Praetorian Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Carmel, CA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$526,195
Net value change ($000)
+22,481 (4.5%)
New positions
5
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGV 5,736 11.6%
VEA 3,291 8.7%
IBMT 2,117 171.3%
IBDX 1,822 82.6%
VTI 1,745 210.0%
VOE 1,385 7.5%
VWO 1,247 7.0%
IBMS 1,237 28.7%
VBK 1,122 7.4%
IBMR 1,089 20.8%
Top Reduces (Value $000, Stocks/ETFs)
IVW -1,675 -4.3%
MGK -1,149 -1.7%
VOX -1,122 -13.3%
IBDR -705 -11.7%
IBMO -690 -11.1%
MSFT -416 -41.2%
VOT -366 -1.6%
VCR -332 -9.4%
VFH -241 -8.1%
LLY -220 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type