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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 4 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVW ISHARES S&P 500 GROWTH ETF 25,239.0 $2.9M 0.30% $113.11 +18.9%
62 RTX RTX CORPORATION COM USD1.00 Industrials 14,455.0 $2.8M 0.30% +84.0 +0.6% $192.90 -8.8%
63 AGG ISHARES CORE US AGGREGATE BOND ETF 27,966.0 $2.8M 0.30% +394.0 +1.4% $99.27 -1.7%
64 CRWD CROWDSTRIKE HLDGS INC CL A Technology 7,067.0 $2.8M 0.29% -1K -13.8% $390.41 +58.5%
65 AVGO BROADCOM INC COM Technology 8,692.0 $2.7M 0.29% +912.0 +11.7% $309.51 +32.8%
66 MRK MERCK &CO. INC COM Healthcare 19,474.0 $2.3M 0.25% +2K +11.3% $120.29 -6.4%
67 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 28,956.0 $2.3M 0.25% +24K +467.8% $80.58 +12.3%
68 SPY STATE STREET SPDR S&P 500 ETF UNITS Financial Services 3,522.0 $2.3M 0.24% $650.34 +12.8%
69 PM PHILIP MORRIS INTERNATIONAL INC COM NPV Consumer Defensive 13,440.0 $2.2M 0.24% $165.34 +15.8%
70 GLD SPDR GOLD TR GOLD SHS Financial Services 5,160.0 $2.2M 0.24% -688.0 -11.8% $430.29 -2.8%
71 ETN EATON CORPORATION PLC Industrials 6,179.0 $2.2M 0.24% $357.67 +6.8%
72 IWO ISHARES TR RUS 2000 GRW ETF 6,987.0 $2.2M 0.23% $313.81 +12.6%
73 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 39,941.0 $2.2M 0.23% -3K -7.7% $54.05 +7.1%
74 WFC WELLS FARGO CO NEW COM Financial Services 27,030.0 $2.2M 0.23% -694.0 -2.5% $79.61 -6.6%
75 MCD MCDONALD S CORP Consumer Cyclical 6,886.0 $2.1M 0.23% -153.0 -2.2% $310.79 -9.1%
76 EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 37,679.0 $2.1M 0.23% -1K -2.8% $56.79 +13.2%
77 IVE ISHARES S&P 500 VALUE ETF 9,085.0 $1.9M 0.20% $211.15 +6.3%
78 XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 14,316.0 $1.9M 0.20% +2K +14.4% $132.90 +30.4%
79 PDBC INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD 108,265.0 $1.9M 0.20% +2K +1.8% $17.32 +8.8%
80 EFG ISHARES TR EAFE GRWTH ETF 16,764.0 $1.9M 0.20% +1K +9.0% $111.37 +6.0%
Page 4 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%