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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 33.22% of Private Wealth Asset Management's stock portfolio.
Added to shares of these 10 stocks: VO (+$8.0M), SDVY (+$5.6M), RLY, VUG, IEFA, AVEM, GOOG, IWF, MSFT, AMD.
Started 56 new stock positions in DSI, EVRG, TFPM, FELC, FSMD, JMTG, EQT, GTM, HSY, AMRZ.
Reduced shares in these 10 stocks: BRK.A (-$15M), IEMG, IVV, IJR, Honeywell International, IJH, IVW, AAPL, VNQ, IWP.
Sold out of its positions in AGNC, ACIW, AMG, ALSN, FLV, ASAN, ETHW, BST, CBOE, CTRA.
Private Wealth Asset Management was a net buyer of stock by $11M.
Private Wealth Asset Management has $1.0B in assets under management (AUM), dropping by 10.95%.
Central Index Key (CIK): 0001883006

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Portfolio Holdings for Private Wealth Asset Management

Private Wealth Asset Management holds 930 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Private Wealth Asset Management has 930 total positions. Only the first 250 positions are shown.

Sign up to view all of the Private Wealth Asset Management June 30, 2026 positions
Download the Private Wealth Asset Management June 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)	10.2	$106M	-2%	141k	748.64	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	7.0	$73M	+5%	753k	96.91	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	6.5	$67M	-6%	812k	82.97	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.1	$64M	-2%	825k	77.32	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	3.4	$35M	-5%	235k	148.64	View chart
Apple (AAPL)	3.1	$32M	-3%	110k	289.36	View chart
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)	2.7	$28M	+25%	640k	43.32	View chart
Microsoft Corporation (MSFT)	1.8	$19M	+7%	50k	373.02	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	1.7	$17M	+4%	35k	500.39	View chart
Ssga Active Trust State Street Multi-asset Real Return Etf St Str Real Etf (RLY)	1.6	$17M	+31%	483k	34.59	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.5	$15M	-2%	138k	110.32	View chart
Caterpillar (CAT)	1.4	$15M		14k	1064.90	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	1.4	$14M	-5%	146k	96.51	View chart
Eli Lilly & Co. (LLY)	1.3	$14M	+6%	11k	1199.43	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	1.3	$13M	+6%	82k	164.27	View chart
Cohen &steers Etf Trust Real Est Act Etf Real Est Act Etf (CSRE)	1.3	$13M		471k	28.52	View chart
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)	1.2	$12M	-5%	247k	50.29	View chart
NVIDIA Corporation (NVDA)	1.1	$11M	+3%	57k	200.09	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	1.1	$11M	-2%	110k	103.88	View chart
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)	1.1	$11M		340k	33.44	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.1	$11M		31k	357.37	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	1.0	$10M	+341%	129k	80.26	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	1.0	$10M		34k	300.45	View chart
JPMorgan Chase & Co. (JPM)	0.9	$9.7M	+5%	30k	327.33	View chart
Deere & Company (DE)	0.9	$9.1M		14k	634.33	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.9	$9.0M	-8%	62k	146.41	View chart
Exxon Mobil Corporation (XOM)	0.8	$8.7M	+4%	64k	136.72	View chart
