Institutional Fund
Private Wealth Asset Management, LLC
Omaha, NECIK 18830065 filings on record
Portfolio Value
$935.39M
Q1 2026
Holdings
921
Reported positions
New Buys
60
Opened this quarter
QoQ Change
+1.8%
from $919.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.1%
- Ishares Tr6.9%
- Ishares Inc6.4%
- Ishares Tr6.1%
- Ishares Tr3.3%
- Apple Inc3.1%
- Other64.1%
Portfolio Holdings
921 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 144.3K | $94.28M | 10.1% | +2.0K | Added |
| 2 | Ishares Tr | 716.7K | $64.88M | 6.9% | +29.0K | Added |
| 3 | Ishares Inc | 864.8K | $60.32M | 6.4% | −57.2K | Reduced |
| 4 | Ishares Tr | 844.2K | $57.01M | 6.1% | +1.0K | Added |
| 5 | Ishares Tr | 248.3K | $30.86M | 3.3% | +16.4K | Added |
| 6 | Apple Inc | 113.3K | $28.74M | 3.1% | +6.3K | Added |
| 7 | First Tr Exchange-Traded Fd | 510.6K | $20.13M | 2.2% | +153.0K | Added |
| 8 | Microsoft Corp | 46.1K | $17.07M | 1.8% | −516 | Reduced |
| 9 | Berkshire Hathaway Inc Del | 32.9K | $15.78M | 1.7% | +524 | Added |
| 10 | Berkshire Hathaway Inc Del | 21 | $15.08M | 1.6% | +1 | Added |
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