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PRIVATE WEALTH ASSET MANAGEMENT, LLC
PRIVATE WEALTH ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30
PRIVATE WEALTH ASSET MANAGEMENT, LLC runs PRIVATE WEALTH ASSET MANAGEMENT, LLC and currently holds 929 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.04B. Their top holdings are IVV, IEFA, IEMG, IJH, IJR. The top five represent 33.2% of reported portfolio weight. PRIVATE WEALTH ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 57 existing positions. They trimmed 35 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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929 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES CORE S&P 500 ETF | 10.19% | $622.26 | $769.30 | +23.63% | Trimmed -2.11% |
 IEFA ISHARES TRUST CORE MSCI EAFE ETF | 7.03% | $77.93 | $100.87 | +29.43% | Added +5.06% |
 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 6.49% | $54.24 | $81.56 | +50.37% | Trimmed -6.16% |
 IJH ISHARES CORE S&P MID-CAP ETF | 6.14% | $58.55 | $76.75 | +31.08% | Trimmed -2.31% |
 IJR ISHARES CORE S&P SMALL-CAP E | 3.36% | $106.32 | $147.28 | +38.52% | Trimmed -5.46% |
 AAPL APPLE INC | 3.06% | $224.53 | $309.35 | +37.78% | Trimmed -3.20% |
 SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | 2.67% | $37.80 | $43.87 | +16.06% | Added +25.34% |
 MSFT MICROSOFT CORP | 1.78% | $378.18 | $483.24 | +27.78% | Added +7.37% |
 BRK-B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 1.66% | $530.33 | $495.77 | -6.52% | Added +4.69% |
RL RLY SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF | 1.61% | $33.69 | $37.79 | +12.17% | Added +31.82% |
Showing 1-10 of 929