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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 39 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RALLIANT CORP COM 152.0 $6K 0.00% -1.0 -0.7% $41.59
762 MRNA MODERNA INC COM Healthcare 124.0 $6K 0.00% -3.0 -2.4% $50.80 -5.3%
763 ON ON SEMICONDUCTOR CORP COM USD0.01 Technology 101.0 $6K 0.00% $61.92 +76.7%
764 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 78.0 $6K 0.00% -1.0 -1.3% $78.03 -1.3%
765 VRTS VIRTUS INVT PARTNERS INC COM Financial Services 44.0 $6K 0.00% $134.34 +4.4%
766 HUBS HUBSPOT INC Technology 24.0 $6K 0.00% $244.08 -14.6%
767 RWX SPDR INDEX SHARES FUNDS STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 219.0 $6K 0.00% $26.56 +2.9%
768 PINS PINTEREST INC CL A Communication Services 315.0 $6K 0.00% $18.34 +8.7%
769 MKL MARKEL GROUP INC COM NPV Financial Services 3.0 $6K 0.00% $1914.00 -2.5%
770 HRI HERC HLDGS INC COM Industrials 56.0 $6K 0.00% NEW $99.55 +34.5%
771 LNTH LANTHEUS HOLDINGS INC COM USD0.01 Healthcare 73.0 $6K 0.00% $75.85 +22.8%
772 KROS KEROS THERAPEUTICS INC COM Healthcare 500.0 $6K 0.00% $11.04 -8.0%
773 PATH UIPATH INC CL A Technology 497.0 $6K 0.00% -11.0 -2.2% $11.10 -4.1%
774 TGTX TG THERAPEUTICS INC Healthcare 165.0 $5K 0.00% $33.22 +18.9%
775 AMID EA SERIES TRUST ARGENT MID CAP 170.0 $5K 0.00% $32.14 +5.1%
776 ACM AECOM Industrials 64.0 $5K 0.00% $84.81 -16.1%
777 SM SM ENERGY CO Energy 174.0 $5K 0.00% +169.0 +3380.0% $31.18 +6.4%
778 VTWO VANGUARD RUSSELL 2000 ETF 54.0 $5K 0.00% $100.17 +10.1%
779 UBS UBS GROUP AG Financial Services 136.0 $5K 0.00% $39.07 +18.5%
780 AREN THE ARENA GROUP HOLDINGS INC COM Communication Services 2,400.0 $5K 0.00% $2.17 -25.8%
Page 39 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%