International Business Machines (IBM)	0.8	$8.6M	+2%	31k	281.21	View chart
Workiva Inc Com Cl A Com Cl A (WK)	0.7	$7.7M		158k	48.51	View chart
Aegon Limited Amer Regd Cert Amer Reg 1 Cert (AEG)	0.7	$7.6M		900k	8.44	View chart
Tidal Trust I Fund Gran Us Etf Fund Gran Us Etf (GRNY)	0.7	$7.5M		272k	27.68	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.7	$7.5M	+27%	21k	353.33	View chart
State Street Spdr S&p Midcap 400 Etf Trust Units Utser1 S&pdcrp (MDY)	0.6	$6.4M	-6%	9.1k	703.30	View chart
Ea Series Trust Cambria Global Cambria Global (GEW)	0.6	$6.2M	-5%	114k	54.70	View chart
Abbvie (ABBV)	0.6	$6.1M	-2%	24k	251.64	View chart
Avantis U S Large Cap Equity Etf Avantis Us Larg (AVLC)	0.6	$5.9M	+17%	66k	90.40	View chart
Avantis Emerging Markets Equity Etf Avantis Emgmkt (AVEM)	0.6	$5.9M	+106%	60k	98.86	View chart
Amazon (AMZN)	0.6	$5.9M	+9%	25k	238.34	View chart
Johnson & Johnson (JNJ)	0.5	$5.4M	+7%	22k	253.74	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Nasdaq Cyb Etf (CIBR)	0.5	$5.4M		60k	89.99	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.5	$5.4M		7.0k	763.14	View chart
Tidal Trust I Foliobeyond Alternative Income And Interest Rate Hedge Etf Foli Al Rate Etf (RISR)	0.5	$5.3M		147k	36.23	View chart
Avantis International Large Cap Val Etf International Lr (AVIV)	0.5	$5.3M	+15%	68k	77.57	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.5	$5.2M	-8%	97k	53.47	View chart
Home Depot (HD)	0.5	$4.9M	-5%	14k	352.68	View chart
Meta Platforms Inc Class A Cl A (META)	0.5	$4.7M	-7%	8.4k	563.29	View chart
First Tr Exchange-traded Fd Wcm Intl Equity Wcm Intl Equity (WCMI)	0.4	$4.6M	+8%	235k	19.62	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.4	$4.4M	+486%	51k	86.14	View chart
Chevron Corporation (CVX)	0.4	$4.3M	+7%	26k	165.76	View chart
Wal-Mart Stores (WMT)	0.4	$4.3M	+17%	38k	113.26	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.4	$4.2M	+3%	44k	95.44	View chart
Visa Com Cl A (V)	0.4	$4.1M		12k	343.09	View chart
First Tr Exchange Traded Fd Iii First Tr Pfd Secs & Income Etf Pfd Secs Inc Etf (FPE)	0.4	$4.1M	+11%	230k	17.90	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.4	$3.9M		5.3k	736.42	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.4	$3.6M	-7%	22k	164.60	View chart
Pgim Etf Tr Total Return Bon Tota Retu Bd Etf (PTRB)	0.3	$3.6M		87k	41.71	View chart
Advanced Micro Devices (AMD)	0.3	$3.5M	+43%	6.1k	580.91	View chart
Procter & Gamble Company (PG)	0.3	$3.5M	+6%	24k	146.64	View chart
Union Pacific Corporation (UNP)	0.3	$3.5M		13k	272.00	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.3	$3.5M	+5%	49k	71.25	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.3	$3.2M	-4%	15k	217.93	View chart
Cisco Systems (CSCO)	0.3	$3.2M	+18%	27k	117.46	View chart
Broadcom (AVGO)	0.3	$3.1M	-5%	8.2k	377.75	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$3.1M	+11%	31k	98.98	View chart
Merck & Co (MRK)	0.3	$2.8M	+13%	22k	128.50	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.8M	+2%	15k	189.73	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK)	0.3	$2.8M	+2%	15k	190.52	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.3	$2.7M		7.0k	393.96	View chart
