Efficient Wealth Management »

Perella Weinberg Partners shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Perella Weinberg Partners by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $0 31 0.00
2025-12-31 $0 31 0.00
2025-09-30 $0 31 0.00
2025-06-30 $0 31 0.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Perella Weinberg Partners

FMR
BlackRock
William Blair Investment Management
Wellington Management Company
Nuveen
Vanguard Capital Management
Adage Capital Partners GP
Capital World Investors
Robeco Investment Management
Ameriprise Financial
Westwood Holdings
Frontier Capital Management
Goldman Sachs Group
State Street Corporation
Geode Capital Management

View all funds holding Perella Weinberg Partners