PEP)	0.2	$1.5M		10k	143.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.2	$1.5M	-49%	20k	74.07	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$1.5M	+8%	2.6k	570.88	View chart
Automatic Data Processing (ADP)	0.2	$1.5M		5.6k	257.24	View chart
Goldman Sachs (GS)	0.2	$1.4M		1.6k	879.00	View chart
Coca-Cola Company (KO)	0.2	$1.4M		21k	69.91	View chart
American Express Company (AXP)	0.2	$1.4M		3.8k	369.95	View chart
Invesco Actvely Mngd Etc Fd Tr Optimum Yield Optimum Yield (PDBC)	0.2	$1.4M	-20%	106k	13.25	View chart
Netflix (NFLX)	0.1	$1.4M	+3092%	15k	93.76	View chart
Norfolk Southern (NSC)	0.1	$1.4M		4.7k	288.72	View chart
Gra (GGG)	0.1	$1.4M		17k	81.97	View chart
Rockwell Automation (ROK)	0.1	$1.3M		3.4k	389.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M		2.8k	483.67	View chart
Vanguard Scottsdale Funds Vanguard Russ3000 Idx Fd Etf Vng Rus3000idx (VTHR)	0.1	$1.3M		4.4k	300.33	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.1	$1.3M		14k	96.88	View chart
3M Company (MMM)	0.1	$1.3M		8.1k	160.10	View chart
Uber Technologies (UBER)	0.1	$1.3M	+427%	16k	81.71	View chart
TJX Companies (TJX)	0.1	$1.3M		8.2k	153.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.2M	+532%	25k	49.65	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$1.2M	-5%	11k	107.11	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.1	$1.2M	+2%	17k	71.41	View chart
Avantis International Large Cap Val Etf International Lr (AVIV)	0.1	$1.2M	NEW	17k	71.23	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+48%	2.6k	449.72	View chart
Altria (MO)	0.1	$1.2M		21k	57.66	View chart
Travelers Companies (TRV)	0.1	$1.2M		4.1k	290.06	View chart
General Dynamics Corporation (GD)	0.1	$1.1M		3.4k	336.62	View chart
Hldgs (UAL)	0.1	$1.1M		10k	111.82	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.1	$1.1M	+4%	6.1k	181.21	View chart
Target Corporation (TGT)	0.1	$1.1M	-4%	11k	97.75	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.1	$1.1M	+207%	3.2k	335.27	View chart
Cme (CME)	0.1	$1.1M		3.9k	273.08	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	0.1	$1.0M		14k	73.56	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)	0.1	$974k	-14%	5.1k	191.56	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.1	$974k	-4%	7.4k	131.59	View chart
Colgate-Palmolive Company (CL)	0.1	$962k		12k	79.02	View chart
Public Service Enterprise (PEG)	0.1	$940k		12k	80.30	View chart
Bristol Myers Squibb (BMY)	0.1	$921k		17k	53.94	View chart
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf State Street Ene (XLE)	0.1	$915k	+99%	21k	44.71	View chart
Corteva (CTVA)	0.1	$905k		14k	67.03	View chart
Oracle Corporation (ORCL)	0.1	$887k	+11%	4.6k	194.91	View chart
Pfizer (PFE)	0.1	$857k	+3%	34k	24.90	View chart
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.1	$839k		15k	54.77	View chart
Ishares China Large-cap Etf China Lg-cap Etf (FXI)	0.1	$800k	-21%	21k	38.29	View chart
J P Morgan Exchange Traded Fd Equity Premium Equity Premium (JEPI)	0.1	$783k	+69%	14k	57.24	View chart
At&t (T)	0.1	$768k	-23%	31k	24.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.1	$767k	-6%	15k	50.29	View chart
Advanced Micro Devices (AMD)	0.1	$765k		3.6k	214.16	View chart
Schwab Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$762k	-2%	23k	32.62	View chart
Goldman Sachs Etf Tr Activebeta Int Activebeta Int (GSIE)	0.1	$757k		18k	42.94	View chart
Ge Vernova (GEV)	0.1	$748k	+229%	1.1k	653.57	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$743k	-2%	14k	53.83	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.1	$728k		1.2k	627.13	View chart
Arista Networks Com Shs (ANET)	0.1	$725k	-5%	5.5k	131.03	View chart
Casey's General Stores (CASY)	0.1	$698k		1.3k	552.71	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.1	$695k	+71%	3.9k	177.75	View chart
Stryker Corporation (SYK)	0.1	$695k		2.0k	351.51	View chart
