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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, IEFA, IEMG, IJH, IJR, and represent 32.86% of Private Wealth Asset Management's stock portfolio.
Added to shares of these 10 stocks: CSRE (+$6.2M), SDVY (+$6.0M), RLY (+$6.0M), AVIV, IEFA, FPE, AVLC, IJR, AVEM, RISR.
Started 60 new stock positions in SHYM, JMHI, SNDA, VT, WYNN, FIVA, QQQI, PIPR, DELL, PFLD.
Reduced shares in these 10 stocks: IEMG, VTIP, AMZN, BND, WK, GEW, FXI, VNQ, VUG, META.
Sold out of its positions in ANF, ACEL, ADUS, AEIS, A, ABNB, AGI, ALB, AA, ALGT.
Private Wealth Asset Management was a net buyer of stock by $31M.
Private Wealth Asset Management has $935M in assets under management (AUM), dropping by 1.75%.
Central Index Key (CIK): 0001883006

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Portfolio Holdings for Private Wealth Asset Management

Private Wealth Asset Management holds 923 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Private Wealth Asset Management has 923 total positions. Only the first 250 positions are shown.

Sign up to view all of the Private Wealth Asset Management March 31, 2026 positions
Download the Private Wealth Asset Management March 2026 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)	10.1	$94M		144k	653.21	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	6.9	$65M	+4%	717k	90.53	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	6.4	$60M	-6%	865k	69.75	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.1	$57M		844k	67.53	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	3.3	$31M	+7%	248k	124.31	View chart
Apple (AAPL)	3.1	$29M	+5%	113k	253.79	View chart
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)	2.2	$20M	+42%	511k	39.43	View chart
Microsoft Corporation (MSFT)	1.8	$17M		46k	370.17	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	1.7	$16M		33k	479.19	View chart
Berkshire Hathaway Cl A (BRK.A)	1.6	$15M	+5%	21.00	718140.00	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	1.5	$14M	-5%	154k	88.70	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.5	$14M		141k	97.23	View chart
Ssga Active Trust State Street Multi-asset Real Return Etf State Street Mul (RLY)	1.4	$13M	+82%	366k	36.15	View chart
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)	1.4	$13M	-11%	262k	49.95	View chart
Cohen &steers Etf Trust Real Estate Active Etf Real Estate Acti (CSRE)	1.3	$12M	+100%	469k	26.28	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	1.2	$11M	+2%	77k	142.43	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	1.2	$11M		113k	97.13	View chart
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)	1.2	$11M		340k	31.84	View chart
Exxon Mobil Corporation (XOM)	1.1	$10M	+3%	61k	169.66	View chart
Caterpillar (CAT)	1.1	$9.9M		14k	708.46	View chart
Eli Lilly & Co. (LLY)	1.0	$9.6M		11k	919.77	View chart
NVIDIA Corporation (NVDA)	1.0	$9.6M	-3%	55k	174.40	View chart
Workiva Inc Com Cl A Com Cl A (WK)	1.0	$9.4M	-9%	158k	59.63	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.0	$8.9M	+3%	31k	287.56	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.9	$8.6M	+8%	67k	128.12	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.9	$8.5M		34k	248.00	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	0.9	$8.4M	-3%	29k	287.18	View chart
JPMorgan Chase & Co. (JPM)	0.9	$8.3M	-5%	28k	294.16	View chart
Deere & Company (DE)	0.9	$8.1M		14k	563.30	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.8	$7.2M		106k	68.14	View chart
International Business Machines (IBM)	0.8	$7.2M		30k	242.39	View chart
Tidal Trust I Fundstrat Granny Fundstrat Granny (GRNY)	0.7	$6.6M	+19%	277k	23.87	View chart
Aegon Limited Amer Regd Cert Amer Reg 1 Cert (AEG)	0.7	$6.5M		900k	7.26	View chart
Ea Series Trust Cambria Global Cambria Global (GEW)	0.7	$6.1M	-14%	121k	50.43	View chart
State Street Spdr S&p Midcap 400 Etf Trust Units Utser1 S&pdcrp (MDY)	0.6	$6.0M	-2%	9.7k	616.76	View chart
