CIK 1883006
Private Wealth Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 142K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 922K | $1M+ | SH |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 688K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 843K | $1M+ | SH |
| AAPL | APPLE INC | 107K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL-CAP E | 232K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 47K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 32K | $1M+ | SH |
| WK | WORKIVA INC COM CL A | 175K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC | 20 | $1M+ | SH |
| VTIP | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX | 295K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 163K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | 358K | $1M+ | SH |
| IWR | ISHARES TR RUS MID CAP ETF | 141K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 75K | $1M+ | SH |
| LLY | ELI LILLY &CO COM | 10K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 112K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 57K | $1M+ | SH |
| ENDW | EA SERIES TRUST CAMBRIA ENDOWM | 341K | $1M+ | SH |
| JPM | JPMORGAN CHASE &CO. COM | 30K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 30K | $1M+ | SH |
| IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | 30K | $1M+ | SH |
| VO | VANGUARD MID-CAP INDEX FUND | 30K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 35K | $1M+ | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 62K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 14K | $1M+ | SH |
| GEW | EA SERIES TRUST CAMBRIA GLOBAL | 141K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 58K | $1M+ | SH |
| AEG | AEGON LIMITED AMER REGD CERT(1 SH EUR0.12) | 900K | $1M+ | SH |
| SLV | ISHARES SILVER TR ISHARES | 106K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 29K | $1M+ | SH |
| DE | DEERE & CO | 14K | $1M+ | SH |
| META | META PLATFORMS INC CLASS A COMMON STOCK | 10K | $1M+ | SH |
| RLY | SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF | 200K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF | 10K | $1M+ | SH |
| CSRE | COHEN &STEERS ETF TRUST REAL ESTATE ACTIVE ETF | 234K | $1M+ | SH |
| ACN | ACCENTURE PLC | 22K | $1M+ | SH |
| GRNY | TIDAL TRUST I FUNDSTRAT GRANNY | 231K | $1M+ | SH |
| ABBV | ABBVIE INC COM USD0.01 | 24K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 10K | $1M+ | SH |
| HD | HOME DEPOT INC | 14K | $1M+ | SH |
| V | VISA INC | 12K | $1M+ | SH |
| JNJ | JOHNSON &JOHNSON COM | 19K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 8K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 24K | $1M+ | SH |
| WMT | WALMART INC COM | 33K | $1M+ | SH |
| RISR | TIDAL TRUST I FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | 98K | $1M+ | SH |
| IXUS | ISHARES TR CORE MSCI TOTAL | 42K | $1M+ | SH |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 6K | $1M+ | SH |