Allstate Corporation (ALL)	0.1	$686k		3.3k	208.15	View chart
Hormel Foods Corporation (HRL)	0.1	$681k	-31%	29k	23.70	View chart
Tractor Supply Company (TSCO)	0.1	$638k		13k	50.01	View chart
Ge Aerospace Com New (GE)	0.1	$632k		2.1k	308.03	View chart
McKesson Corporation (MCK)	0.1	$620k		756.00	820.29	View chart
Walt Disney Company (DIS)	0.1	$608k	-3%	5.3k	113.77	View chart
Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf State Street Spd (SPSB)	0.1	$607k		20k	30.20	View chart
Northrop Grumman Corporation (NOC)	0.1	$595k		1.0k	570.21	View chart
Costco Wholesale Corporation (COST)	0.1	$587k		681.00	861.80	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	0.1	$577k		2.2k	257.95	View chart
Novartis Sponsored Adr (NVS)	0.1	$569k		4.1k	137.87	View chart
American Tower Reit (AMT)	0.1	$555k		3.2k	175.57	View chart
Goldman Sachs Etf Tr Activebeta Us Lg Activebeta Us Lg (GSLC)	0.1	$543k	-10%	4.1k	132.37	View chart
Carrier Global Corporation (CARR)	0.1	$543k		10k	52.84	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.1	$539k	+2246%	21k	26.23	View chart
Sitime Corp (SITM)	0.1	$530k		1.5k	353.19	View chart
Verizon Communications (VZ)	0.1	$521k	-18%	13k	40.73	View chart
S&p Global (SPGI)	0.1	$518k	-2%	991.00	522.59	View chart
Booking Holdings (BKNG)	0.1	$503k		94.00	5355.33	View chart
Ecolab (ECL)	0.1	$502k		1.9k	262.56	View chart
Professionally Managed Portfolios Akre Focus Etf Akre Focus Etf (AKRE)	0.1	$494k	NEW	7.5k	65.51	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.1	$493k		4.0k	121.75	View chart
Qualcomm (QCOM)	0.1	$489k	+3%	2.9k	171.05	View chart
Bitwise 10 Crypto Index Fd Unit Beneficial Unit Beneficial (BITW)	0.1	$480k	NEW	8.2k	58.76	View chart
Waste Management (WM)	0.1	$476k	-16%	2.2k	219.71	View chart
Illinois Tool Works (ITW)	0.1	$475k	-24%	1.9k	246.30	View chart
CVS Caremark Corporation (CVS)	0.1	$465k		5.9k	79.36	View chart
Lam Research Corp Com New (LRCX)	0.1	$463k	-5%	2.7k	171.18	View chart
Gilead Sciences (GILD)	0.0	$458k		3.7k	122.74	View chart
Boeing Company (BA)	0.0	$445k	+15%	2.0k	217.12	View chart
NetApp (NTAP)	0.0	$439k	-10%	4.1k	107.09	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.0	$431k		3.1k	141.16	View chart
Ameriprise Financial (AMP)	0.0	$431k		878.00	490.34	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.0	$426k	-9%	1.9k	219.78	View chart
Fastenal Company (FAST)	0.0	$416k		10k	40.13	View chart
Applied Materials (AMAT)	0.0	$411k	+26%	1.6k	256.95	View chart
SYSCO Corporation (SYY)	0.0	$409k		5.5k	73.69	View chart
Comcast Corp Cl A (CMCSA)	0.0	$408k	-36%	14k	29.89	View chart
Newmont Mining Corporation (NEM)	0.0	$407k		4.1k	99.85	View chart
AvalonBay Communities (AVB)	0.0	$406k		2.2k	181.31	View chart
Clorox Company (CLX)	0.0	$403k	-23%	4.0k	100.83	View chart
Otis Worldwide Corp (OTIS)	0.0	$396k		4.5k	87.35	View chart
Adobe Systems Incorporated (ADBE)	0.0	$394k	-7%	1.1k	349.99	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$393k	-19%	4.0k	99.19	View chart
Avantis Emerging Markets Equity Etf Avantis Emgmkt (AVEM)	0.0	$393k	NEW	5.1k	77.02	View chart
Constellation Energy (CEG)	0.0	$381k	-40%	1.1k	353.27	View chart
AutoZone (AZO)	0.0	$380k		112.00	3391.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm S&p 500 Momntm (SPMO)	0.0	$374k	NEW	3.1k	119.32	View chart
Analog Devices (ADI)	0.0	$374k		1.4k	271.12	View chart
Lowe's Companies (LOW)	0.0	$370k	-14%	1.5k	241.17	View chart
Select Sector Spdr Trust State Street Materials Select Sector Spdr Etf State Street Mat (XLB)	0.0	$360k	+100%	7.9k	45.35	View chart
Te Connectivity Plc Com Usd0.01 Ord Shs (TEL)	0.0	$359k		1.6k	227.51	View chart
Neos Etf Trust Neos S&p 500 Hi Neos S&p 500 Hi (SPYI)	0.0	$355k	+6657%	6.8k	52.53	View chart
Intercontinental Exchange (ICE)	0.0	$351k		2.2k	161.96	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.0	$350k		1.1k	314.80	View chart
