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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 26 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HPQ HP INC COM Technology 1,621.0 $31K 0.00% +492.0 +43.6% $19.21 +14.0%
502 RHI ROBERT HALF INC COM USD0.001 Industrials 1,222.0 $31K 0.00% $25.40 +3.3%
503 TRGP TARGA RESOURCES CORP Energy 121.0 $30K 0.00% -3.0 -2.4% $250.73 +8.0%
504 ETHW BITWISE ETHEREUM ETF SHARES OF BENEFICIAL INTEREST Financial Services 2,000.0 $30K 0.00% +500.0 +33.3% $15.00 +2.2%
505 IBOTTA INC CLASS A COM SHS 1,000.0 $30K 0.00% $29.97
506 ENTG ENTEGRIS INC Technology 254.0 $30K 0.00% $117.24 +12.1%
507 RMBS RAMBUS INC Technology 339.0 $29K 0.00% $86.03 +55.2%
508 MPLX MPLX LP COM UNIT REP LTD Energy 500.0 $29K 0.00% $57.07 -2.5%
509 NET CLOUDFLARE INC CL A COM Technology 138.0 $28K 0.00% $206.34 +3.1%
510 KRE SPDR SERIES TRUST STATE STREET S&P REGIONAL BANKING ETF 435.0 $28K 0.00% $65.15 +6.2%
511 SRE SEMPRA COM Utilities 288.0 $28K 0.00% -6.0 -2.0% $97.17 -5.9%
512 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 416.0 $27K 0.00% $64.61 +41.0%
513 IRTC IRHYTHM HOLDINGS INC COM Healthcare 226.0 $27K 0.00% $118.02 -0.1%
514 DGRO ISHARES TRUST CORE DIVID GWTH 379.0 $27K 0.00% $70.18 +5.7%
515 SDY SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF 181.0 $26K 0.00% $145.94 +1.9%
516 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 406.0 $26K 0.00% $64.97 +10.8%
517 DLN WISDOMTREE TR US LARGECAP DIVD 294.0 $26K 0.00% NEW $89.33 +7.0%
518 ROP ROPER TECHNOLOGIES INC Industrials 74.0 $26K 0.00% -1.0 -1.3% $353.86 -7.1%
519 FORTINET INC COM USD0.001 317.0 $26K 0.00% -3.0 -0.9% $81.72
520 VVV VALVOLINE INC COM Energy 765.0 $26K 0.00% $33.68 -1.2%
Page 26 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%