Personal Wealth Partners 13F Portfolio Snapshot

CIK: 0001766435

Long-term holder

Total reported value

—

Reporting period: 2022-06-30 · Number of holdings: 1

Personal Wealth Partners disclosed 1 holdings in its latest 13F filing for the period ending 2022-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "P"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-06-30	1	—	0
2022-03-31	74	$229.2M	0	1USMV 2SPYM 3SPYV Top holdings2022-03-31 1.USMV 2.SPYM 3.SPYV 4.SPSM 5.EFAV 6.IVV 7.IVW 8.IJR 9.SPDW 10.SPY
2021-12-31	76	$242.2M	0	1USMV 2SPYM 3EFAV Top holdings2021-12-31 1.USMV 2.SPYM 3.EFAV 4.SPSM 5.SPYV 6.IVV 7.IVW 8.IJR 9.SPY 10.SPDW
2021-09-30	76	$237.2M	0	1USMV 2SPYM 3EFAV Top holdings2021-09-30 1.USMV 2.SPYM 3.EFAV 4.SPSM 5.SPYV 6.IJR 7.IVV 8.IVW 9.SPDW 10.SPY
2021-06-30	437	$247.9M	94	1USMV 2EFAV 3IJR Top holdings2021-06-30 1.USMV 2.EFAV 3.IJR 4.SPYM 5.SPYV 6.SPSM 7.IVV 8.IVW 9.SPY 10.SPDW
2021-03-31	77	$221.6M	26	1USMV 2IJR 3EFAV Top holdings2021-03-31 1.USMV 2.IJR 3.EFAV 4.SPYV 5.IVV 6.IVW 7.SPYM 8.SPY 9.IEMG 10.SPSM
2020-12-31	70	$213.9M	14	1USMV 2IJR 3EFAV Top holdings2020-12-31 1.USMV 2.IJR 3.EFAV 4.IVV 5.IVW 6.AGG 7.SPYV 8.IEMG 9.IJH 10.SPY
2020-09-30	67	$190.7M	9	1USMV 2EFAV 3IJR Top holdings2020-09-30 1.USMV 2.EFAV 3.IJR 4.AGG 5.IVV 6.IVW 7.IJH 8.IVE 9.SPY 10.SPYV
2020-06-30	63	$182.5M	21	1USMV 2IJR 3EFAV Top holdings2020-06-30 1.USMV 2.IJR 3.EFAV 4.AGG 5.IVV 6.IJH 7.IVW 8.IVE 9.SPY 10.IEMG
2020-03-31	61	$166.4M	34	1USMV 2EFAV 3IJR Top holdings2020-03-31 1.USMV 2.EFAV 3.IJR 4.IJH 5.IVE 6.AGG 7.IVV 8.IVW 9.IEMG 10.SPY
2019-12-31	704	$232.1M	16	1USMV 2IJR 3EFAV Top holdings2019-12-31 1.USMV 2.IJR 3.EFAV 4.IJH 5.IVE 6.AGG 7.IVW 8.IVV 9.SPY 10.IEMG
2019-09-30	744	$216.6M	36	1USMV 2IJR 3EFAV Top holdings2019-09-30 1.USMV 2.IJR 3.EFAV 4.AGG 5.IJH 6.IVE 7.IVW 8.IVV 9.SPY 10.IEMG
2019-06-30	301	$209.3M	13	1USMV 2AGG 3IJR Top holdings2019-06-30 1.USMV 2.AGG 3.IJR 4.IJH 5.IVW 6.IVE 7.IEMG 8.SPY 9.IWM 10.IJT
2019-03-31	59	$188.2M	100	1USMV 2AGG 3IJR Top holdings2019-03-31 1.USMV 2.AGG 3.IJR 4.IJH 5.IVW 6.IVE 7.IEMG 8.SPY 9.IWM 10.MDY
2018-12-31	40	$159.6M	0	1AGG 2EEMV 3GSG Top holdings2018-12-31 1.AGG 2.EEMV 3.GSG 4.MDY 5.AAXJ 6.IWB 7.SHM 8.BRK-B 9.SUB 10.HYG

Holding changes this quarter

Position changes disclosed by Personal Wealth Partners for the quarter ending 2022-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-04-25	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-10-20	13F-HR	View on EDGAR
2021-06-30	2021-07-23	13F-HR	View on EDGAR
2021-03-31	2021-04-20	13F-HR	View on EDGAR
2020-12-31	2021-02-08	13F-HR	View on EDGAR
2020-09-30	2020-11-02	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-07	13F-HR	View on EDGAR
2019-12-31	2020-01-28	13F-HR	View on EDGAR
2019-09-30	2019-10-22	13F-HR	View on EDGAR
2019-06-30	2019-07-30	13F-HR	View on EDGAR
2019-03-31	2019-04-17	13F-HR	View on EDGAR
2018-12-31	2019-02-05	13F-HR	View on EDGAR

FAQ

What is Personal Wealth Partners and what type of investor is it?

Personal Wealth Partners is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Personal Wealth Partners's largest equity positions?

Based on the latest 13F filing, Personal Wealth Partners's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Personal Wealth Partners make in its most recent portfolio filing?

No notable portfolio changes were recorded for Personal Wealth Partners in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Personal Wealth Partners focus on?

Sector breakdown data is not yet available for Personal Wealth Partners. Check back after the next 13F processing cycle.

