§ 13F · FUND PROFILE
Premier Private Wealth Management LLC.
AUM · $114M (13F)Positions · 60Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 306K | $10M | 8.5% | +11% |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 29K | $9M | 7.6% | +17% |
| 3 | SDY | SPDR SERIES TRUST | 53K | $8M | 7.0% | +1% |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 97K | $8M | 6.9% | +1% |
| 5 | IEFA | ISHARES TR | 69K | $7M | 5.9% | +16% |
| 6 | IMCG | ISHARES TR | 65K | $6M | 5.6% | +14% |
| 7 | SPSM | SPDR SERIES TRUST | 107K | $6M | 5.4% | +11% |
| 8 | DGRW | WISDOMTREE TR | 54K | $5M | 4.5% | +1% |
| 9 | DDWM | WISDOMTREE TR | 82K | $4M | 3.3% | +4% |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | 73K | $4M | 3.2% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PREMIER SIGNAL
AC read
Premier Private Wealth Management LLC is a Other fund managing $114 million in assets. The fund runs a portfolio of 60 positions.
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