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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 45 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AMC ENTMT HLDGS INC CL A NEW 923.0 $905.0 $0.98
882 TECK TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 Basic Materials 17.0 $880.0 $51.76 +16.4%
883 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 35.0 $875.0 $25.00 +15.2%
884 AAON AAON INC Industrials 10.0 $828.0 -2.0 -16.7% $82.80 +57.3%
885 GDDY GODADDY INC CL A Technology 10.0 $827.0 -2.0 -16.7% $82.70 +10.5%
886 LUV SOUTHWEST AIRLINES CO Industrials 22.0 $827.0 $37.59 +2.0%
887 BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 18.0 $800.0 $44.44
888 GRAB GRAB HLDGS LTD CL A ORD ISIN #KYG4124C1096 Technology 213.0 $780.0 $3.66 -3.3%
889 VIST VISTA ENERGY S.A.B. DE C.V. SPON ADS EACH REP 1 ORD SHS SER A Energy 10.0 $755.0 $75.50 +4.0%
890 BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW Financial Services 25.0 $750.0 $30.00 +13.1%
891 CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD Technology 5.0 $714.0 $142.80 -11.8%
892 CCEF CALAMOS ETF TRUST CEF INCOME &ARBITRAGE ETF 25.0 $704.0 NEW $28.16 +3.4%
893 AKBA AKEBIA THERAPEUTICS INC COM Healthcare 500.0 $695.0 NEW $1.39 -35.6%
894 SPAB SPDR SERIES TRUST STATE STREET PORTFOLIO AGGREGATE BOND ETF 23.0 $589.0 -2K -98.8% $25.61 -1.6%
895 GRNT GRANITE RIDGE RESOURCES INC COM Energy 100.0 $587.0 $5.87 -6.6%
896 AMG AFFILIATED MANAGERS GROUP INC COM Financial Services 2.0 $553.0 $276.50 +6.7%
897 SHYG ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 13.0 $550.0 $42.31 -0.3%
898 GRAL GRAIL INC COM Healthcare 10.0 $517.0 $51.70 +17.4%
899 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 20.0 $500.0 $25.00 +4.0%
900 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 154.0 $473.0 NEW $3.07 -5.9%
Page 45 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%