Private Wealth Asset Management, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$935.4M
Holdings
921
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
10.1%
02
$IEFA
ISHARES TRUST CORE MSCI EAFE ETF
Held since at least Q1 2024
6.9%
03
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Held since at least Q1 2024
6.4%
04
$IJH
ISHARES CORE S&P MID-CAP ETF
Held since at least Q1 2024
6.1%
05
$IJR
ISHARES CORE S&P SMALL-CAP E
Held since at least Q1 2024
3.3%
06
$AAPL
APPLE INC
Held since at least Q1 2024
3.1%
07
$SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Held since at least Q1 2024
2.2%
08
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.8%
09
$BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Held since at least Q1 2024
1.7%
10
$BRK/A
BERKSHIRE HATHAWAY INC
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.