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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 37 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VSH VISHAY INTERTECHNOLOGY INC COM USD0.10 Technology 533.0 $8K 0.00% NEW $14.49 +189.4%
722 AI C3 AI INC CL A Technology 569.0 $8K 0.00% NEW $13.48 -32.2%
723 CCOR LISTED FDS TR CORE ALT FD 289.0 $8K 0.00% NEW $26.26 -2.8%
724 TLT ISHARES TR 20 YR TR BD ETF 87.0 $8K 0.00% NEW $87.16 -3.9%
725 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 120.0 $8K 0.00% NEW $62.69 +16.7%
726 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 313.0 $8K 0.00% NEW $24.02 +38.4%
727 BIZD VANECK ETF TR VANECK BDC INCOME ETF 525.0 $7K 0.00% NEW $14.18 -12.0%
728 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 157.0 $7K 0.00% NEW $47.06 +6.2%
729 PCOR PROCORE TECHNOLOGIES INC COM Technology 100.0 $7K 0.00% NEW $72.74 -37.2%
730 LENNAR CORP COM USD0.10 CLASS B 76.0 $7K 0.00% NEW $95.12
731 DIOD DIODES INC Technology 146.0 $7K 0.00% NEW $49.34 +94.5%
732 VRTS VIRTUS INVT PARTNERS INC COM Financial Services 44.0 $7K 0.00% NEW $163.16 -15.0%
733 ETSY INC COM 128.0 $7K 0.00% NEW $55.44
734 AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 Utilities 54.0 $7K 0.00% NEW $130.50 -5.7%
735 MKC MCCORMICK &COMPANY INC COM NPV Consumer Defensive 103.0 $7K 0.00% NEW $68.11 -31.5%
736 OMAH TIDAL TRUST III VISTASHARES TRGT 374.0 $7K 0.00% NEW $18.74 +1.7%
737 VMI VALMONT INDUSTRIES INC Industrials 17.0 $7K 0.00% NEW $402.29 +24.8%
738 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 60.0 $7K 0.00% NEW $113.72 +11.7%
739 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 79.0 $7K 0.00% NEW $84.35 -10.0%
740 TEX TEREX CORP Industrials 123.0 $7K 0.00% NEW $53.38 +4.9%
Page 37 of 56  ·  1,102 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 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%