Institutional Fund
Praetorian Wealth Management, Inc.
Carmel, CACIK 18189405 filings on record
Portfolio Value
$526.20M
Q1 2026
Holdings
77
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+4.5%
from $503.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd12.3%
- Vanguard World Fd10.5%
- Vanguard Tax-Managed Fds7.8%
- Ishares Tr7.1%
- Ishares Tr5.3%
- Vanguard Index Fds4.3%
- Other52.7%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 168.4K | $64.62M | 12.3% | +9.0K | Added |
| 2 | Vanguard World Fd | 368.7K | $55.04M | 10.5% | +19.4K | Added |
| 3 | Vanguard Tax-Managed Fds | 604.1K | $40.97M | 7.8% | +972 | Added |
| 4 | Ishares Tr | 314.7K | $37.49M | 7.1% | −3.1K | Reduced |
| 5 | Ishares Tr | 128.4K | $27.76M | 5.3% | −1.1K | Reduced |
| 6 | Vanguard Index Fds | 84.2K | $22.83M | 4.3% | +1.1K | Added |
| 7 | Vanguard World Fd | 92.9K | $22.82M | 4.3% | +2.4K | Added |
| 8 | Vanguard Index Fds | 105.0K | $19.91M | 3.8% | +576 | Added |
| 9 | Vanguard Intl Equity Index F | 337.7K | $19.08M | 3.6% | +6.0K | Added |
| 10 | Vanguard Index Fds | 58.4K | $17.44M | 3.3% | +573 | Added |
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