Private Wealth Asset Management, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,037,785
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 930 | 1,037,785 | 13F-HR | Private Wealth Asset Management, LLC |
| Q1 2026 | 5/6/2026 | 923 | 935,388 | 13F-HR | Private Wealth Asset Management, LLC |
| 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 | 396.8 K | 38.2% | 26.76 K | 0 | 26.76 K |
| ETFs | 641 K | 61.8% | 75.64 K | 0 | 75.64 K |
| Debt | 9 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,037,785
Holdings
930
QoQ value change ($000)
102,397
(10.9%)
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.