Private Wealth Asset Management
$1.0B 13F equity value
978 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Private Wealth Asset Management covers the quarter ended June 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 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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