Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Private Wealth Asset Management, LLC (CIK 1883006) reported $935.4M across 912 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($94.3M, 10.08%), IEFA ($64.9M, 6.94%), IEMG ($60.3M, 6.45%), IJH ($57.0M, 6.09%), IJR ($30.9M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $94.3M | 10.08% | 144,336 | Added |
| 2 | IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $64.9M | 6.94% | 716,683 | Added |
| 3 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $60.3M | 6.45% | 864,758 | Trimmed |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | $57.0M | 6.09% | 844,216 | Added |
| 5 | IJR | ISHARES CORE S&P SMALL-CAP E | $30.9M | 3.30% | 248,264 | Added |
| 6 | AAPL | APPLE INC | $28.7M | 3.07% | 113,260 | Added |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | $20.1M | 2.15% | 510,590 | Added |
| 8 | MSFT | MICROSOFT CORP | $17.1M | 1.83% | 46,118 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $15.8M | 1.69% | 32,934 | Added |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC | $15.1M | 1.61% | 21 | Added |
| 11 | VNQ | VANGUARD REAL ESTATE ETF | $13.7M | 1.46% | 154,378 | Trimmed |
| 12 | IWR | ISHARES TR RUS MID CAP ETF | $13.7M | 1.46% | 140,647 | Trimmed |
| 13 | RLY | SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF | $13.2M | 1.42% | 366,347 | Added |
| 14 | VTIP | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX | $13.1M | 1.40% | 261,610 | Trimmed |
| 15 | CSRE | COHEN &STEERS ETF TRUST REAL ESTATE ACTIVE ETF | $12.3M | 1.32% | 469,410 | Added |
| 16 | EFA | ISHARES MSCI EAFE ETF | $10.9M | 1.17% | 112,684 | Added |
| 17 | ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $10.9M | 1.17% | 76,851 | Added |
| 18 | ENDW | EA SERIES TRUST CAMBRIA ENDOWM | $10.8M | 1.16% | 339,594 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP COM | $10.3M | 1.10% | 60,765 | Added |
| 20 | CAT | CATERPILLAR INC COM | $9.9M | 1.05% | 13,928 | Added |
| 21 | NVDA | NVIDIA CORPORATION COM | $9.6M | 1.03% | 55,155 | Trimmed |
| 22 | LLY | ELI LILLY &CO COM | $9.6M | 1.03% | 10,488 | Added |
| 23 | WK | WORKIVA INC COM CL A | $9.4M | 1.01% | 158,000 | Trimmed |
| 24 | GOOGL | ALPHABET INC CAP STK CL A | $8.9M | 0.95% | 31,003 | Added |
| 25 | IWP | ISHARES TR RUS MD CP GR ETF | $8.6M | 0.92% | 67,296 | Added |
Source: SEC Form 13F filings · as of 2026-03-31