Abbvie (ABBV)	0.6	$5.4M	+4%	25k	217.49	View chart
Tidal Trust I Foliobeyond Alternative Income And Interest Rate Hedge Etf Foliobeyond Alte (RISR)	0.6	$5.3M	+49%	147k	36.22	View chart
Meta Platforms Inc Class A Cl A (META)	0.6	$5.2M	-8%	9.0k	572.13	View chart
Chevron Corporation (CVX)	0.5	$5.1M		25k	206.90	View chart
Johnson & Johnson (JNJ)	0.5	$4.9M	+3%	20k	244.44	View chart
Home Depot (HD)	0.5	$4.8M	+6%	15k	328.89	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.5	$4.8M		17k	286.86	View chart
Amazon (AMZN)	0.5	$4.7M	-23%	23k	208.27	View chart
Avantis International Large Cap Val Etf International Lr (AVIV)	0.5	$4.4M	+251%	59k	74.83	View chart
Avantis U S Large Cap Equity Etf Avantis Us Larg (AVLC)	0.5	$4.3M	+97%	56k	77.55	View chart
Accenture Shs Class A (ACN)	0.4	$4.2M	-4%	21k	198.29	View chart
Wal-Mart Stores (WMT)	0.4	$4.0M		33k	124.28	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.4	$3.8M	-11%	8.7k	436.77	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Nasdaq Cyb Etf (CIBR)	0.4	$3.7M	+39%	60k	62.68	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.4	$3.7M	+2%	43k	86.64	View chart
First Tr Exchange Traded Fd Iii First Tr Pfd Secs & Income Etf Pfd Secs Inc Etf (FPE)	0.4	$3.7M	+150%	206k	17.75	View chart
First Tr Exchange-traded Fd Wcm Intl Equity Wcm Intl Equity (WCMI)	0.4	$3.6M	+76%	217k	16.77	View chart
Visa Com Cl A (V)	0.4	$3.6M	-3%	12k	302.25	View chart
Pgim Etf Tr Total Return Bon Total Return Bon (PTRB)	0.4	$3.6M	+59%	86k	41.51	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.4	$3.5M		24k	145.74	View chart
Procter & Gamble Company (PG)	0.3	$3.2M		22k	144.44	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.3	$3.1M	-4%	5.4k	577.19	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.3	$3.1M	-6%	16k	196.20	View chart
Union Pacific Corporation (UNP)	0.3	$3.0M		13k	242.62	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.3	$3.0M		46k	64.08	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$2.9M		25k	113.11	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.8M		15k	192.90	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$2.8M		28k	99.27	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.3	$2.8M	-13%	7.1k	390.41	View chart
Broadcom (AVGO)	0.3	$2.7M	+11%	8.7k	309.51	View chart
Merck & Co (MRK)	0.3	$2.3M	+11%	20k	120.29	View chart
Avantis Emerging Markets Equity Etf Avantis Emgmkt (AVEM)	0.2	$2.3M	+467%	29k	80.58	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	0.2	$2.3M		3.5k	650.34	View chart
Philip Morris International (PM)	0.2	$2.2M		13k	165.34	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.2	$2.2M	-11%	5.2k	430.29	View chart
Eaton Corporation SHS (ETN)	0.2	$2.2M		6.2k	357.67	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.2	$2.2M		7.0k	313.81	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.2	$2.2M	-7%	40k	54.05	View chart
Wells Fargo & Company (WFC)	0.2	$2.2M	-2%	27k	79.61	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	-2%	6.9k	310.79	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.2	$2.1M	-2%	38k	56.79	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$1.9M		9.1k	211.15	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.2	$1.9M	+14%	14k	132.90	View chart
Invesco Actvely Mngd Etc Fd Tr Optimum Yield Optimum Yield (PDBC)	0.2	$1.9M		108k	17.32	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$1.9M	+8%	17k	111.37	View chart
AFLAC Incorporated (AFL)	0.2	$1.8M		17k	109.71	View chart
Blackrock (BLK)	0.2	$1.8M		1.9k	961.54	View chart
Honeywell International (HON)	0.2	$1.8M	-4%	8.1k	226.03	View chart
Cisco Systems (CSCO)	0.2	$1.8M		23k	77.59	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.2	$1.8M	-7%	20k	88.16	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$1.7M	+26%	4.1k	426.40	View chart
Us Bancorp Com New (USB)	0.2	$1.7M		33k	52.01	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.7M		2.7k	604.39	View chart
