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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 2 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC CAP STK CL A Communication Services 29,843.0 $9.3M 1.02% NEW $313.00 +26.8%
22 IBM INTERNATIONAL BUS MACH CORP COM USD0.20 Technology 29,696.0 $8.8M 0.96% NEW $296.21 -24.8%
23 VO VANGUARD MID-CAP INDEX FUND 30,193.0 $8.8M 0.95% NEW $290.22 -73.7%
24 IWM ISHARES RUSSELL 2000 ETF 34,731.0 $8.5M 0.93% NEW $246.16 +10.9%
25 IWP ISHARES TR RUS MD CP GR ETF 61,809.0 $8.5M 0.92% NEW $136.94 -1.4%
26 CAT CATERPILLAR INC COM Industrials 13,656.0 $7.8M 0.85% NEW $572.87 +50.1%
27 GEW EA SERIES TRUST CAMBRIA GLOBAL 141,210.0 $7.3M 0.79% NEW $51.40 +4.5%
28 XOM EXXON MOBIL CORP COM Energy 58,469.0 $7.0M 0.77% NEW $120.34 +33.4%
29 AEGON LIMITED AMER REGD CERT(1 SH EUR0.12) 900,118.0 $6.9M 0.76% NEW $7.71
30 SLV ISHARES SILVER TR ISHARES Financial Services 106,010.0 $6.8M 0.74% NEW $64.42 +3.8%
31 AMZN AMAZON.COM INC Consumer Cyclical 29,404.0 $6.8M 0.74% NEW $230.82 +12.4%
32 DE DEERE & CO Industrials 14,272.0 $6.6M 0.72% NEW $465.57 +21.2%
33 META META PLATFORMS INC CLASS A COMMON STOCK Communication Services 9,897.0 $6.5M 0.71% NEW $660.09 -7.4%
34 RLY SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF 200,236.0 $6.3M 0.69% NEW $31.45 +17.1%
35 MDY SPDR S&P MIDCAP 400 ETF Financial Services 9,947.0 $6.0M 0.65% NEW $603.28 +8.1%
36 CSRE COHEN &STEERS ETF TRUST REAL ESTATE ACTIVE ETF 234,008.0 $6.0M 0.65% NEW $25.51 +11.4%
37 ACN ACCENTURE PLC Technology 22,118.0 $5.9M 0.65% NEW $268.30 -34.1%
38 GRNY TIDAL TRUST I FUNDSTRAT GRANNY 231,050.0 $5.7M 0.62% NEW $24.76 +6.6%
39 ABBV ABBVIE INC COM USD0.01 Healthcare 23,805.0 $5.4M 0.59% NEW $228.49 -6.4%
40 GOOG ALPHABET INC CAP STK CL C Communication Services 16,760.0 $5.3M 0.57% NEW $313.80 +25.3%
Page 2 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%