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CIK: 0002056550
Total reported value
$114.3M
$114.3M
50 檔
27.5%
In Q4 2025, Premier Private Wealth Management LLC's U.S. equity holdings reached a combined market value of $114.3M, distributed across 50 disclosed stock positions.
During Q4 2025, Premier Private Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 7.99% | -0.99% | — | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.30% | -0.43% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.93% | -0.43% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.77% | +0.17% | — | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 5.64% | -0.02% | — | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.53% | +1.44% | — | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.97% | +0.51% | — | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.51% | -0.77% | — | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.29% | -0.88% | — | |
| 10 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 4.20% | -0.37% | — | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.92% | -0.29% | — | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 3.90% | +0.83% | — | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | -0.12% | — | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.11% | -0.22% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.55% | -0.10% | — | |
| 16 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.48% | +0.05% | — | |
| 17 | SMA | Smartstop Self Storage Reit | Stock-Other | 2.42% | -0.54% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.01% | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.96% | -0.43% | — | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.75% | +0.23% | — | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.45% | -0.41% | — | |
| 22 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.29% | -0.53% | — | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.23% | -0.18% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.15% | — | |
| 25 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.01% | -0.12% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.04% | — | |
| 27 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.81% | -0.05% | — | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.71% | -0.01% | — | |
| 29 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.54% | +0.72% | — | |
| 30 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.52% | — | — | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | -0.18% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | — | |
| 33 | PCOR | Procore Technologies Inc | Stock-Tech | 0.45% | -0.19% | — | |
| 34 | HDV | Ishares Core High Dividend E | ETF-Other | 0.45% | -0.11% | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | -0.06% | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.23% | — | |
| 37 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.43% | -0.06% | — | |
| 38 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.41% | -0.14% | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.41% | -0.05% | — | |
| 40 | PSMJ | Pacer Swan Sos Moderate July | ETF-Other | 0.35% | -0.05% | — | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.30% | -0.04% | — | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.30% | +0.29% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.04% | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.28% | +2.04% | — | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.28% | -0.04% | — | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.26% | -0.03% | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | -0.07% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.01% | — | |
| 49 | STXF | Strive 500 ETF | ETF-Other | 0.22% | +0.19% | NEW | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.18% | NEW |
According to official SEC Form 13F filings, Premier Private Wealth Management LLC reported a total U.S. public equity portfolio value of $114.3M across 50 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SDY, DGRW, SCHD) accounted for 27.5% of total reported equity market value during Q4 2025.
During Q4 2025, Premier Private Wealth Management LLC's top holdings by market value included SDY (8.0%)、DGRW (7.3%)、SCHD (5.9%). The largest single position, SDY, represented 8.0% of total portfolio value.
In Q4 2025, Premier Private Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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