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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWD ISHARES RUSSELL 1000 VALUE ETF 330.0 $71K 0.01% +195.0 +144.4% $213.67 +8.4%
102 TFC TRUIST FINL CORP COM Financial Services 1,511.0 $69K 0.01% +300.0 +24.8% $45.97 +2.3%
103 SJNK SPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 2,648.0 $66K 0.01% +250.0 +10.4% $24.98 -0.3%
104 SCCO SOUTHERN COPPER CORP Basic Materials 360.0 $62K 0.01% +3.0 +0.8% $172.06 -0.1%
105 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 175.0 $60K 0.01% +12.0 +7.4% $345.15 -9.8%
106 TER TERADYNE INC COM USD0.125 Technology 202.0 $60K 0.01% +100.0 +98.0% $296.46 +8.3%
107 GNRC GENERAC HLDGS INC COM USD0.01 Industrials 304.0 $59K 0.01% +100.0 +49.0% $195.33 +29.6%
108 GPIQ GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 1,073.0 $53K 0.01% +28.0 +2.7% $49.49 +15.3%
109 MCO MOODYS CORP COM USD0.01 Financial Services 121.0 $53K 0.01% +15.0 +14.2% $436.25 +1.6%
110 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 1,700.0 $53K 0.01% +1K +204.1% $30.96 +8.4%
111 GRNI TIDAL TRUST III FUNDSTRAT GRANNY 2,750.0 $52K 0.01% +2K +175.0% $19.05 +8.1%
112 GRNJ TIDAL TRUST III FUNDSTRAT GRANNY 2,000.0 $50K 0.01% +1K +166.7% $25.01 +17.0%
113 GPC GENUINE PARTS CO COM USD1.00 Consumer Cyclical 463.0 $49K 0.01% +39.0 +9.2% $105.75 -11.9%
114 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 2,084.0 $40K 0.00% +2K +942.0% $19.30 +4.6%
115 EXPE EXPEDIA GROUP INC Consumer Cyclical 168.0 $39K 0.00% +69.0 +69.7% $230.89 -6.9%
116 EOG EOG RESOURCES INC Energy 255.0 $37K 0.00% +141.0 +123.7% $144.57 -1.1%
117 FCX FREEPORT-MCMORAN INC COM USD0.10 Basic Materials 602.0 $35K 0.00% +115.0 +23.6% $58.78 +2.9%
118 PYPL PAYPAL HLDGS INC COM Financial Services 749.0 $34K 0.00% +221.0 +41.9% $45.23 -1.9%
119 GPIX GOLDMAN SACHS ETF TRUST GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 665.0 $33K 0.00% +14.0 +2.1% $50.06 +9.3%
120 SPTS SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM TREASURY ETF 1,125.0 $33K 0.00% +225.0 +25.0% $29.18 -0.7%
Page 6 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%