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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 22 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MCO MOODYS CORP COM USD0.01 Financial Services 121.0 $53K 0.01% +15.0 +14.2% $436.25 +2.1%
422 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 1,700.0 $53K 0.01% +1K +204.1% $30.96 +11.6%
423 GRNI TIDAL TRUST III FUNDSTRAT GRANNY 2,750.0 $52K 0.01% +2K +175.0% $19.05 +9.6%
424 CVNA CARVANA CO CL A Consumer Cyclical 165.0 $52K 0.01% -1.0 -0.6% $314.38 -79.5%
425 VIGI VANGUARD WHITEHALL FDS INTL DVD ETF 586.0 $52K 0.01% $88.46 +6.2%
426 TT TRANE TECHNOLOGIES PLC COM USD1 Industrials 123.0 $51K 0.01% -1.0 -0.8% $416.74 +8.4%
427 THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3 568.0 $51K 0.01% $89.98
428 GRNJ TIDAL TRUST III FUNDSTRAT GRANNY 2,000.0 $50K 0.01% +1K +166.7% $25.01 +21.6%
429 SMH VANECK ETF TRUST SEMICONDUCTR ETF 130.0 $50K 0.01% $383.40 +48.0%
430 JBL JABIL INC COM Technology 187.0 $50K 0.01% $265.63 +34.2%
431 XLRE SELECT SECTOR SPDR TRUST STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 1,209.0 $49K 0.01% $40.83 +9.0%
432 SOXX ISHARES TR ISHARES SEMICDTR 150.0 $49K 0.01% $328.66 +59.8%
433 FTAI AVIATION LTD SHS ISIN #KYG3730V1059 200.0 $49K 0.01% $245.00
434 BUFD FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED 1,750.0 $49K 0.01% NEW $28.00 +5.4%
435 GPC GENUINE PARTS CO COM USD1.00 Consumer Cyclical 463.0 $49K 0.01% +39.0 +9.2% $105.75 -7.7%
436 XME SPDR SERIES TRUST STATE STREET S&P METALS & MINING ETF 450.0 $49K 0.01% $108.01 +6.8%
437 SBUX STARBUCKS CORP COM USD0.001 Consumer Cyclical 542.0 $49K 0.01% -88.0 -14.0% $89.59 +18.9%
438 INGERSOLL RAND INC COM 602.0 $48K 0.01% $80.12
439 NXT NEXTPOWER INC. CLASS A COMMON STOCK Technology 391.0 $47K 0.01% $120.55 +0.4%
440 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 210.0 $47K 0.01% $222.07 +71.3%
Page 22 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%