Private Wealth Asset Management
$1.0B 13F equity value
978 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 141,287 | $106M | 10.2% |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 752,944 | $73M | 7.0% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 811,467 | $67M | 6.5% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 824,734 | $64M | 6.1% |
| IJR | ISHARES CORE S&P SMALL-CAP E | 234,697 | $35M | 3.4% |
| AAPL | APPLE INC | 109,636 | $32M | 3.1% |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | 639,969 | $28M | 2.7% |
| MSFT | MICROSOFT CORP | 49,516 | $18M | 1.8% |
| BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 34,478 | $17M | 1.7% |
| RLY | SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF | 482,919 | $17M | 1.6% |
Track Private Wealth Asset Management's 13F portfolio: $1.0B in reported holdings, 978 positions. Top holdings and quarterly changes on SentiSense.
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