Private Wealth Asset Management, LLC - Portfolio Stock Holdings
Private Wealth Asset Management, LLC disclosed 1147 stock positions in a recent SEC 13F filing. $1,821,037,738 of stock holdings were filed, with the largest holdings including IVV, IEFA, and AAPL. This filing represented positions held on Sept. 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.
Report Period:
Sept. 30, 2026No. of Stocks:
1147Est. Stock Holding Value:
$1,821,037,738Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Private Wealth Asset Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Private Wealth Asset Management, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...