Private Wealth Asset Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $754 Billion distributed in 1086 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $55.5B, Ishares Inc with a value of $54.6B, Ishares Core S&P Mid Cap ETF with a value of $51.3B, Ishares Core S&P 500 ETF with a value of $41.8B, and Berkshire Hathaway Inc Class B with a value of $27.1B.
Examining the 13F form we can see an increase of $58.2B in the current position value, from $695B to 754B.
Private Wealth Asset Management, LLC is based out at Cedar Rapids, IA
Below you can find more details about Private Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$754 Billion
ETFs: $423 Billion
Financial Services: $77.4 Billion
Technology: $75.6 Billion
Industrials: $41.9 Billion
Healthcare: $30.1 Billion
Consumer Defensive: $23 Billion
Consumer Cyclical: $17.6 Billion
Communication Services: $16.8 Billion
Other: $23.8 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
