Institutions / Private Wealth Asset Management, LLC
Private Wealth Asset Management, LLC
CIK 1883006 · Institution · as of Dec 31, 2025
Portfolio value
$919.28M
Positions
1,102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,102 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $97.48M | 10.6% |
| iShares Core MSCI Emerging Markets ETF | $61.97M | 6.7% |
| iShares Trust Core MSCI Eafe ETF | $61.52M | 6.7% |
| iShares Core S&P Mid-Cap ETF | $55.65M | 6.1% |
| Apple Inc. | $29.07M | 3.2% |
| iShares Core S&P Small-Cap E | $27.86M | 3.0% |
| Microsoft Corp | $22.55M | 2.5% |
| Warren E. Buffett | $16.29M | 1.8% |
| Workiva Inc | $15.10M | 1.6% |
| Berkshire Hathaway Inc | $15.10M | 1.6% |
| Vanguard Sht-Term Inflation-Protected Sec Idx | $14.60M | 1.6% |
| Vanguard Real Estate ETF | $14.45M | 1.6% |
| First Tr Exchange-Traded Fd VI Smid Risng ETF | $13.70M | 1.5% |
| iShares Tr Rus Mid Cap ETF | $13.58M | 1.5% |
| iShares MSCI UAE ETF | $11.19M | 1.2% |
| ELI LILLY & Co | $11.14M | 1.2% |
| iShares MSCI Eafe ETF | $10.80M | 1.2% |
| NVIDIA Corp | $10.66M | 1.2% |
| Ea Series Trust Cambria Endowm | $10.54M | 1.1% |
| JPMORGAN CHASE & CO | $9.58M | 1.0% |
| Alphabet Inc. | $9.34M | 1.0% |
| International Business Machines Corp | $8.80M | 1.0% |
| Vanguard Mid-Cap Index Fund | $8.76M | 1.0% |
| iShares Russell 2000 ETF | $8.55M | 0.9% |
| iShares Tr Rus Md Cp Gr ETF | $8.46M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.