Private Wealth Asset Management, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$919.3B

Holdings

1,102

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,102 positions)

StockValue
SPYVSPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 VALUE ETF
$126.0M
JEFJEFFERIES FINL GROUP INC COM
$126.0M
UGIUGI CORP
$125.0M
SCHASCHWAB STRATEGIC TR US SMALL-CAP ETF
$124.0M
LINLINDE PLC COM EUR0.001
$124.0M
APLDAPPLIED DIGITAL CORP COM USD0.001 (POST REV SPLIT)
$122.0M
FLEXFLEX LTD COM USD0.01
$120.0M
GLDMWORLD GOLD TR SPDR GLD MINIS
$119.0M
FTSMFIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF
$119.0M
GWWGRAINGER W W INC COM
$118.0M
KMIKINDER MORGAN INC COM USD0.01
$117.0M
ZSZSCALER INC COM
$116.0M
EMBISHARES TR JP MOR EM MK ETF
$115.0M
GSGISHARES S&P GSCI COMMODITY- IN UNIT BEN INT
$115.0M
IWBISHARES RUSSELL 1000 INDEX FUND
$114.0M
TLTWISHARES TR 20 YEAR TR BD
$112.0M
BITBBITWISE BITCOIN ETF TR SHS BEN INT
$110.0M
VOTVANGUARD MID-CAP GROWTH INDEX FUND
$110.0M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$110.0M
APHAMPHENOL CORP CLASS A COM USD0.001
$108.0M
FNXFIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD ISIN #US33735B1089 SEDOL #B40RQL1
$107.0M
VONEVANGUARD RUSSELL 1000
$107.0M
ASMLASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
$106.0M
ABGCENCORA INC COM
$106.0M
FNDASCHWAB STRATEGIC TR FUNDAMENTAL US S
$105.0M
FYCFIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD
$104.0M
MDTMEDTRONIC PLC
$102.0M
IMCBISHARES TR MRGSTR MD CP ETF
$102.0M
PWRQUANTA SERVICES COM USD0.00001
$101.0M
DKSDICK S SPORTING GOODS INC
$100.0M
SPYMSPDR PORTFOLIO S&P 500 ETF
$99.0M
SPHQINVESCO EXCHANGE TRADED FD TR S&P500 QUALITY
$97.0M
FQIDIGITAL REALTY TRUST INC
$96.0M
WGMIVALKYRIE ETF TRUST II COINSHARES BITCOIN MINING ETF
$95.0M
VHTVANGUARD WORLD FD HEALTH CAR ETF
$94.0M
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$94.0M
CELHCELSIUS HLDGS INC COM NEW
$91.0M
BITOPROSHARES BITCOIN ETF
$91.0M
BROBROWN & BROWN INC
$90.0M
SMBSSCHWAB STRATEGIC TR MORTGAGE-BACKED SECURITIES ETF
$90.0M
PHPARKER-HANNIFIN CORP COM
$90.0M
ROKUROKU INC COM CL A
$90.0M
MFCMANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519
$89.0M
IYKISHARES TR US CONSM STAPLES
$89.0M
NDAQNASDAQ INC COM STK
$88.0M
INTUINTUIT INC
$88.0M
KEYSKEYSIGHT TECHNOLOGIES INC COM USD0.01 WD
$87.0M
USMVISHARES TR MSCI USA MIN VOL
$83.0M
NTRNUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0
$83.0M
DBCINVESCO DB COMMDY INDX TRCK FD UNIT
$82.0M
AEEAMEREN CORP COM USD0.01
$81.0M
VBRVANGUARD SMALL CAP VALUE ETF
$80.0M
GRMNGARMIN LTD COM CHF10.00
$79.0M
CBSHCOMMERCE BANCSHARES INC
$78.0M
COPCONOCOPHILLIPS COM
$78.0M
CTRACOTERRA ENERGY INC COM
$77.0M
AMLPALPS ETF TR ALERIAN MLP
$76.0M
RCLROYAL CARIBBEAN GROUP COM USD0.01
$75.0M
TRITHOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3
$74.0M
EAELECTRONIC ARTS INC
$74.0M
CITHE CIGNA GROUP COM
$73.0M
HYGISHARES TR IBOXX HI YD ETF
$73.0M
WELLWELLTOWER INC COM
$73.0M
UFCSUNITED FIRE GROUP INC
$72.0M
SCHPSCHWAB STRATEGIC TR US TIPS ETF
$71.0M
TSAACI WORLDWIDE INC
$71.0M
TMUST-MOBILE US INC COM
$70.0M
ICSHISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
$70.0M
SMCISUPER MICRO COMPUTER INC COM NEW
$70.0M
CECOCECO ENVIRONMENTAL CORP COM STK USD0.01
$70.0M
FDLOFIDELITY LOW VOLATILITY FACTOR ETF
$70.0M
SCHWSCHWAB CHARLES CORP COM
$70.0M
CVNACARVANA CO CL A
$70.0M
BKBANK OF NEW YORK MELLON CORP COM USD0.01
$69.0M
FYXFIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743
$69.0M
OMCOMNICOM GROUP INC COM USD0.15
$69.0M
IUSBISHARES TRUST CORE UNIVERSAL USD BOND ETF
$68.0M
HBC2HSBC HLDGS PLC SPON ADR NEW
$68.0M
DHIDR HORTON INC COM STK USD0.01
$68.0M
KMBKIMBERLY-CLARK CORP COM
$67.0M
OGEOGE ENERGY CORP COM USD0.01
$67.0M
BPREBLUEROCK PVT REAL ESTATE FD COM
$65.0M
GSKGSK PLC SPON ADS EACH REP 2 ORD SHS
$65.0M
JCIJOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00
$63.0M
PPLPEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8
$62.0M
IGIBISHARES TR ISHS 5-10YR INVT
$62.0M
FXNFIRST TR EXCHANGE TRADED FD II ENERGY ALPHADEX FD ANNUAL
$62.0M
GMGENERAL MTRS CO COM
$62.0M
HCAHCA HEALTHCARE INC COM
$62.0M
TTETOTALENERGIES SE EUR2.5
$61.0M
SPSMSPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF
$61.0M
FANGDIAMONDBACK ENERGY INC COM USD0.01
$61.0M
FDXFEDEX CORP COM USD0.10
$60.0M
SJNKSPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$60.0M
COFCAPITAL ONE FINANCIAL CORP COM USD0.01
$60.0M
FTGCFIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD
$60.0M
VGSHVANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF
$60.0M
BPBP PLC SPONSORED ADR
$59.0M
TFCTRUIST FINL CORP COM
$59.0M
AIQGLOBAL X FDS ARTIFICIAL ETF
$58.0M
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