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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 15 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 2,765.0 $166K 0.02% NEW $59.93 -2.0%
282 ES EVERSOURCE ENERGY Utilities 2,458.0 $165K 0.02% NEW $67.33 +2.2%
283 AVLV AVANTIS US LARGE CAP VALUE ETF 2,145.0 $163K 0.02% NEW $75.77 +16.8%
284 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,385.0 $160K 0.02% NEW $115.31 +11.8%
285 TDG TRANSDIGM GROUP INC Industrials 113.0 $150K 0.02% NEW $1329.85 -11.3%
286 KD KYNDRYL HLDGS INC COMMON STOCK Technology 5,578.0 $148K 0.02% NEW $26.56 -54.7%
287 WDC WESTERN DIGITAL CORP. COM Technology 860.0 $148K 0.02% NEW $172.27 +164.6%
288 NOW SERVICENOW INC COM USD0.001 Technology 945.0 $145K 0.02% NEW $153.19 -33.5%
289 CRM SALESFORCE INC COM Technology 541.0 $143K 0.02% NEW $264.91 -32.3%
290 XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,828.0 $142K 0.01% NEW $77.68 +10.1%
291 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 4,366.0 $140K 0.01% NEW $32.06 +24.1%
292 XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 903.0 $140K 0.01% NEW $154.80 -5.0%
293 VAL VALARIS LTD COM USD0.40 Energy 2,750.0 $139K 0.01% NEW $50.40 +120.3%
294 FBND FIDELITY TOTAL BOND ETF 2,952.0 $136K 0.01% NEW $46.04 -1.6%
295 PCAR PACCAR INC COM USD1.00 Industrials 1,239.0 $136K 0.01% NEW $109.51 -0.1%
296 BX BLACKSTONE INC Financial Services 866.0 $133K 0.01% NEW $154.14 -24.2%
297 MBB ISHARES TR MBS ETF 1,379.0 $131K 0.01% NEW $95.22 -1.5%
298 VLO VALERO ENERGY CORP COM Energy 803.0 $131K 0.01% NEW $162.79 +61.3%
299 PSX PHILLIPS 66 Energy 1,008.0 $130K 0.01% NEW $129.09 +41.3%
300 LNT ALLIANT ENERGY CORP COM USD0.01 Utilities 1,963.0 $128K 0.01% NEW $65.01 +12.3%
Page 15 of 56  ·  1,102 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 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%