Institutional Fund
Premier Private Wealth Management LLC
Palm Harbor, FLCIK 20565502 filings on record
Portfolio Value
$94.81M
Q1 2026
Holdings
53
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-1.7%
from $96.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr8.9%
- Spdr Series Trust8.0%
- First Tr Exchange Traded Fd6.9%
- Invesco Exch Traded Fd Tr II6.1%
- Ishares Tr5.7%
- Wisdomtree Tr5.0%
- Other59.4%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 275.8K | $8.46M | 8.9% | +85.0K | Added |
| 2 | Spdr Series Trust | 52.2K | $7.62M | 8.0% | +598 | Added |
| 3 | First Tr Exchange Traded Fd | 95.6K | $6.53M | 6.9% | +21.2K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 24.5K | $5.82M | 6.1% | +3.8K | Added |
| 5 | Ishares Tr | 59.5K | $5.38M | 5.7% | +522 | Added |
| 6 | Wisdomtree Tr | 53.6K | $4.70M | 5.0% | −23.0K | Reduced |
| 7 | Spdr Series Trust | 96.2K | $4.65M | 4.9% | +432 | Added |
| 8 | Ishares Tr | 57.3K | $4.51M | 4.8% | +11.7K | Added |
| 9 | Ssga Active ETF Tr | 96.3K | $3.83M | 4.0% | −6.9K | Reduced |
| 10 | Wisdomtree Tr | 79.4K | $3.50M | 3.7% | −9.3K | Reduced |
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