NVR (NVR)	0.0	$350k		48.00	7292.77	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$340k	+9%	1.9k	177.53	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.0	$339k	-8%	2.2k	155.12	View chart
Williams-Sonoma (WSM)	0.0	$338k		1.9k	178.59	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.0	$336k	+56%	1.1k	303.89	View chart
Amgen (AMGN)	0.0	$334k		1.0k	327.31	View chart
Marsh & McLennan Companies	0.0	$334k		1.8k	185.52	View chart
Texas Instruments Incorporated (TXN)	0.0	$326k	+51%	1.9k	173.49	View chart
Nextera Energy (NEE)	0.0	$322k		4.0k	80.28	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.0	$321k		2.2k	143.52	View chart
Southern Company (SO)	0.0	$315k	-4%	3.6k	87.20	View chart
CSX Corporation (CSX)	0.0	$312k		8.6k	36.25	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf State Street Uti (XLU)	0.0	$306k	+100%	7.2k	42.69	View chart
QCR Holdings (QCRH)	0.0	$304k		3.7k	83.30	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.0	$303k	+19%	1.2k	250.31	View chart
Kla Corp Com New (KLAC)	0.0	$301k		248.00	1215.08	View chart
Spdr Series Trust State Street Portfolio S&p 500 Growth Etf State Street Spd (SPYG)	0.0	$301k		2.8k	106.70	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.0	$299k	-14%	2.8k	106.70	View chart
Ishares Tr Broad Usd High Broad Usd High (USHY)	0.0	$296k		7.9k	37.40	View chart
Anthem (ELV)	0.0	$295k		842.00	350.55	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$293k		2.1k	141.14	View chart
Blackrock Science &technology SHS (BST)	0.0	$292k	NEW	7.2k	40.54	View chart
Etfis Ser Tr I Virtus Infrcap Virtus Infrcap (PFFA)	0.0	$284k	NEW	13k	21.55	View chart
General Mills (GIS)	0.0	$281k	-19%	6.0k	46.50	View chart
Paychex (PAYX)	0.0	$280k	-8%	2.5k	112.17	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Com Ben Shs (PDO)	0.0	$276k	NEW	20k	13.84	View chart
Monster Beverage Corp (MNST)	0.0	$275k		3.6k	76.67	View chart
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE)	0.0	$274k		1.5k	177.37	View chart
Boston Scientific Corporation (BSX)	0.0	$273k	-5%	2.9k	95.35	View chart
Palo Alto Networks (PANW)	0.0	$273k		1.5k	184.20	View chart
Chubb (CB)	0.0	$271k	+2%	868.00	311.97	View chart
Tidal Trust Ii Yieldmax Pltr Op Yieldmax Pltr Op (PLTY)	0.0	$262k	NEW	5.1k	51.55	View chart
Davis Fundamental Etf Tr Select International Etf Selct Intl Etf (DINT)	0.0	$257k		9.0k	28.50	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$253k	NEW	24k	10.72	View chart
Intuitive Surgical Com New (ISRG)	0.0	$252k		445.00	566.36	View chart
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem Nasdaq Eqt Prem (JEPQ)	0.0	$251k	NEW	4.3k	58.12	View chart
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	0.0	$250k	+128%	2.1k	119.41	View chart
Ishares Tr Us Consum Discre Us Consum Discre (IYC)	0.0	$248k		2.4k	103.13	View chart
Schwab Strategic Tr 5 10yr Corp Bd 5 10yr Corp Bd (SCHI)	0.0	$243k	NEW	11k	22.97	View chart
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.0	$239k		5.1k	46.81	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.0	$234k		1.2k	198.62	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$226k	NEW	19k	12.02	View chart
Intel Corporation (INTC)	0.0	$224k		6.1k	36.90	View chart
AGCO Corporation (AGCO)	0.0	$220k		2.1k	104.32	View chart
Avantis Us Equity Etf Us Eqt Etf (AVUS)	0.0	$218k		2.0k	111.78	View chart
Kraft Heinz (KHC)	0.0	$218k		9.0k	24.25	View chart
Martin Marietta Materials (MLM)	0.0	$214k	+697%	343.00	622.66	View chart

Past Filings by Private Wealth Asset Management

SEC 13F filings are viewable for Private Wealth Asset Management going back to 2025

Private Wealth Asset Management 2025 Q4 filed Feb. 10, 2026
Private Wealth Asset Management 2025 Q3 filed Nov. 3, 2025
Private Wealth Asset Management 2025 Q2 filed July 28, 2025

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