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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 19 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HYG ISHARES TR IBOXX HI YD ETF 916.0 $74K 0.01% NEW $80.63 -1.0%
362 WELL WELLTOWER INC COM Real Estate 395.0 $73K 0.01% NEW $185.61 +17.5%
363 CI THE CIGNA GROUP COM Healthcare 266.0 $73K 0.01% NEW $275.23 +5.8%
364 UFCS UNITED FIRE GROUP INC Financial Services 2,000.0 $73K 0.01% NEW $36.35 +32.9%
365 ACIW ACI WORLDWIDE INC Technology 1,503.0 $72K 0.01% NEW $47.81 -9.5%
366 SCHP SCHWAB STRATEGIC TR US TIPS ETF 2,709.0 $72K 0.01% NEW $26.49 +0.5%
367 ICSH ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 1,397.0 $71K 0.01% NEW $50.58 -0.1%
368 CECO CECO ENVIRONMENTAL CORP COM STK USD0.01 Industrials 1,179.0 $71K 0.01% NEW $59.85 +35.8%
369 SCHW SCHWAB CHARLES CORP COM Financial Services 705.0 $70K 0.01% NEW $99.91 -8.1%
370 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 2,400.0 $70K 0.01% NEW $29.27 +4.4%
371 FDLO FIDELITY LOW VOLATILITY FACTOR ETF 1,050.0 $70K 0.01% NEW $66.75 +4.3%
372 CVNA CARVANA CO CL A Consumer Cyclical 166.0 $70K 0.01% NEW $422.02 -85.0%
373 TMUS T-MOBILE US INC COM Communication Services 345.0 $70K 0.01% NEW $203.04 -4.7%
374 FYX FIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743 618.0 $70K 0.01% NEW $113.14 +16.0%
375 OMC OMNICOM GROUP INC COM USD0.15 Communication Services 863.0 $70K 0.01% NEW $80.75 -11.0%
376 BK BANK OF NEW YORK MELLON CORP COM USD0.01 Financial Services 597.0 $69K 0.01% NEW $116.09 +18.1%
377 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 874.0 $69K 0.01% NEW $78.67 +12.5%
378 IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF 1,474.0 $69K 0.01% NEW $46.54 -1.6%
379 DHI DR HORTON INC COM STK USD0.01 Consumer Cyclical 474.0 $68K 0.01% NEW $144.03 -6.5%
380 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 673.0 $68K 0.01% NEW $100.89 -4.4%
Page 19 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%