Priebe Wealth Holdings LLC 13F Holdings
CIK 0002009646 · MAPLE GROVE, MN
As of Jun 30, 2025, Priebe Wealth Holdings LLC reported 53 positions worth
CIK 0002009646 · MAPLE GROVE, MN
As of Jun 30, 2025, Priebe Wealth Holdings LLC reported 53 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 395,949 | $28.8M | 24.92% |
| DAVIS FUNDAMENTAL ETF TR | DUSA | — | 166,315 | $7.7M | 6.66% |
| FIDELITY ENHANCED LARGE CAP CORE ETF | FELC | — | 218,695 | $7.5M | 6.53% |
| SIMPLIFY MBS ETF | MTBA | — | 123,100 | $6.2M | 5.34% |
| ARK NEXT GENERATION INTERNET ETF | ARKW | — | 39,852 | $5.9M | 5.09% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 11,048 | $5.4M | 4.65% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 139,377 | $4.9M | 4.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 37,594 | $3.6M | 3.10% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 33,732 | $3.4M | 2.90% |
| ADAMS DIVERSIFIED EQUITY FUND INC | ADX | — | 149,363 | $3.2M | 2.81% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,951 | $3.0M | 2.62% |
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 76,863 | $2.5M | 2.17% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 32,577 | $2.1M | 1.85% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 21,661 | $2.1M | 1.84% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 80,988 | .8M | 1.58% |
| NATIXIS ETF TRUST II | — | — | 37,665 | .6M | 1.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 30,077 | .6M | 1.36% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 27,992 | .5M | 1.28% |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | IQDG | — | 36,300 | .4M | 1.25% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,242 | .4M | 1.20% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 17,655 | .3M | 1.14% |
| FEDERATED HERMES US STRATEGIC DIVIDEND ETF | FDV | — | 39,775 | .1M | 0.95% |
| ABRDN GOLD ETF TRUST | SGOL | — | 34,400 | .1M | 0.94% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 20,946 | .1M | 0.92% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 23,612 | $988.6K | 0.86% |