Private Wealth Asset Management, LLC - Portfolio Stock Holdings

Private Wealth Asset Management, LLC disclosed 973 stock positions in a recent SEC 13F filing. $1,023,919,510 of stock holdings were filed, with the largest holdings including IVV, IEFA, and IEMG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,523,259,243 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.