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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 16 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GWW GRAINGER W W INC COM Industrials 117.0 $128K 0.01% $1095.08 +13.6%
302 SPYV SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 VALUE ETF 2,235.0 $126K 0.01% $56.58 +6.9%
303 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 2,040.0 $123K 0.01% NEW $60.10 +6.1%
304 KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD Technology 429.0 $121K 0.01% $282.37 +21.9%
305 SNOW SNOWFLAKE INC. COMMON STOCK Technology 800.0 $121K 0.01% $150.82 +12.4%
306 FVD FIRST TR VALUE LINE DIVID INDE SHS 2,550.0 $120K 0.01% NEW $47.03 +0.9%
307 FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF 2,000.0 $120K 0.01% $59.78 +0.2%
308 APLD APPLIED DIGITAL CORP COM USD0.001 (POST REV SPLIT) Technology 5,000.0 $119K 0.01% $23.74 +66.5%
309 MBB ISHARES TR MBS ETF 1,236.0 $117K 0.01% -143.0 -10.4% $94.95 -1.3%
310 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 13,000.0 $117K 0.01% $9.02 +9.8%
311 SCHD SCHWAB US DIVIDEND EQUITY ETF 3,804.0 $117K 0.01% +3K +1022.1% $30.68 +4.7%
312 UGI UGI CORP Utilities 3,200.0 $117K 0.01% -150.0 -4.5% $36.42 -4.3%
313 TLTW ISHARES TR 20 YEAR TR BD 5,062.0 $115K 0.01% +82.0 +1.6% $22.62 -3.6%
314 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 1,500.0 $114K 0.01% -435.0 -22.5% $76.16 +4.9%
315 SCHF SCHWAB INTERNATIONAL EQUITY ETF 4,594.0 $114K 0.01% $24.75 +9.7%
316 EMB ISHARES TR JP MOR EM MK ETF 1,185.0 $111K 0.01% -12.0 -1.0% $93.93 +1.1%
317 TOTALENERGIES SE EUR2.5 1,212.0 $110K 0.01% +276.0 +29.5% $90.98
318 FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD ISIN #US33735B1089 SEDOL #B40RQL1 854.0 $110K 0.01% $128.24 +7.1%
319 IWB ISHARES RUSSELL 1000 INDEX FUND 307.0 $109K 0.01% $356.56 +13.3%
320 FNDA SCHWAB STRATEGIC TR FUNDAMENTAL US S 3,338.0 $108K 0.01% $32.43 +8.8%
Page 16 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%