Private Wealth Asset Management, LLC 13F Holdings
CIK 0001883006 · CEDAR RAPIDS, IA
As of Sep 30, 2025, Private Wealth Asset Management, LLC reported 1,093 positions worth $814.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 137,186 | $91.8M | 11.27% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 914,331 | $60.3M | 7.40% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 674,560 | $58.9M | 7.23% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 838,386 | $54.7M | 6.71% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 228,356 | $27.1M | 3.33% |
| APPLE INC | AAPL | Technology | 105,493 | $26.9M | 3.30% |
| MICROSOFT CORP | MSFT | Technology | 45,515 | $23.6M | 2.89% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 38,230 |