Sherwin-Williams Company (SHW)	0.2	$1.6M	-5%	5.1k	320.53	View chart
Pepsi (PEP)	0.2	$1.6M		11k	155.30	View chart
Bank of America Corporation (BAC)	0.2	$1.6M	-10%	33k	48.75	View chart
Coca-Cola Company (KO)	0.2	$1.6M		21k	76.05	View chart
Emerson Electric (EMR)	0.2	$1.6M		12k	131.02	View chart
PNC Financial Services (PNC)	0.2	$1.6M		7.6k	208.09	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.5M		3.1k	491.53	View chart
Gra (GGG)	0.1	$1.4M		17k	84.65	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	+3%	14k	102.67	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.1	$1.4M	+10%	19k	74.35	View chart
Aon Plc Shs Cl A Com Usd0.01 Shs Cl A (AON)	0.1	$1.4M		4.2k	322.78	View chart
Norfolk Southern (NSC)	0.1	$1.3M		4.7k	287.00	View chart
Altria (MO)	0.1	$1.3M		20k	65.99	View chart
TJX Companies (TJX)	0.1	$1.3M		8.3k	159.70	View chart
Automatic Data Processing (ADP)	0.1	$1.3M	+15%	6.5k	203.18	View chart
Target Corporation (TGT)	0.1	$1.3M	-6%	11k	121.20	View chart
Vanguard Scottsdale Funds Vanguard Russ3000 Idx Fd Etf Vng Rus3000idx (VTHR)	0.1	$1.3M		4.4k	287.57	View chart
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf State Street Ene (XLE)	0.1	$1.3M		21k	61.26	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$1.2M	-3%	2.5k	499.66	View chart
Rockwell Automation (ROK)	0.1	$1.2M		3.4k	358.88	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.1	$1.2M	+5%	6.5k	189.59	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.1	$1.2M	-11%	12k	100.62	View chart
Netflix (NFLX)	0.1	$1.2M	-13%	13k	96.15	View chart
UnitedHealth (UNH)	0.1	$1.2M	-4%	4.4k	270.59	View chart
Travelers Companies (TRV)	0.1	$1.2M		4.1k	291.68	View chart
3M Company (MMM)	0.1	$1.2M		8.2k	145.23	View chart
General Dynamics Corporation (GD)	0.1	$1.2M		3.4k	343.18	View chart
Cme (CME)	0.1	$1.2M		4.0k	295.35	View chart
American Express Company (AXP)	0.1	$1.1M		3.8k	302.48	View chart
Corteva (CTVA)	0.1	$1.1M		14k	83.71	View chart
Ge Vernova (GEV)	0.1	$1.1M	+13%	1.3k	872.90	View chart
Goldman Sachs (GS)	0.1	$1.1M	-20%	1.3k	845.99	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	0.1	$1.1M		14k	75.10	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	+2%	18k	60.65	View chart
Colgate-Palmolive Company (CL)	0.1	$1.0M		12k	85.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.0M	+7%	26k	38.42	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.1	$1.0M	-3%	3.1k	320.81	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$996k	-15%	9.4k	106.15	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)	0.1	$976k		5.1k	191.92	View chart
Pfizer (PFE)	0.1	$949k		34k	28.08	View chart
Public Service Enterprise (PEG)	0.1	$948k		12k	80.95	View chart
Hldgs (UAL)	0.1	$921k		10k	92.07	View chart
Casey's General Stores (CASY)	0.1	$901k		1.2k	727.86	View chart
At&t (T)	0.1	$895k		31k	28.99	View chart
Uber Technologies (UBER)	0.1	$880k	-21%	12k	71.93	View chart
Allstate Corporation (ALL)	0.1	$861k	+25%	4.2k	207.34	View chart
Advanced Micro Devices (AMD)	0.1	$857k	+17%	4.2k	203.43	View chart
Northrop Grumman Corporation (NOC)	0.1	$849k	+19%	1.2k	682.24	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.1	$848k	-13%	6.4k	132.50	View chart
Jp Morgan Etf Trust High Yield Municipal Etf Usd High Yield Muni (JMHI)	0.1	$828k	NEW	17k	49.83	View chart
J P Morgan Exchange Traded Fd Equity Premium Equity Premium (JEPI)	0.1	$780k		14k	56.68	View chart
Oracle Corporation (ORCL)	0.1	$764k	+14%	5.2k	147.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.1	$761k		15k	49.89	View chart
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.1	$756k		15k	49.37	View chart
Goldman Sachs Etf Tr Activebeta Int Activebeta Int (GSIE)	0.1	$720k	-5%	17k	43.13	View chart
Bitwise 10 Crypto Index Fd Unit Beneficial Unit Beneficial (BITW)	0.1	$698k	+91%	16k	44.61	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.1	$693k		1.2k	597.55	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$686k	-13%	12k	57.64	View chart
