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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 12 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CB CHUBB LIMITED COM NPV ISIN #CH0044328745 Financial Services 883.0 $288K 0.03% +15.0 +1.7% $325.77 +0.7%
222 XOP SPDR SERIES TRUST STATE STREET S&P OIL & GAS EXPLORATION & PRODUCTION ETF 1,582.0 $288K 0.03% $181.83 -3.8%
223 BND VANGUARD BD INDEX FDS TOTAL BND MRKT 3,840.0 $283K 0.03% -16K -80.6% $73.64 -1.1%
224 SPYG SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF 2,824.0 $276K 0.03% $97.91 +20.2%
225 PFFA ETFIS SER TR I VIRTUS INFRCAP 13,499.0 $275K 0.03% +323.0 +2.5% $20.36 +4.6%
226 BST BLACKROCK SCIENCE &TECHNOLOGY SHS Financial Services 7,559.0 $275K 0.03% +359.0 +5.0% $36.35 +24.4%
227 VOE VANGUARD MID-CAP VALUE INDEX FUND 1,475.0 $272K 0.03% -68.0 -4.4% $184.28 +4.4%
228 WSM WILLIAMS-SONOMA INC Consumer Cyclical 1,490.0 $272K 0.03% -400.0 -21.2% $182.33 -3.2%
229 VAL VALARIS LTD COM USD0.40 Energy 2,750.0 $270K 0.03% $98.04 +10.6%
230 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 3,696.0 $268K 0.03% +116.0 +3.2% $72.46 +20.2%
231 INTC INTEL CORP COM USD0.001 Technology 6,043.0 $267K 0.03% $44.13 +163.6%
232 PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS Financial Services 20,484.0 $265K 0.03% +552.0 +2.8% $12.93 -0.3%
233 SLB SLB LIMITED TRADING Energy 5,029.0 $258K 0.03% $51.39 +11.7%
234 PANW PALO ALTO NETWORKS INC COM USD0.0001 Technology 1,573.0 $252K 0.03% +91.0 +6.1% $160.32 +53.4%
235 ELV ELEVANCE HEALTH INC COM Healthcare 842.0 $246K 0.03% $292.75 +34.5%
236 JEPQ J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM 4,436.0 $246K 0.03% +117.0 +2.7% $55.52 +7.9%
237 AGNC AGNC INVT CORP COM Real Estate 24,414.0 $245K 0.03% +775.0 +3.3% $10.03 +2.1%
238 AGCO AGCO CORP COM USD0.01 Industrials 2,111.0 $245K 0.03% $115.87 -1.4%
239 MTUM ISHARES TR MSCI USA MMENTM 1,018.0 $244K 0.03% -194.0 -16.0% $239.99 +24.5%
240 DINT DAVIS FUNDAMENTAL ETF TR SELECT INTERNATIONAL ETF 9,000.0 $242K 0.03% $26.91 +8.1%
Page 12 of 47  ·  923 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%