Priebe Wealth Holdings LLC
CIK: 0002009646SEC EDGAR →
Portfolio Value
$115.5M
Holdings
53
As of
Q2 2025
New Positions
4
Closed Positions
28
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 395,949 | $28.8M | 24.92% |
| 2 | DAVIS FUNDAMENTAL ETF TR | 166,315 | $7.7M | 6.66% |
| 3 | FIDELITY COVINGTON TRUST | 218,695 | $7.5M | 6.53% |
| 4 | SIMPLIFY EXCHANGE TRADED FUN | 123,100 | $6.2M | 5.34% |
| 5 | ARK ETF TR | 39,852 | $5.9M | 5.09% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 11,048 | $5.4M | 4.65% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 139,377 | $4.9M | 4.26% |
| 8 | SPDR SERIES TRUST | 37,594 | $3.6M | 3.10% |
| 9 | SPDR SERIES TRUST | 33,732 | $3.4M | 2.90% |
| 10 | ADAMS DIVERSIFIED EQUITY FD | 149,363 | $3.2M | 2.81% |
Quarterly Changes
Top Buys
New Positions (4)
Closed Positions (28)
$630K · 12K shares
$521K · 3K shares
$375K · 650 shares
$364K · 6K shares
$340K · 15K shares
$335K · 2K shares
$297K · 2K shares
$292K · 4K shares
$289K · 2K shares
$282K · 2K shares
$274K · 906 shares
$269K · 6K shares
$267K · 15K shares
$265K · 1K shares
$258K · 3K shares
$253K · 4K shares
$242K · 5K shares
$235K · 633 shares
$222K · 4K shares
$222K · 2K shares
$221K · 4K shares
$220K · 5K shares
$215K · 1K shares
$212K · 2K shares
$209K · 671 shares
$201K · 216 shares
$201K · 1K shares
$200K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $97.5M | 84.4% |
| Unknown | 2 | $11.2M | 9.7% |
| Technology | 5 | $4.7M | 4.1% |
| Healthcare | 2 | $782K | 0.7% |
| Communication Services | 1 | $647K | 0.6% |
| Consumer Cyclical | 1 | $320K | 0.3% |
| Industrials | 1 | $261K | 0.2% |