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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 34 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SPYD SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF 270.0 $12K 0.00% $45.52 +3.4%
662 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 140.0 $12K 0.00% $87.40 -3.4%
663 ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 Real Estate 260.0 $12K 0.00% -9.0 -3.4% $46.42 +3.1%
664 RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV 176.0 $12K 0.00% $68.46 +9.0%
665 RPM RPM INTERNATIONAL INC Basic Materials 121.0 $12K 0.00% $99.40 -4.4%
666 RKT ROCKET COS INC COM CL A Financial Services 841.0 $12K 0.00% $14.25 -11.1%
667 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 436.0 $12K 0.00% -33.0 -7.0% $27.46 -1.4%
668 SJM SMUCKER J M CO COM NEW Consumer Defensive 124.0 $12K 0.00% -1.0 -0.8% $96.44 +6.8%
669 VLTO VERALTO CORP COM SHS Industrials 135.0 $12K 0.00% -65.0 -32.5% $88.42 -2.2%
670 VNOM VIPER ENERGY INC CL A Energy 253.0 $12K 0.00% $46.99 +3.7%
671 VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 149.0 $12K 0.00% $79.27 -0.5%
672 SAIA SAIA INC Industrials 33.0 $12K 0.00% $351.27 +27.8%
673 WLY WILEY JOHN &SONS INC COM USD1.00 CLASS A Communication Services 300.0 $11K 0.00% $38.10 +10.3%
674 BITO PROSHARES BITCOIN ETF 1,225.0 $11K 0.00% -6K -83.7% $9.31 +13.9%
675 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 525.0 $11K 0.00% -50.0 -8.7% $21.62 +18.1%
676 TTD THE TRADE DESK INC COM CL A Technology 500.0 $11K 0.00% -3.0 -0.6% $22.69 -6.7%
677 RS RELIANCE INC COM NPV Basic Materials 37.0 $11K 0.00% -1.0 -2.6% $303.92 +17.6%
678 PPG PPG INDUSTRIES INC COM USD1.666 Basic Materials 105.0 $11K 0.00% $106.88 -4.8%
679 BIIB BIOGEN INC COM USD0.0005 Healthcare 61.0 $11K 0.00% -2.0 -3.2% $183.33 +2.4%
680 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 160.0 $11K 0.00% $68.57 +6.3%
Page 34 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%