Private Wealth Asset Management
$1.8B 13F equity value
1,152 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Private Wealth Asset Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 141,848 | $105M | 5.8% |
| AAPL | APPLE INC | 220,918 | $76M | 4.2% |
| IEFA | ISHARES TR | 769,509 | $73M | 4.1% |
| MSFT | MICROSOFT CORP | 116,593 | $62M | 3.4% |
| IJH | ISHARES TR | 849,084 | $61M | 3.4% |
| IEMG | ISHARES INC | 774,006 | $57M | 3.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 74,367 | $42M | 2.4% |
| NVDA | NVIDIA CORPORATION | 185,746 | $35M | 1.9% |
| IJR | ISHARES TR | 245,852 | $34M | 1.9% |
| SDVY | FIRST TR EXCHANGE TRADED FD | 759,088 | $33M | 1.8% |
Track Private Wealth Asset Management's 13F portfolio: $1.8B in reported holdings, 1,152 positions. Top holdings and quarterly changes on SentiSense.
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