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Concentration0.0

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Total reported value

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Total reported value

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Personal Wealth Partners 13F Portfolio Snapshot

CIK: 0001766435

Long-term holder

Total reported value

—

Reporting period: 2022-06-30 · Number of holdings: 1

Personal Wealth Partners disclosed 1 holdings in its latest 13F filing for the period ending 2022-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "P"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-06-30	1	—	0
2022-03-31	74	$229.2M	0	1USMV 2SPYM 3SPYV Top holdings2022-03-31 1.USMV 2.SPYM 3.SPYV 4.SPSM 5.EFAV 6.IVV 7.IVW 8.IJR 9.SPDW 10.SPY
2021-12-31	76	$242.2M	0	1USMV 2SPYM 3EFAV Top holdings2021-12-31 1.USMV 2.SPYM 3.EFAV 4.SPSM 5.SPYV 6.IVV 7.IVW 8.IJR 9.SPY 10.SPDW
2021-09-30	76	$237.2M	0	1USMV 2SPYM 3EFAV Top holdings2021-09-30 1.USMV 2.SPYM 3.EFAV 4.SPSM 5.SPYV 6.IJR 7.IVV 8.IVW 9.SPDW 10.SPY
2021-06-30	437	$247.9M	94	1USMV 2EFAV 3IJR Top holdings2021-06-30 1.USMV 2.EFAV 3.IJR 4.SPYM 5.SPYV 6.SPSM 7.IVV 8.IVW 9.SPY 10.SPDW
2021-03-31	77	$221.6M	26	1USMV 2IJR 3EFAV Top holdings2021-03-31 1.USMV 2.IJR 3.EFAV 4.SPYV 5.IVV 6.IVW 7.SPYM 8.SPY 9.IEMG 10.SPSM
2020-12-31	70	$213.9M	14	1USMV 2IJR 3EFAV Top holdings2020-12-31 1.USMV 2.IJR 3.EFAV 4.IVV 5.IVW 6.AGG 7.SPYV 8.IEMG 9.IJH 10.SPY
2020-09-30	67	$190.7M	9	1USMV 2EFAV 3IJR Top holdings2020-09-30 1.USMV 2.EFAV 3.IJR 4.AGG 5.IVV 6.IVW 7.IJH 8.IVE 9.SPY 10.SPYV
2020-06-30	63	$182.5M	21	1USMV 2IJR 3EFAV Top holdings2020-06-30 1.USMV 2.IJR 3.EFAV 4.AGG 5.IVV 6.IJH 7.IVW 8.IVE 9.SPY 10.IEMG
2020-03-31	61	$166.4M	34	1USMV 2EFAV 3IJR Top holdings2020-03-31 1.USMV 2.EFAV 3.IJR 4.IJH 5.IVE 6.AGG 7.IVV 8.IVW 9.IEMG 10.SPY
2019-12-31	704	$232.1M	16	1USMV 2IJR 3EFAV Top holdings2019-12-31 1.USMV 2.IJR 3.EFAV 4.IJH 5.IVE 6.AGG 7.IVW 8.IVV 9.SPY 10.IEMG
2019-09-30	744	$216.6M	36	1USMV 2IJR 3EFAV Top holdings2019-09-30 1.USMV 2.IJR 3.EFAV 4.AGG 5.IJH 6.IVE 7.IVW 8.IVV 9.SPY 10.IEMG
2019-06-30	301	$209.3M	13	1USMV 2AGG 3IJR Top holdings2019-06-30 1.USMV 2.AGG 3.IJR 4.IJH 5.IVW 6.IVE 7.IEMG 8.SPY 9.IWM 10.IJT
2019-03-31	59	$188.2M	100	1USMV 2AGG 3IJR Top holdings2019-03-31 1.USMV 2.AGG 3.IJR 4.IJH 5.IVW 6.IVE 7.IEMG 8.SPY 9.IWM 10.MDY
2018-12-31	40	$159.6M	0	1AGG 2EEMV 3GSG Top holdings2018-12-31 1.AGG 2.EEMV 3.GSG 4.MDY 5.AAXJ 6.IWB 7.SHM 8.BRK-B 9.SUB 10.HYG

Holding changes this quarter

Position changes disclosed by Personal Wealth Partners for the quarter ending 2022-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-04-25	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-10-20	13F-HR	View on EDGAR
2021-06-30	2021-07-23	13F-HR	View on EDGAR
2021-03-31	2021-04-20	13F-HR	View on EDGAR
2020-12-31	2021-02-08	13F-HR	View on EDGAR
2020-09-30	2020-11-02	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-07	13F-HR	View on EDGAR
2019-12-31	2020-01-28	13F-HR	View on EDGAR
2019-09-30	2019-10-22	13F-HR	View on EDGAR
2019-06-30	2019-07-30	13F-HR	View on EDGAR
2019-03-31	2019-04-17	13F-HR	View on EDGAR
2018-12-31	2019-02-05	13F-HR	View on EDGAR

FAQ

What is Personal Wealth Partners and what type of investor is it?

What are Personal Wealth Partners's largest equity positions?

Based on the latest 13F filing, Personal Wealth Partners's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Personal Wealth Partners make in its most recent portfolio filing?

No notable portfolio changes were recorded for Personal Wealth Partners in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Personal Wealth Partners focus on?

Sector breakdown data is not yet available for Personal Wealth Partners. Check back after the next 13F processing cycle.