Private Wealth Asset Management, LLC: 13F holdings
CIK 18830062026Q2
| Positions | 930 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 141,287 | $105.8m | 10.2% |
| IEFA ISHARES TRUST CORE MSCI EAFE ETF | 752,944 | $73.0m | 7.0% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 811,467 | $67.3m | 6.5% |
| IJH ISHARES CORE S&P MID-CAP ETF | 824,734 | $63.8m | 6.1% |
| IJR ISHARES CORE S&P SMALL-CAP E | 234,697 | $34.9m | 3.4% |
| AAPL APPLE INC | 109,636 | $31.7m | 3.1% |
| SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | 639,969 | $27.7m | 2.7% |
| MSFT MICROSOFT CORP | 49,516 | $18.5m | 1.8% |
| BRK-B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 34,478 | $17.3m | 1.7% |
| SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF | 482,919 | $16.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1883006")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.