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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAX MEDIAALPHA INC CL A Communication Services 1,000.0 $9K 0.00% NEW $9.30 -10.9%
42 EVER EVERQUOTE INC COM CL A Communication Services 600.0 $9K 0.00% NEW $15.42 +18.2%
43 UIS UNISYS CORP Technology 4,200.0 $9K 0.00% NEW $2.07 +45.9%
44 CUBE CUBESMART Real Estate 219.0 $8K 0.00% NEW $36.65 +6.2%
45 EMLP FIRST TR EXCHANGE-TRADED FD IV NO AMER ENERGY 183.0 $8K 0.00% NEW $43.66 +1.6%
46 TTAN SERVICETITAN INC SHS CL A Technology 125.0 $8K 0.00% NEW $63.46 -1.5%
47 WCN WASTE CONNECTIONS INC Industrials 44.0 $7K 0.00% NEW $162.43 -2.2%
48 PRI PRIMERICA INC COM USD0.01 Financial Services 27.0 $7K 0.00% NEW $250.48 +12.0%
49 ROL ROLLINS INC Consumer Cyclical 124.0 $7K 0.00% NEW $53.41 +2.2%
50 DPZ DOMINO S PIZZA INC Consumer Cyclical 18.0 $6K 0.00% NEW $358.78 -14.2%
51 HRI HERC HLDGS INC COM Industrials 56.0 $6K 0.00% NEW $99.55 +34.5%
52 SNDA SONIDA SENIOR LIVING INC COM USD0.01(POST REV SPLIT) Healthcare 133.0 $4K NEW $32.25 +14.5%
53 ASGI ABRDN GLOBAL INFRASTRUCTURE INCM FD COM USD0.001 SHS BEN INT Financial Services 175.0 $4K NEW $22.36 +7.0%
54 ASAN ASANA INC CL A Technology 200.0 $1K NEW $6.40 +3.6%
55 CCEF CALAMOS ETF TRUST CEF INCOME &ARBITRAGE ETF 25.0 $704.0 NEW $28.16 +3.4%
56 AKBA AKEBIA THERAPEUTICS INC COM Healthcare 500.0 $695.0 NEW $1.39 -35.6%
57 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 154.0 $473.0 NEW $3.07 -5.9%
58 FNDX SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 13.0 $362.0 NEW $27.85 +8.8%
59 SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 11.0 $282.0 NEW $25.64 +12.5%
60 SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 10.0 $249.0 NEW $24.90 -1.8%
Page 3 of 3  ·  60 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%