account_balance

Investment manager · 13F filer · SEC CIK 2056550

Premier Private Wealth Management LLC

Reported value$115Mas of Sep 30, 2026
Positions57 2 new, 5 sold out
Top 10 weight58.5%SCHD alone is 9%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
SCHD Schwab Strategic Tr 9.0% Added +4%
QQQM Invesco Exch Traded Fd Tr II 7.9% Added +4%
SDY SPDR Series Trust 6.9% Added +2%
RDVY First Tr Exchange Traded Fd 6.7% Held
IEFA iShares Tr 6.2% Added +6%
IMCG iShares Tr 5.5% Added +4%
SPSM SPDR Series Trust 5.1% Added +4%
DGRW Wisdomtree Tr 4.6% Held
DDWM Wisdomtree Tr 3.3% Added +2%
LMBS First Tr Exchange-Traded Fd 3.2% Added +6%
FENI Fidelity Covington Trust 3.1% Added +3%
TOTL Ssga Active ETF Tr 3.0% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • HYG +31%
  • SPYM +23%
  • PDBC +23%
  • VTI +18%
arrow_downwardTrimmed
  • SMA −21%
  • AOM −14%
  • BIL −12%
  • BILS −11%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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