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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $935M AUM 923 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 141 Added 250 Reduced 239 Exited
Page 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 19,135.0 $220K 0.02% +330.0 +1.8% $11.50 -0.4%
82 PSX PHILLIPS 66 Energy 1,198.0 $218K 0.02% +190.0 +18.9% $182.24 +0.1%
83 C CITIGROUP INC Financial Services 1,693.0 $192K 0.02% +154.0 +10.0% $113.41 +10.0%
84 DEO DIAGEO ADR REP 4 ORD Consumer Defensive 2,403.0 $179K 0.02% +50.0 +2.1% $74.45 +13.2%
85 BX BLACKSTONE INC Financial Services 1,483.0 $171K 0.02% +617.0 +71.2% $114.99 +1.6%
86 SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 5,634.0 $164K 0.02% +1K +28.4% $29.08 +12.7%
87 KMI KINDER MORGAN INC COM USD0.01 Energy 4,515.0 $151K 0.02% +230.0 +5.4% $33.53 +2.3%
88 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 1,659.0 $149K 0.02% +1K +311.7% $90.11 +12.2%
89 SCHD SCHWAB US DIVIDEND EQUITY ETF 3,804.0 $117K 0.01% +3K +1022.1% $30.68 +4.7%
90 TLTW ISHARES TR 20 YEAR TR BD 5,062.0 $115K 0.01% +82.0 +1.6% $22.62 -3.6%
91 TOTALENERGIES SE EUR2.5 1,212.0 $110K 0.01% +276.0 +29.5% $90.98
92 APH AMPHENOL CORP CLASS A COM USD0.001 Technology 846.0 $107K 0.01% +46.0 +5.8% $126.35 -2.6%
93 BP BP PLC SPONSORED ADR Energy 2,259.0 $106K 0.01% +550.0 +32.2% $47.00 -4.0%
94 CTRA COTERRA ENERGY INC COM Energy 2,956.0 $104K 0.01% +29.0 +1.0% $35.14 -7.3%
95 MDT MEDTRONIC PLC Healthcare 1,125.0 $97K 0.01% +60.0 +5.6% $86.65 -9.3%
96 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 5,469.0 $91K 0.01% +2K +67.9% $16.60 +8.4%
97 NDAQ NASDAQ INC COM STK Financial Services 1,006.0 $85K 0.01% +96.0 +10.6% $84.89 +8.4%
98 DHI DR HORTON INC COM STK USD0.01 Consumer Cyclical 592.0 $81K 0.01% +118.0 +24.9% $137.22 -1.8%
99 TMUS T-MOBILE US INC COM Communication Services 379.0 $80K 0.01% +34.0 +9.9% $210.03 -7.9%
100 MRVL MARVELL TECHNOLOGY INC COM Technology 728.0 $72K 0.01% +182.0 +33.3% $99.05 +78.0%
Page 5 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 18.9%
Industrials 14.2%
Healthcare 10.2%
Communication Services 7.1%
Consumer Defensive 6.2%
Consumer Cyclical 5.6%
Energy 5.5%
Basic Materials 1.6%
Utilities 1.2%