Schwab Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$680k		23k	29.13	View chart
Arista Networks Com Shs (ANET)	0.1	$678k		5.5k	122.78	View chart
Tesla Motors (TSLA)	0.1	$678k	-30%	1.8k	371.75	View chart
Hormel Foods Corporation (HRL)	0.1	$651k		29k	22.65	View chart
Stryker Corporation (SYK)	0.1	$649k		2.0k	328.63	View chart
Verizon Communications (VZ)	0.1	$633k		13k	50.20	View chart
Novartis Sponsored Adr (NVS)	0.1	$630k		4.1k	152.75	View chart
Carrier Global Corporation (CARR)	0.1	$578k		10k	56.31	View chart
Ge Aerospace Com New (GE)	0.1	$578k		2.0k	283.77	View chart
McKesson Corporation (MCK)	0.1	$576k	-12%	665.00	865.36	View chart
Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf State Street Spd (SPSB)	0.1	$571k	-5%	19k	30.07	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.1	$570k		3.9k	146.28	View chart
Lam Research Corp Com New (LRCX)	0.1	$567k		2.7k	213.66	View chart
Tractor Supply Company (TSCO)	0.1	$557k	-3%	12k	45.30	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	0.1	$534k	-8%	2.0k	261.92	View chart
Gilead Sciences (GILD)	0.1	$519k		3.7k	139.37	View chart
Sitime Corp (SITM)	0.1	$518k		1.5k	345.35	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.1	$516k		21k	25.10	View chart
Walt Disney Company (DIS)	0.1	$515k		5.3k	96.38	View chart
Illinois Tool Works (ITW)	0.1	$515k	+2%	2.0k	260.29	View chart
Ecolab (ECL)	0.1	$509k		1.9k	266.06	View chart
Applied Materials (AMAT)	0.1	$492k	-9%	1.4k	341.74	View chart
Qualcomm (QCOM)	0.1	$484k	+31%	3.8k	128.78	View chart
Waste Management (WM)	0.1	$475k	-4%	2.1k	229.79	View chart
Ishares High Yield Muni Income Active Etf Short Duration H (SHYM)	0.1	$473k	NEW	22k	22.02	View chart
Goldman Sachs Etf Tr Activebeta Us Lg Activebeta Us Lg (GSLC)	0.0	$466k	-9%	3.7k	125.13	View chart
Boeing Company (BA)	0.0	$458k	+12%	2.3k	199.03	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.0	$444k		4.0k	109.69	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.0	$441k		3.1k	144.71	View chart
Costco Wholesale Corporation (COST)	0.0	$439k	-35%	441.00	995.46	View chart
Analog Devices (ADI)	0.0	$438k		1.4k	318.05	View chart
Newmont Mining Corporation (NEM)	0.0	$437k		4.0k	108.25	View chart
Nextera Energy (NEE)	0.0	$435k	+16%	4.7k	92.88	View chart
Texas Instruments Incorporated (TXN)	0.0	$430k	+17%	2.2k	194.14	View chart
CVS Caremark Corporation (CVS)	0.0	$427k		6.0k	71.82	View chart
Ishares Tr Broad Usd High Broad Usd High (USHY)	0.0	$426k	+46%	12k	36.84	View chart
S&p Global (SPGI)	0.0	$421k		990.00	425.34	View chart
Clorox Company (CLX)	0.0	$415k		4.0k	103.63	View chart
American Tower Reit (AMT)	0.0	$399k	-26%	2.3k	172.58	View chart
Professionally Managed Portfolios Akre Focus Etf Akre Focus Etf (AKRE)	0.0	$399k		7.5k	52.85	View chart
Select Sector Spdr Trust State Street Materials Select Sector Spdr Etf State Street Mat (XLB)	0.0	$396k		7.9k	49.97	View chart
Booking Holdings (BKNG)	0.0	$396k		94.00	4210.32	View chart
SYSCO Corporation (SYY)	0.0	$396k		5.5k	71.33	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.0	$391k	-6%	1.8k	215.06	View chart
Ameriprise Financial (AMP)	0.0	$390k		877.00	444.40	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$384k		3.9k	98.38	View chart
Comcast Corp Cl A (CMCSA)	0.0	$384k	-2%	13k	28.71	View chart
United Sts Oil Fd Lp Units Units (USO)	0.0	$382k		3.0k	127.25	View chart
AutoZone (AZO)	0.0	$378k		112.00	3377.78	View chart
Fastenal Company (FAST)	0.0	$374k	-22%	8.1k	46.40	View chart
Marsh & McLennan Companies (MRSH)	0.0	$373k	+19%	2.2k	173.45	View chart
QCR Holdings (QCRH)	0.0	$367k	+17%	4.3k	85.45	View chart
Amgen (AMGN)	0.0	$366k		1.0k	351.85	View chart
Kla Corp Com New (KLAC)	0.0	$364k		247.00	1472.41	View chart
Vanguard Municipal Bond Funds Core Tax Exempt Bond Etf Core Tax Exempt (VCRM)	0.0	$362k	+98%	4.8k	75.15	View chart
Lowe's Companies (LOW)	0.0	$362k		1.5k	236.29	View chart
