Premier Private Wealth Management LLC: 13F holdings
CIK 20565502026Q2
| Positions | 60 |
|---|
| Reported value | $114.3m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 60 (+7 vs prior quarter) |
|---|
| Reported value | $114.3m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHD SCHWAB STRATEGIC TR | 306,387 | $9.7m | 8.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 28,585 | $8.7m | 7.6% |
| SDY SPDR SERIES TRUST | 52,930 | $8.1m | 7.0% |
| RDVY FIRST TR EXCHANGE TRADED FD | 96,741 | $7.8m | 6.9% |
| IEFA ISHARES TR | 69,250 | $6.7m | 5.9% |
| IMCG ISHARES TR | 65,033 | $6.4m | 5.6% |
| SPSM SPDR SERIES TRUST | 107,152 | $6.2m | 5.4% |
| DGRW WISDOMTREE TR | 54,097 | $5.2m | 4.5% |
| EWU WISDOMTREE TR | 82,143 | $3.8m | 3.3% |
| LMBS FIRST TR EXCHANGE-TRADED FD | 72,686 | $3.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056550")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples