Premier Private Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Palm Harbor, FL
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$94,815
Net value change ($000)
-1,672 (-1.7%)
New positions
6
Sold out positions
3
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 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)
LMBS 3,166 NEW
SCHD 2,736 47.8%
DTCR 1,554 NEW
RDVY 1,089 20.0%
IMCG 749 19.9%
MUB 663 242.0%
SKOR 508 NEW
QQQM 487 9.1%
FENI 447 18.7%
SGOL 268 21.6%
Top Reduces (Value $000, Stocks/ETFs)
BIL -2,788 -64.1%
SPYM -2,493 -79.6%
DGRW -2,341 -33.2%
XLRE -879 -29.3%
DGS -813 -21.5%
SMA -684 -29.3%
QYLD -676 -57.0%
DDWM -548 -13.5%
BILS -510 -52.2%
SHLD -504 -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