§ 13F · FUND PROFILE
Private Wealth Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $753.5T (13F)Positions · 1086Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 142K | $97.5T | 10.6% | +4% |
| 2 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 922K | $62.0T | 6.7% | +1% |
| 3 | IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 688K | $61.5T | 6.7% | +2% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 843K | $55.7T | 6.1% | +1% |
| 5 | AAPL | APPLE INC | 107K | $29.1T | 3.2% | +1% |
| 6 | IJR | ISHARES CORE S&P SMALL-CAP E | 232K | $27.9T | 3.0% | +2% |
| 7 | MSFT | MICROSOFT CORP | 47K | $22.6T | 2.5% | +2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 32K | $16.3T | 1.8% | −15% |
| 9 | WK | WORKIVA INC COM CL A | 175K | $15.1T | 1.6% | +133% |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC | 20 | $15.1T | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIVATE SIGNAL
AC read
Private Wealth Asset Management, LLC is a Other fund managing $753545.5 trillion in assets. The fund runs a massive portfolio of 1,086 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed