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CIK: 0002009646
Total reported value
$115.5M
$115.5M
77 檔
79.6%
In Q1 2025, Priebe Wealth Holdings LLC's U.S. equity holdings reached a combined market value of $115.5M, distributed across 77 disclosed stock positions.
During Q1 2025, Priebe Wealth Holdings 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 33.35% | — | +12.55% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 8.14% | — | +1.59% | |
| 3 | ARKW | Ark Next Generation Internet | ETF-Other | 7.64% | — | -4.20% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.43% | — | -1.63% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.75% | — | +2.96% | |
| 6 | DUSA | Davis Select US Equity ETF | ETF-Other | 3.27% | — | +1757.53% | |
| 7 | MTBA | Simplify Mbs ETF | ETF-Other | 2.94% | — | +803.85% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.50% | — | -2.81% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.19% | — | — | |
| 10 | ADX | Adams Diversified Equity | Stock-Other | 2.15% | — | -17.32% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.84% | — | -15.72% | |
| 12 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.76% | — | +3.32% | |
| 13 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.37% | — | +24.09% | |
| 14 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 1.23% | — | -44.35% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.19% | — | +108.82% | |
| 16 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.05% | — | -19.04% | |
| 17 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.95% | — | +12.42% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.92% | — | +6.49% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | -8.27% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.89% | — | +21.67% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.84% | — | -40.04% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.82% | — | -1.46% | |
| 23 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.81% | — | — | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.80% | — | -26.47% | |
| 25 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.74% | — | -16.26% | |
| 26 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.74% | — | — | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.60% | — | -16.77% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | — | +7.16% | |
| 29 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.56% | — | +24.44% | |
| 30 | LSGR | Natixis Loomis Focused Grwth | ETF-Other | 0.54% | — | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | — | +8.33% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.44% | — | -43.17% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | +6.48% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.39% | — | -13.55% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | — | -0.40% | |
| 36 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.36% | — | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | — | -10.05% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | — | +14.40% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | -1.02% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | — | -0.91% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | — | -20.64% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.30% | — | -60.63% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.30% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | +1.70% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.27% | — | -55.81% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | +16.49% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.23% | — | — | |
| 48 | PEO | Adams Natural Resources Fund | Stock-Other | 0.21% | — | +2.29% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | — | +11.23% | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.20% | — | -1.04% |
According to official SEC Form 13F filings, Priebe Wealth Holdings LLC reported a total U.S. public equity portfolio value of $115.5M across 77 disclosed positions in Q1 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 SPYM, BINC, ARKW) accounted for 79.6% of total reported equity market value during Q1 2025.
During Q1 2025, Priebe Wealth Holdings LLC's top holdings by market value included SPYM (33.4%)、BINC (8.1%)、ARKW (7.6%). The largest single position, SPYM, represented 33.4% of total portfolio value.
In Q1 2025, Priebe Wealth Holdings 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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