Southern Company (SO)	0.0	$356k	+2%	3.7k	96.52	View chart
Otis Worldwide Corp (OTIS)	0.0	$349k		4.5k	77.08	View chart
Neos Etf Trust Neos S&p 500 Hi Neos S&p 500 Hi (SPYI)	0.0	$344k	+3%	7.0k	49.37	View chart
Intercontinental Exchange (ICE)	0.0	$340k		2.2k	157.28	View chart
NetApp (NTAP)	0.0	$338k	-19%	3.3k	102.39	View chart
Te Connectivity Plc Com Usd0.01 Ord Shs (TEL)	0.0	$337k	+2%	1.6k	209.02	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.0	$332k		1.1k	298.85	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.0	$331k		2.2k	148.10	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf State Street Uti (XLU)	0.0	$329k		7.2k	45.89	View chart
AvalonBay Communities (AVB)	0.0	$325k	-11%	2.0k	163.35	View chart
Invesco Db Multi-sector Commod Oil Oil Fd (DBO)	0.0	$322k		16k	19.67	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$318k		1.9k	164.57	View chart
CSX Corporation (CSX)	0.0	$317k	-10%	7.7k	41.05	View chart
NVR (NVR)	0.0	$316k		48.00	6589.83	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$314k		2.1k	151.41	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.0	$307k	-18%	907.00	337.95	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.0	$302k	-14%	1.9k	161.73	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.0	$299k		2.8k	106.50	View chart
Chubb (CB)	0.0	$288k		883.00	325.77	View chart
Spdr Series Trust State Street S&p Oil & Gas Exploration & Production Etf State Street Spd (XOP)	0.0	$288k		1.6k	181.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.0	$283k	-80%	3.8k	73.64	View chart
Spdr Series Trust State Street Portfolio S&p 500 Growth Etf State Street Spd (SPYG)	0.0	$277k		2.8k	97.91	View chart
Etfis Ser Tr I Virtus Infrcap Virtus Infrcap (PFFA)	0.0	$275k	+2%	14k	20.36	View chart
Blackrock Science &technology SHS (BST)	0.0	$275k	+4%	7.6k	36.35	View chart
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE)	0.0	$272k	-4%	1.5k	184.28	View chart
Williams-Sonoma (WSM)	0.0	$272k	-21%	1.5k	182.33	View chart
Valaris Ltd Com Usd0.40 Cl A (VAL)	0.0	$270k		2.8k	98.04	View chart
Monster Beverage Corp (MNST)	0.0	$268k	+3%	3.7k	72.46	View chart
Intel Corporation (INTC)	0.0	$267k		6.0k	44.13	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Com Ben Shs (PDO)	0.0	$265k	+2%	21k	12.93	View chart
Slb Limited Trading Com Stk (SLB)	0.0	$258k		5.0k	51.39	View chart
Palo Alto Networks (PANW)	0.0	$252k	+6%	1.6k	160.32	View chart
Anthem (ELV)	0.0	$247k		842.00	292.75	View chart
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem Nasdaq Eqt Prem (JEPQ)	0.0	$246k	+2%	4.4k	55.52	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$245k	+3%	24k	10.03	View chart
AGCO Corporation (AGCO)	0.0	$245k		2.1k	115.87	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.0	$244k	-16%	1.0k	239.99	View chart
Davis Fundamental Etf Tr Select International Etf Selct Intl Etf (DINT)	0.0	$242k		9.0k	26.91	View chart
Schwab Strategic Tr 5 10yr Corp Bd 5 10yr Corp Bd (SCHI)	0.0	$240k		11k	22.68	View chart
Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets Etf State Street Spd (SPEM)	0.0	$239k		5.1k	46.91	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	0.0	$238k	+186%	1.1k	217.25	View chart
Marathon Petroleum Corp (MPC)	0.0	$237k	-8%	972.00	244.18	View chart
Micron Technology (MU)	0.0	$237k		700.00	337.84	View chart
Ishares Tr Us Consum Discre Us Consum Discre (IYC)	0.0	$233k		2.4k	96.92	View chart
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	0.0	$228k		2.1k	108.98	View chart
Tidal Trust Ii Yieldmax Pltr Op Yieldmax Pltr Op (PLTY)	0.0	$227k	+15%	5.9k	38.60	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.0	$226k		1.2k	191.81	View chart
Schwab Strategic Tr Fundamental Intl Large Co Index Etf Fundamental Intl (FNDF)	0.0	$224k		4.6k	48.93	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 2026 Q1 filed May 6, 2026
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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