account_balance
Investment manager · 13F filer · SEC CIK 1883006
Private Wealth Asset Management, LLC
Reported value$1.83Bas of Sep 30, 2026
Positions695 236 new, 471 sold out
Top 10 weight31.6%IVV alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.7%
AAPLApple Inc.
4.1%Added +102%
IEFAiShares Tr
4.0%Added +2%
MSFTMicrosoft Corp
3.4%Added +135%
IJHiShares Tr
3.4%Added +3%
IEMGiShares Inc
3.1%Trimmed −5%
BRK-BBerkshire Hathaway Inc
2.3%Added +116%
NVDANVIDIA Corp
1.9%Added +225%
IJRiShares Tr
1.9%Added +5%
SDVYFirst Tr Exchange Traded Fd
1.8%Added +19%
LLYELI Lilly & Co
1.6%Added +89%
GOOGAlphabet Inc.
1.4%+311%
IVViShares Tr
5.7%
AAPLApple Inc.
4.1%Added +102%
IEFAiShares Tr
4.0%Added +2%
MSFTMicrosoft Corp
3.4%Added +135%
IJHiShares Tr
3.4%Added +3%
IEMGiShares Inc
3.1%
NVDANVIDIA Corp
1.9%
IJRiShares Tr
1.9%
SDVY1.8%
LLY1.6%GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.7% Held
AAPL Apple Inc. 4.1% Added +102%IEFA iShares Tr 4.0% Added +2%
MSFT Microsoft Corp 3.4% Added +135%IJH iShares Tr 3.4% Added +3%
IEMG iShares Inc 3.1% Trimmed −5%
BRK-B Berkshire Hathaway Inc 2.3% Added +116%NVDA NVIDIA Corp 1.9% Added +225%IJR iShares Tr 1.9% Added +5%
SDVY First Tr Exchange Traded Fd 1.8% Added +19%
LLY ELI Lilly & Co 1.6% Added +89%GOOG Alphabet Inc. 1.4% Added +311%What changed
Biggest moves since Jun 30, 2026
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