Eaton Corporation SHS (ETN)	0.3	$2.7M	+2%	6.3k	426.12	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	0.3	$2.6M		3.5k	746.77	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.2	$2.6M		38k	68.41	View chart
Philip Morris International (PM)	0.2	$2.4M		14k	180.91	View chart
Accenture Shs Class A (ACN)	0.2	$2.4M	-7%	20k	124.44	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.2	$2.4M		40k	59.69	View chart
McDonald's Corporation (MCD)	0.2	$2.3M	+24%	8.6k	270.31	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.2	$2.2M	-35%	16k	137.53	View chart
AFLAC Incorporated (AFL)	0.2	$2.2M	+9%	19k	117.25	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$2.1M		17k	124.42	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$2.1M		9.1k	227.06	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$2.0M	+300%	16k	124.17	View chart
Us Bancorp Com New (USB)	0.2	$2.0M		33k	60.40	View chart
Wells Fargo & Company (WFC)	0.2	$1.9M	-15%	23k	82.64	View chart
Blackrock (BLK)	0.2	$1.9M	+2%	1.9k	961.39	View chart
PNC Financial Services (PNC)	0.2	$1.9M		7.6k	246.22	View chart
Invesco Actvely Mngd Etc Fd Tr Optimum Yield Optimum Yield (PDBC)	0.2	$1.9M	+8%	118k	15.88	View chart
UnitedHealth (UNH)	0.2	$1.8M	-3%	4.3k	415.63	View chart
Emerson Electric (EMR)	0.2	$1.8M		12k	143.15	View chart
Bank of America Corporation (BAC)	0.2	$1.8M	-6%	31k	56.98	View chart
Sherwin-Williams Company (SHW)	0.2	$1.7M		5.1k	344.32	View chart
TJX Companies (TJX)	0.2	$1.7M	+35%	11k	151.50	View chart
Coca-Cola Company (KO)	0.2	$1.7M		21k	81.27	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.7M	+9%	3.4k	501.36	View chart
Rockwell Automation (ROK)	0.2	$1.7M		3.4k	495.08	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.7M	+19%	3.3k	509.46	View chart
Target Corporation (TGT)	0.1	$1.5M	+12%	12k	130.61	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.5M	+34%	3.6k	433.33	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.1	$1.5M		20k	75.51	View chart
Vanguard Scottsdale Funds Vanguard Russ3000 Idx Fd Etf Vng Rus3000idx (VTHR)	0.1	$1.5M		4.4k	331.43	View chart
Altria (MO)	0.1	$1.5M		20k	71.95	View chart
Pepsi (PEP)	0.1	$1.4M		11k	135.40	View chart
Norfolk Southern (NSC)	0.1	$1.4M	-2%	4.5k	314.59	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.1	$1.4M		6.5k	221.20	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.1	$1.4M		19k	76.55	View chart
Aon Plc Shs Cl A Com Usd0.01 Shs Cl A (AON)	0.1	$1.4M		4.2k	331.69	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.1	$1.4M	-27%	3.8k	368.38	View chart
Automatic Data Processing (ADP)	0.1	$1.4M	-6%	6.1k	223.95	View chart
Hldgs (UAL)	0.1	$1.4M		10k	135.99	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.1	$1.4M	-3%	12k	117.50	View chart
Travelers Companies (TRV)	0.1	$1.3M		4.1k	330.12	View chart
American Express Company (AXP)	0.1	$1.3M		3.8k	338.25	View chart
Goldman Sachs (GS)	0.1	$1.3M	-2%	1.3k	1011.37	View chart
Ge Vernova (GEV)	0.1	$1.3M	-17%	1.1k	1174.86	View chart
Gra (GGG)	0.1	$1.2M		17k	75.61	View chart
Abbott Laboratories (ABT)	0.1	$1.2M		13k	90.74	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	0.1	$1.2M		14k	83.75	View chart
General Dynamics Corporation (GD)	0.1	$1.2M	-2%	3.3k	354.20	View chart
Corteva (CTVA)	0.1	$1.1M		14k	84.69	View chart
Sitime Corp (SITM)	0.1	$1.1M		1.5k	745.56	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	-3%	12k	91.68	View chart
