Private Wealth Asset Management, LLC - Portfolio overview

Private Wealth Asset Management, LLC has 1204 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 10.05%
2. IEFA - ISHARES TRUST CORE MSCI EAFE ETF, 6.91%
3. IEMG - ISHARES CORE MSCI EMERGING MARKETS ETF, 6.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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