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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 29 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CGGR CAPITAL GROUP GROWTH ETF 500.0 $20K 0.00% $40.19 +14.0%
562 VRT VERTIV HOLDINGS CO COM CL A Industrials 80.0 $20K 0.00% +58.0 +263.6% $250.57 +29.8%
563 EW EDWARDS LIFESCIENCES CORP Healthcare 249.0 $20K 0.00% -3.0 -1.2% $80.08 +3.2%
564 DECK DECKERS OUTDOOR CORP Consumer Cyclical 198.0 $20K 0.00% $100.09 -1.0%
565 NKE NIKE INC CLASS B COM NPV Consumer Cyclical 374.0 $20K 0.00% -9.0 -2.4% $52.82 -16.7%
566 SCZ ISHARES TR EAFE SML CP ETF 251.0 $20K 0.00% $78.41 +7.7%
567 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 Technology 319.0 $20K 0.00% -5.0 -1.5% $61.35 -16.5%
568 CROX CROCS INC Consumer Cyclical 235.0 $20K 0.00% $83.02 +27.1%
569 APOS APOLLO GLOBAL MGMT INC COM Financial Services 175.0 $19K 0.00% -2.0 -1.1% $111.42 -76.7%
570 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 524.0 $19K 0.00% NEW $37.02 +13.0%
571 SNA SNAP-ON INC Industrials 53.0 $19K 0.00% $363.23 -1.0%
572 VSAT VIASAT INC Technology 419.0 $19K 0.00% $45.80 +58.5%
573 SYF SYNCHRONY FINANCIAL COM Financial Services 280.0 $19K 0.00% -6.0 -2.1% $68.02 +3.6%
574 RIGL RIGEL PHARMACEUTICALS INC COM Healthcare 700.0 $19K 0.00% +400.0 +133.3% $27.04 +8.2%
575 CDW CDW CORP COM USD0.01 Technology 156.0 $19K 0.00% -1.0 -0.6% $121.02 -13.0%
576 CINF CINCINNATI FINANCIAL CORP COM USD2.00 Financial Services 119.0 $19K 0.00% -2.0 -1.6% $157.35 +6.4%
577 NWS NEWS CORP Communication Services 656.0 $19K 0.00% $28.51 +5.0%
578 CRNC CERENCE INC COM Technology 2,950.0 $19K 0.00% NEW $6.31 +48.3%
579 ED CONSOLIDATED EDISON INC COM USD0.10 Utilities 164.0 $19K 0.00% -4.0 -2.4% $113.18 -4.9%
580 RGS REGIS CORPORATION COM SHS Consumer Cyclical 750.0 $19K 0.00% +400.0 +114.3% $24.69 +13.5%
Page 29 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%