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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 9 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VB VANGUARD SMALL-CAP INDEX FUND 2,037.0 $534K 0.06% -200.0 -8.9% $261.92 +6.5%
162 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 3,726.0 $519K 0.06% $139.37 -7.0%
163 SITM SITIME CORP COM Technology 1,500.0 $518K 0.06% $345.35 +110.1%
164 SCHB SCHWAB US BROAD MARKET ETF 20,551.0 $516K 0.06% $25.10 +12.3%
165 DIS DISNEY WALT CO COM Communication Services 5,346.0 $515K 0.06% $96.38 +7.9%
166 ITW ILLINOIS TOOL WORKS INC COM Industrials 1,978.0 $515K 0.06% +49.0 +2.5% $260.29 -4.2%
167 ECL ECOLAB INC Basic Materials 1,912.0 $509K 0.05% $266.06 -6.3%
168 AMAT APPLIED MATERIALS INC COM USD0.01 Technology 1,439.0 $492K 0.05% -159.0 -9.9% $341.74 +19.1%
169 QCOM QUALCOMM INC Technology 3,761.0 $484K 0.05% +901.0 +31.5% $128.78 +58.1%
170 WM WASTE MANAGEMENT INC Industrials 2,067.0 $475K 0.05% -97.0 -4.5% $229.79 -3.1%
171 SHYM ISHARES HIGH YIELD MUNI INCOME ACTIVE ETF 21,470.0 $473K 0.05% NEW $22.02 +0.2%
172 GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 3,721.0 $466K 0.05% -382.0 -9.3% $125.13 +11.2%
173 BA BOEING CO Industrials 2,302.0 $458K 0.05% +254.0 +12.4% $199.03 +8.0%
174 VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF 4,048.0 $444K 0.05% $109.69 +15.5%
175 IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 3,050.0 $441K 0.05% $144.71 +8.8%
176 COST COSTCO WHOLESALE CORP COM Consumer Defensive 441.0 $439K 0.05% -240.0 -35.2% $995.46 +5.4%
177 ADI ANALOG DEVICES INC COM Technology 1,376.0 $438K 0.05% $318.05 +30.3%
178 NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 Basic Materials 4,039.0 $437K 0.05% -33.0 -0.8% $108.25 +1.5%
179 NEE NEXTERA ENERGY INC COM USD0.01 Utilities 4,679.0 $435K 0.05% +671.0 +16.7% $92.88 +0.5%
180 TXN TEXAS INSTRUMENTS INC COM USD1.00 Technology 2,215.0 $430K 0.05% +335.0 +17.8% $194.14 +54.8%
Page 9 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%