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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 3 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 14,627.0 $4.8M 0.51% +904.0 +6.6% $328.89 -8.8%
42 GOOG ALPHABET INC CAP STK CL C Communication Services 16,709.0 $4.8M 0.51% $286.86 +37.0%
43 AMZN AMAZON.COM INC Consumer Cyclical 22,487.0 $4.7M 0.50% -7K -23.5% $208.27 +24.5%
44 AVIV AVANTIS INTERNATIONAL LARGE CAP VAL ETF 58,621.0 $4.4M 0.47% +42K +251.6% $74.83 +4.3%
45 AVLC AVANTIS U S LARGE CAP EQUITY ETF 55,903.0 $4.3M 0.46% +28K +98.0% $77.55 +11.7%
46 ACN ACCENTURE PLC Technology 21,112.0 $4.2M 0.45% -1K -4.5% $198.29 -10.8%
47 WMT WALMART INC COM Consumer Defensive 32,527.0 $4.0M 0.43% -177.0 -0.5% $124.28 +7.3%
48 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 8,735.0 $3.8M 0.41% -1K -11.9% $436.77 -80.2%
49 CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 59,596.0 $3.7M 0.40% +17K +39.6% $62.68 +28.3%
50 IXUS ISHARES TR CORE MSCI TOTAL 42,525.0 $3.7M 0.39% +981.0 +2.4% $86.64 +7.4%
51 FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 206,389.0 $3.7M 0.39% +124K +150.8% $17.75 +1.0%
52 WCMI FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY 217,385.0 $3.6M 0.39% +94K +76.2% $16.77 +9.7%
53 V VISA INC Financial Services 12,029.0 $3.6M 0.39% -379.0 -3.0% $302.25 +10.1%
54 PTRB PGIM ETF TR TOTAL RETURN BON 85,562.0 $3.6M 0.38% +32K +59.4% $41.51 -1.2%
55 IWS ISHARES RUSSELL MID-CAP VALUE ETF 23,793.0 $3.5M 0.37% $145.74 +6.1%
56 PG PROCTER AND GAMBLE CO COM Consumer Defensive 22,356.0 $3.2M 0.34% -220.0 -1.0% $144.44 -1.4%
57 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 5,425.0 $3.1M 0.34% -281.0 -4.9% $577.19 +21.5%
58 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 15,656.0 $3.1M 0.33% -1K -6.5% $196.20 +5.5%
59 UNP UNION PAC CORP COM Industrials 12,523.0 $3.0M 0.33% $242.62 +13.4%
60 VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 46,184.0 $3.0M 0.32% $64.08 +7.7%
Page 3 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%