Hormel Foods Corporation (HRL)	0.1	$1.1M	+49%	43k	24.82	View chart
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf St Str Energ Etf (XLE)	0.1	$1.1M	-2%	20k	53.11	View chart
Qualcomm (QCOM)	0.1	$1.1M	+52%	5.7k	184.79	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$1.1M	-17%	2.1k	513.60	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.1	$1.0M	+10%	7.1k	147.73	View chart
Applied Materials (AMAT)	0.1	$1.0M		1.4k	722.88	View chart
Goldman Sachs Etf Tr Activebeta Int Activebeta Int (GSIE)	0.1	$1.0M	+32%	22k	45.70	View chart
Palo Alto Networks (PANW)	0.1	$1.0M	+87%	3.0k	341.02	View chart
Bristol Myers Squibb (BMY)	0.1	$1.0M		18k	57.62	View chart
NetApp (NTAP)	0.1	$993k	+94%	6.4k	154.76	View chart
Casey's General Stores (CASY)	0.1	$967k		1.2k	794.79	View chart
Allstate Corporation (ALL)	0.1	$967k	-2%	4.1k	237.94	View chart
Netflix (NFLX)	0.1	$966k	+8%	14k	71.14	View chart
Public Service Enterprise (PEG)	0.1	$950k		12k	81.16	View chart
Analog Devices (ADI)	0.1	$944k	+72%	2.4k	397.10	View chart
Cme (CME)	0.1	$933k	+6%	4.2k	220.83	View chart
Arista Networks Com Shs (ANET)	0.1	$914k	-2%	5.4k	169.88	View chart
Uber Technologies (UBER)	0.1	$909k	+2%	13k	72.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$890k		27k	33.29	View chart
Honeywell International (HON)	0.1	$889k	NEW	4.0k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$878k	NEW	4.0k	221.08	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$872k	-13%	8.1k	107.62	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)	0.1	$869k	-19%	4.1k	212.77	View chart
Micron Technology (MU)	0.1	$860k	+6%	745.00	1154.29	View chart
Intel Corporation (INTC)	0.1	$854k		6.1k	139.63	View chart
Jp Morgan Etf Trust High Yield Municipal Etf Usd High Yield Muni (JMHI)	0.1	$842k		17k	50.63	View chart
Pfizer (PFE)	0.1	$806k		34k	24.08	View chart
Ge Aerospace Com New (GE)	0.1	$795k	+4%	2.1k	373.73	View chart
Schwab Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$790k		23k	33.84	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.1	$790k	+95%	3.8k	209.04	View chart
Southern Company (SO)	0.1	$764k	+116%	8.0k	95.71	View chart
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf St Str Finl Etf (XLF)	0.1	$757k	-7%	14k	53.61	View chart
Carrier Global Corporation (CARR)	0.1	$753k		10k	73.35	View chart
Berkshire Hathaway Cl A (BRK.A)	0.1	$749k	-95%	1.00	748850.00	View chart
Kla Corp Com New (KLAC)	0.1	$745k	+900%	2.5k	301.71	View chart
Illinois Tool Works (ITW)	0.1	$741k	+38%	2.7k	270.47	View chart
Nextera Energy (NEE)	0.1	$735k	+78%	8.4k	87.77	View chart
Waste Management (WM)	0.1	$727k	+57%	3.3k	222.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg Activebeta Us Lg (GSLC)	0.1	$716k	+35%	5.0k	141.89	View chart
Verizon Communications (VZ)	0.1	$711k	+33%	17k	42.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.1	$670k	-13%	13k	50.58	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	0.1	$669k	+8%	2.2k	303.12	View chart
Chubb (CB)	0.1	$664k	+120%	1.9k	340.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$660k		2.2k	298.07	View chart
Vanguard Municipal Bond Funds Core Tax Exempt Bond Etf Core Tax Exempt (VCRM)	0.1	$655k	+78%	8.6k	76.40	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$648k	-5%	11k	57.84	View chart
