Priebe Wealth Holdings LLC
CIK: 0002009646SEC EDGAR →
Portfolio Value
$115.5B
Holdings
53
As of
Q2 2025
New Positions
4
Closed Positions
28
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 395,949 | $28.8B | 24.92% |
| 2 | DAVIS FUNDAMENTAL ETF TR | 166,315 | $7.7B | 6.66% |
| 3 | FIDELITY COVINGTON TRUST | 218,695 | $7.5B | 6.53% |
| 4 | SIMPLIFY EXCHANGE TRADED FUN | 123,100 | $6.2B | 5.34% |
| 5 | ARK ETF TR | 39,852 | $5.9B | 5.09% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 11,048 | $5.4B | 4.65% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 139,377 | $4.9B | 4.26% |
| 8 | SPDR SERIES TRUST | 37,594 | $3.6B | 3.10% |
| 9 | SPDR SERIES TRUST | 33,732 | $3.4B | 2.90% |
| 10 | ADAMS DIVERSIFIED EQUITY FD | 149,363 | $3.2B | 2.81% |
Quarterly Changes
Top Buys
New Positions (4)
Closed Positions (28)
$629.7M · 12K shares
$521.3M · 3K shares
$374.6M · 650 shares
$363.6M · 6K shares
$339.8M · 15K shares
$335.2M · 2K shares
$296.9M · 2K shares
$292.3M · 4K shares
$289.0M · 2K shares
$282.1M · 2K shares
$273.6M · 906 shares
$269.1M · 6K shares
$267.3M · 15K shares
$264.6M · 1K shares
$258.3M · 3K shares
$253.1M · 4K shares
$242.1M · 5K shares
$234.7M · 633 shares
$222.5M · 4K shares
$221.9M · 2K shares
$220.8M · 4K shares
$219.7M · 5K shares
$214.7M · 1K shares
$212.2M · 2K shares
$209.1M · 671 shares
$201.4M · 216 shares
$201.1M · 1K shares
$200.2M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $97.5B | 84.4% |
| Unknown | 2 | $11.2B | 9.7% |
| Technology | 5 | $4.7B | 4.1% |
| Healthcare | 2 | $782.2M | 0.7% |
| Communication Services | 1 | $647.1M | 0.6% |
| Consumer Cyclical | 1 | $319.6M | 0.3% |
| Industrials | 1 | $261.1M | 0.2% |