Premier Private Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Premier Private Wealth Management LLC held in its portfolio 44 assets valued at $96,487,276 (i.e. $96.49M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($22.02M), WISDOMTREE TR ($7.05M), and SCHWAB STRATEGIC TR ($5.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Premier Private Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 257472 | 22018580 | STATE STREET SPD |
| WISDOMTREE TR | 76507 | 7044778 | US QTLY DIV GRT |
| SCHWAB STRATEGIC TR | 190874 | 5726230 | US DIVIDEND EQ |
| ISHARES TR | 58937 | 5571911 | CORE MSCI EAFE |
| FIRST TR EXCHANGE TRADED FD | 74375 | 5439046 | RISNG DIVD ACHIV |
| INVESCO EXCH TRADED FD TR II | 20687 | 5333397 | NASDAQ 100 ETF |
| SSGA ACTIVE ETF TR | 103209 | 4140750 | STATE STREET DOU |
| WISDOMTREE TR | 88698 | 4049064 | DYNAMIC INTL EQT |
| WISDOMTREE TR | 61476 | 3779023 | EMG MKTS SMCAP |
| ISHARES TR | 45544 | 3764240 | MRGSTR MD CP GRW |
| SELECT SECTOR SPDR TR | 73322 | 3003273 | STATE STREET REA |
| APPLE INC | 9107 | 2459030 | COM |
| FIDELITY COVINGTON TRUST | 61257 | 2392070 | ENHANCED INTL |
| SMARTSTOP SELF STORAG REIT I | 74593 | 2334770 | COMMON STOCK |
| INVESCO QQQ TR | 3089 | 1934211 | UNIT SER 1 |
| VANGUARD BD INDEX FDS | 25554 | 1888696 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 11618 | 1687629 | STATE STREET TEC |
| MCKESSON CORP | 1655 | 1400974 | COM |
| ETFS GOLD TR | 27970 | 1240190 | PHYSCL GOLD SHS |
| GLOBAL X FDS | 66294 | 1185337 | NASDAQ 100 COVER |
| MICROSOFT CORP | 2722 | 1152559 | COM |
| AMAZON COM INC | 3515 | 854004 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16644 | 680407 | SMID RISNG ETF |
| PROSHARES TR | 9378 | 516728 | ULTRAPRO QQQ |
| GLOBAL X FDS | 6766 | 503664 | DEFENSE TECH ETF |
| SELECT SECTOR SPDR TR | 5260 | 444470 | STATE STREET CON |
| BERKSHIRE HATHAWAY INC DEL | 903 | 440023 | CL B NEW |
| PROCORE TECHNOLOGIES INC | 7665 | 433839 | COM |
| ISHARES TR | 3256 | 430704 | CORE HIGH DV ETF |
| SELECT SECTOR SPDR TR | 7857 | 424514 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 8389 | 419869 | STATE STREET ENE |
| SCHWAB STRATEGIC TR | 12543 | 419563 | 1000 INDEX ETF |
| ISHARES TR | 8241 | 399290 | CORE 40/60 MODER |
| ISHARES TR | 5968 | 396872 | CORE 60/40 BALAN |
| PACER FDS TR | 10290 | 333190 | SWAN SOS MODRTE |
| ISHARES TR | 3169 | 292463 | CORE 80/20 AGGRE |
| NVIDIA CORPORATION | 1486 | 275816 | COM |
| ISHARES TR | 2548 | 274318 | NATIONAL MUN ETF |
| DUKE ENERGY CORP NEW | 2270 | 271242 | COM NEW |
| SPDR INDEX SHS FDS | 5386 | 254435 | PORTFOLIO DEVLPD |
| SPDR GOLD TR | 562 | 240047 | GOLD SHS |
| BROADCOM INC | 647 | 214228 | COM |
| EA SERIES TRUST | 4737 | 212350 | STRIVE 500 ETF |
| ISHARES TR | 799 | 209482 | RUSSELL 2000 ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.