Oracle Corporation (ORCL)	0.1	$646k	-15%	4.4k	146.55	View chart
Te Connectivity Plc Com Usd0.01 Ord Shs (TEL)	0.1	$633k	+94%	3.1k	201.61	View chart
At&t (T)	0.1	$631k		31k	20.70	View chart
Tesla Motors (TSLA)	0.1	$616k	-19%	1.5k	420.60	View chart
CVS Caremark Corporation (CVS)	0.1	$616k		6.0k	103.45	View chart
Novartis Sponsored Adr (NVS)	0.1	$615k	-4%	3.9k	156.72	View chart
Northrop Grumman Corporation (NOC)	0.1	$613k	-3%	1.2k	509.31	View chart
Stryker Corporation (SYK)	0.1	$596k	-4%	1.9k	314.84	View chart
3M Company (MMM)	0.1	$580k	-56%	3.6k	161.91	View chart
Ecolab (ECL)	0.1	$546k	+2%	2.0k	278.61	View chart
Newmont Mining Corporation (NEM)	0.1	$540k	+43%	5.8k	93.40	View chart
Boeing Company (BA)	0.1	$521k	+4%	2.4k	216.47	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.0	$517k		4.0k	127.81	View chart
Bitwise 10 Crypto Index Fd Unit Beneficial Unit Beneficial (BITW)	0.0	$514k	-13%	14k	37.77	View chart
McKesson Corporation (MCK)	0.0	$510k		675.00	755.60	View chart
Walt Disney Company (DIS)	0.0	$506k		5.3k	96.25	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.0	$485k	+12%	2.1k	236.62	View chart
Blackrock Etf Tr Ii Ishares Short Duration High Yield Muni Active Shor Dura Hi Etf (SHYM)	0.0	$482k		22k	22.45	View chart
Gilead Sciences (GILD)	0.0	$471k		3.7k	126.34	View chart
D.R. Horton (DHI)	0.0	$470k	+387%	2.9k	162.88	View chart
SYSCO Corporation (SYY)	0.0	$461k		5.5k	83.58	View chart
Air Products & Chemicals (APD)	0.0	$457k	+127%	1.6k	293.18	View chart
J P Morgan Exchange Traded Fd Equity Premium Equity Premium (JEPI)	0.0	$456k	-41%	8.1k	56.48	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.0	$455k		3.9k	116.67	View chart
Western Digital (WDC)	0.0	$431k		675.00	638.72	View chart
Costco Wholesale Corporation (COST)	0.0	$422k	+2%	451.00	934.58	View chart
QCR Holdings (QCRH)	0.0	$418k		4.3k	97.35	View chart
Devon Energy Corporation (DVN)	0.0	$417k		10k	41.32	View chart
Ameriprise Financial (AMP)	0.0	$402k		877.00	458.76	View chart
Professionally Managed Portfolios Akre Focus Etf Akre Focus Etf (AKRE)	0.0	$401k		7.5k	53.19	View chart
American Tower Reit (AMT)	0.0	$396k	+4%	2.4k	163.57	View chart
Adobe Systems Incorporated (ADBE)	0.0	$396k	+140%	1.9k	205.02	View chart
Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf St Shor Corp Etf (SPSB)	0.0	$390k	-31%	13k	30.01	View chart
Select Sector Spdr Trust State Street Materials Select Sector Spdr Etf St Str Mater Etf (XLB)	0.0	$389k	-3%	7.7k	50.83	View chart
Fastenal Company (FAST)	0.0	$387k		8.1k	48.03	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.0	$382k		1.1k	343.91	View chart
Clorox Company (CLX)	0.0	$382k		4.0k	95.44	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.0	$379k	-67%	1.0k	370.04	View chart
Tractor Supply Company (TSCO)	0.0	$377k	-2%	12k	31.61	View chart
AvalonBay Communities (AVB)	0.0	$376k		2.0k	188.69	View chart
L3harris Technologies (LHX)	0.0	$370k	+628%	1.3k	290.59	View chart
CSX Corporation (CSX)	0.0	$367k		7.7k	47.53	View chart
Amgen (AMGN)	0.0	$366k		1.0k	355.10	View chart
Ishares Tr Broad Usd High Broad Usd High (USHY)	0.0	$366k	-14%	9.9k	37.02	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$364k	-13%	3.4k	107.50	View chart
AutoZone (AZO)	0.0	$358k		112.00	3195.94	View chart
Monster Beverage Corp (MNST)	0.0	$355k		3.7k	96.12	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.0	$354k	-18%	742.00	477.57	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.0	$354k		2.2k	158.03	View chart
Medtronic SHS (MDT)	0.0	$353k	+301%	4.5k	78.23	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.0	$349k		1.0k	342.83	View chart
Williams-Sonoma (WSM)	0.0	$347k		1.5k	233.10	View chart
Spdr Series Trust State Street Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)	0.0	$336k		2.8k	118.99	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.0	$336k	+29%	1.5k	219.43	View chart
Sandisk Corp (SNDK)	0.0	$332k		146.00	2273.73	View chart
Lowe's Companies (LOW)	0.0	$328k	-2%	1.5k	220.50	View chart
Marsh & McLennan Companies (MRSH)	0.0	$327k	-8%	2.0k	166.67	View chart
Anthem (ELV)	0.0	$326k		842.00	386.73	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf St Str Util Etf (XLU)	0.0	$325k		7.2k	45.34	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$324k		2.1k	156.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm S&p 500 Momntm (SPMO)	0.0	$323k	+2%	2.0k	161.55	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf St Str Indl Etf (XLI)	0.0	$320k	-7%	1.7k	185.23	View chart
United Sts Oil Fd Lp Units Units (USO)	0.0	$319k		3.0k	106.44	View chart
Otis Worldwide Corp (OTIS)	0.0	$312k	-3%	4.4k	71.60	View chart
Comcast Corp Cl A (CMCSA)	0.0	$305k	-7%	12k	24.55	View chart
Booking Holdings (BKNG)	0.0	$292k	+1643%	1.6k	178.24	View chart
Invesco Db Multi-sector Commod Oil Oil Fd (DBO)	0.0	$289k		16k	17.65	View chart
Realty Income (O)	0.0	$282k	+1095%	4.5k	61.96	View chart
Vaneck Funds Onchain Economy Etf Onchain Economy (NODE)	0.0	$277k	-6%	6.4k	43.32	View chart
Intercontinental Exchange (ICE)	0.0	$266k		2.2k	123.11	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.0	$266k	-10%	2.5k	106.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.0	$265k	-5%	3.6k	73.41	View chart
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE)	0.0	$261k	-10%	1.3k	197.60	View chart
Davis Fundamental Etf Tr Select International Etf Selct Intl Etf (DINT)	0.0	$257k		9.0k	28.50	View chart
AGCO Corporation (AGCO)	0.0	$253k		2.1k	119.70	View chart
Avantis Us Equity Etf Us Eqt Etf (AVUS)	0.0	$250k		2.0k	128.08	View chart
Paychex (PAYX)	0.0	$249k	+31%	2.5k	98.33	View chart
Marathon Petroleum Corp (MPC)	0.0	$249k		972.00	255.67	View chart
Spdr Series Trust State Street S&p Oil & Gas Exploration & Production Etf Sp O&g Expl Pro (XOP)	0.0	$244k		1.6k	154.26	View chart
Ishares Tr Us Consum Discre Us Consum Discre (IYC)	0.0	$243k		2.4k	101.10	View chart
Schwab Strategic Tr Fundamental Intl Large Co Index Etf Fundamental Intl (FNDF)	0.0	$241k		4.6k	52.76	View chart
Genuine Parts Company (GPC)	0.0	$241k	+341%	2.0k	117.98	View chart
Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)	0.0	$239k	+700%	2.0k	119.52	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	0.0	$235k	-11%	965.00	242.99	View chart
Slb Limited Trading Com Stk (SLB)	0.0	$234k		5.0k	46.49	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 Q2 filed Aug. 11, 2026
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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