Personal Wealth Partners 13F Holdings · last filed Q1 2022
Personal Wealth Partners reported 74 securities worth $229.19M in its SEC 13F filing for Q1 2022 (period ended 2022-03-31). Top holdings: USMV (18.48%), SPYM (8.65%), SPYV (7.27%). Among its top 25 positions this quarter: 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES TR | $42.4M | 18.48% | 546,154 | Trimmed |
| 2 | SPYM | SPDR SER TR | $19.8M | 8.65% | 373,125 | Added |
| 3 | SPYV | SPDR SER TR | $16.7M | 7.27% | 398,931 | Added |
| 4 | SPSM | SPDR SER TR | $15.4M | 6.72% | 365,866 | Added |
| 5 | EFAV | ISHARES TR | $15.0M | 6.55% | 208,244 | Trimmed |
| 6 | IVV | ISHARES TR | $10.2M | 4.46% | 22,552 | Trimmed |
| 7 | IVW | ISHARES TR | $9.5M | 4.13% | 123,909 | Trimmed |
| 8 | IJR | ISHARES TR | $9.4M | 4.10% | 87,084 | Trimmed |
| 9 | SPDW | SPDR INDEX SHS FDS | $8.3M | 3.63% | 242,844 | Added |
| 10 | SPY | SPDR S&P 500 ETF TR | $8.0M | 3.47% | 17,620 | Trimmed |
| 11 | SPEM | SPDR INDEX SHS FDS | $5.9M | 2.58% | 153,275 | Added |
| 12 | SPYG | SPDR SER TR | $5.6M | 2.42% | 83,837 | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 2.15% | 13,940 | Trimmed |
| 14 | SPAB | SPDR SER TR | $4.8M | 2.08% | 171,453 | Added |
| 15 | IJH | ISHARES TR | $4.2M | 1.83% | 15,610 | Trimmed |
| 16 | IWM | ISHARES TR | $3.7M | 1.62% | 18,133 | Trimmed |
| 17 | IVE | ISHARES TR | $3.4M | 1.47% | 21,605 | Trimmed |
| 18 | IEFA | ISHARES TR | $3.2M | 1.40% | 46,281 | Trimmed |
| 19 | MDY | SPDR S&P MIDCAP 400 ETF TR | $3.2M | 1.39% | 6,519 | Hold |
| 20 | AGG | ISHARES TR | $2.5M | 1.09% | 23,408 | Trimmed |
| 21 | IEMG | ISHARES INC | $2.3M | 1.01% | 41,468 | Trimmed |
| 22 | DSI | ISHARES TR | $2.1M | 0.91% | 24,113 | Added |
| 23 | HR | HEALTHCARE TR AMER INC | $1.4M | 0.61% | 44,332 | Hold |
| 24 | QQQ | INVESCO QQQ TR | $1.2M | 0.53% | 3,325 | Trimmed |
| 25 | HYG | ISHARES TR | $1.2M | 0.51% | 14,315 | Trimmed |
Source: SEC Form 13F filings · as of 2022-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR