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 51–100 of 1,102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 24K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 23K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 17K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 25K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF | 43K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 13K | $1M+ | SH |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 46K | $1M+ | SH |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 28K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 8K | $1M+ | SH |
| RTX | RTX CORPORATION COM USD1.00 | 14K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 28K | $1M+ | SH |
| SPY | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 4K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 43K | $1M+ | SH |
| GLD | SPDR GOLD TR GOLD SHS | 6K | $1M+ | SH |
| PTRB | PGIM ETF TR TOTAL RETURN BON | 54K | $1M+ | SH |
| IWO | ISHARES TR RUS 2000 GRW ETF | 7K | $1M+ | SH |
| AVLC | AVANTIS U S LARGE CAP EQUITY ETF | 28K | $1M+ | SH |
| PM | PHILIP MORRIS INTERNATIONAL INC COM NPV | 13K | $1M+ | SH |
| MCD | MCDONALD S CORP | 7K | $1M+ | SH |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 39K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY | 123K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 2K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 37K | $1M+ | SH |
| ETN | EATON CORPORATION PLC | 6K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 9K | $1M+ | SH |
| AFL | AFLAC INC COM | 17K | $1M+ | SH |
| MRK | MERCK &CO. INC COM | 17K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 13K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| USB | US BANCORP | 33K | $1M+ | SH |
| SHW | SHERWIN-WILLIAMS CO | 5K | $1M+ | SH |
| EFG | ISHARES TR EAFE GRWTH ETF | 15K | $1M+ | SH |
| CSCO | CISCO SYSTEMS INC | 23K | $1M+ | SH |
| IAU | ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | 21K | $1M+ | SH |
| HON | HONEYWELL INTERNATIONAL INC COM USD1 | 8K | $1M+ | SH |
| ABT | ABBOTT LABORATORIES | 13K | $1M+ | SH |
| EMR | EMERSON ELECTRIC CO | 12K | $1M+ | SH |
| PNC | PNC FINANCIAL SERVICES GROUP COM USD5 | 8K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 3K | $1M+ | SH |
| FPE | FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF | 82K | $1M+ | SH |
| AON | AON PLC SHS CL A COM USD0.01 | 4K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | 20K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 3K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 6K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | 2K | $1M+ | SH |
| KO | COCA-COLA CO | 21K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | 4K | $1M+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD | 106K | $1M+ | SH |