Private Wealth Asset Management, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 919,276
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 1,102 | 919,276 | 13F-HR | Private Wealth Asset Management, LLC |
| Q3 2025 | 11/3/2025 | 1,093 | 847,578 | 13F-HR | Private Wealth Asset Management, LLC |
| Q2 2025 | 7/28/2025 | 1,086 | 753,545 | 13F-HR | Private Wealth Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 606 K | 65.9% | 58.03 K | 0 | 58.03 K |
| ETFs | 312.7 K | 34.0% | 13.69 K | 0 | 13.69 K |
| Debt | 9 | 0.0% | 0 | 6 | -6 |
| Other | 480 | 0.1% | 0 | 23 | -23 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
919,276
Holdings
1102
QoQ value change ($000)
71,698
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.