13F Insight
DOSSIER · 13F-HR · Q1 2026

Private Wealth Asset Management, LLC

Private Wealth Asset's asset manager based in Stamford, CT — $935M in tracked AUM across 923 positions as of Q1 2026.

PW
Private Wealth Asset·Stamford, CT·Asset Manager
CIK 0001883006 · last filed Mar 31, 2026
Total AUM
$935M
▲ 1.5%
vs prior
Holdings
923
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Private Wealth Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$94M144K10.1%
02
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
$65M717K6.9%
03
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
$60M865K6.4%
04
IJH
ISHARES CORE S&P MID-CAP ETF
$57M844K6.1%
05
IJR
ISHARES CORE S&P SMALL-CAP E
$31M248K3.3%
06
AAPL
APPLE INC
$29M113K3.1%
07
SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
$20M511K2.2%
08
MSFT
MICROSOFT CORP
$17M46K1.8%
09
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
$16M33K1.7%
10
BRK/A
BERKSHIRE HATHAWAY INC
$15M211.6%

Filing history

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