Priebe Wealth Holdings LLC - Portfolio overview
Priebe Wealth Holdings LLC has 53 reported holdings in this dataset, with the latest filing dated 2025-07-25.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- SPLG - SPDR SERIES TRUST, 24.92%
- DUSA - DAVIS FUNDAMENTAL ETF TR, 6.66%
- FELC - FIDELITY COVINGTON TRUST, 6.53%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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