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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 40 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 476.0 $4K NEW $8.39 +63.5%
782 BROWN-FORMAN CORP COM USD0.15 CLASS B 150.0 $4K NEW $26.06
783 HOG HARLEY DAVIDSON COM USD0.01 Consumer Cyclical 190.0 $4K NEW $20.49 +14.0%
784 SPTM SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 47.0 $4K NEW $82.51 +8.8%
785 SPHY SPDR SERIES TRUST STATE STREET PORTFOLIO HIGH YIELD BOND ETF 162.0 $4K NEW $23.67 -1.2%
786 SCHO SCHWAB SHORT TERM US TREASURY ETF 157.0 $4K NEW $24.37 -0.9%
787 MRNA MODERNA INC COM Healthcare 127.0 $4K NEW $29.49 +55.0%
788 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 211.0 $4K NEW $17.25 -20.5%
789 FLWS 1 800 FLOWERS COM INC CL A Consumer Cyclical 924.0 $4K NEW $3.93 +0.5%
790 RMD RESMED INC Healthcare 15.0 $4K NEW $240.87 -13.7%
791 WEC WEC ENERGY GROUP INC COM Utilities 34.0 $4K NEW $105.47 +5.7%
792 VRT VERTIV HOLDINGS CO COM CL A Industrials 22.0 $4K NEW $162.00 +99.2%
793 HWM HOWMET AEROSPACE INC COM Industrials 17.0 $3K NEW $205.00 +23.5%
794 SPG SIMON PROPERTY GROUP INC Real Estate 18.0 $3K NEW $185.11 +8.5%
795 COMERICA INC 38.0 $3K NEW $86.92
796 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 200.0 $3K NEW $16.49 +23.7%
797 SAN BANCO SANTANDER S.A. ADR Financial Services 281.0 $3K NEW $11.73 +0.4%
798 BBVA BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49 Financial Services 140.0 $3K NEW $23.31 -2.5%
799 CIVITAS RESOURCES INC COM NEW 120.0 $3K NEW $27.09
800 IUSG ISHARES CORE S&P US GROWTH ETF 19.0 $3K NEW $167.95 +10.8%
Page 40 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%