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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 56 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SRPT SAREPTA THERAPEUTICS INC Healthcare 1.0 $22.0 NEW $22.00 -23.8%
1102 VALARIS LTD WTS EXP 04/29/2028 ISIN #BMG9460G1197 3.0 $5.0 NEW $1.67
Page 56 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%