§ 13F · FUND PROFILE
Priebe Wealth Holdings LLC.
AUM · $115M (13F)Positions · 53Turnover · n/a · Q2Filed · Jul 25, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 25, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 396K | $29M | 24.9% | −51% |
| 2 | DUSA | DAVIS FUNDAMENTAL ETF TR | 166K | $8M | 6.7% | +34% |
| 3 | FELC | FIDELITY COVINGTON TRUST | 219K | $8M | 6.5% | NEW |
| 4 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 123K | $6M | 5.3% | +31% |
| 5 | ARKW | ARK ETF TR | 40K | $6M | 5.1% | −69% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $5M | 4.6% | −2% |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD | 139K | $5M | 4.3% | +33% |
| 8 | SPYG | SPDR SERIES TRUST | 38K | $4M | 3.1% | −57% |
| 9 | BILS | SPDR SERIES TRUST | 34K | $3M | 2.9% | +100% |
| 10 | ADX | ADAMS DIVERSIFIED EQUITY FD | 149K | $3M | 2.8% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIEBE SIGNAL
AC read
Priebe Wealth Holdings LLC is a Other fund managing $115 million in assets. The fund runs a portfolio of 53 positions.
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