Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Premier Private Wealth Management LLC (CIK 2056550) reported $114.3M across 60 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($9.7M, 8.50%), QQQM ($8.7M, 7.58%), SDY ($8.1M, 7.05%), RDVY ($7.8M, 6.86%), IEFA ($6.7M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $9.7M | 8.50% | 306,387 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $8.7M | 7.58% | 28,585 | Added |
| 3 | SDY | SPDR SERIES TRUST | $8.1M | 7.05% | 52,930 | Added |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.8M | 6.86% | 96,741 | Added |
| 5 | IEFA | ISHARES TR | $6.7M | 5.85% | 69,250 | Added |
| 6 | IMCG | ISHARES TR | $6.4M | 5.59% | 65,033 | Added |
| 7 | SPSM | SPDR SERIES TRUST | $6.2M | 5.41% | 107,152 | Added |
| 8 | DGRW | WISDOMTREE TR | $5.2M | 4.53% | 54,097 | Added |
| 9 | DDWM | WISDOMTREE TR | $3.8M | 3.32% | 82,143 | Added |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.6M | 3.17% | 72,686 | Added |
| 11 | TOTL | SSGA ACTIVE ETF TR | $3.6M | 3.15% | 91,342 | Trimmed |
| 12 | FENI | FIDELITY COVINGTON TRUST | $3.5M | 3.04% | 86,663 | Added |
| 13 | MUB | ISHARES TR | $3.5M | 3.03% | 32,176 | Added |
| 14 | DGS | WISDOMTREE TR | $3.3M | 2.84% | 50,238 | Added |
| 15 | AAPL | APPLE INC | $2.7M | 2.34% | 9,254 | Added |
| 16 | XLRE | SELECT SECTOR SPDR TR | $2.3M | 2.02% | 52,486 | Added |
| 17 | XLK | SELECT SECTOR SPDR TR | $2.2M | 1.90% | 11,396 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $2.2M | 1.88% | 2,920 | Trimmed |
| 19 | DTCR | GLOBAL X FDS | $2.1M | 1.87% | 70,466 | Added |
| 20 | BND | VANGUARD BD INDEX FDS | $2.0M | 1.78% | 27,695 | Trimmed |
| 21 | SMA | SMARTSTOP SELF STORAG REIT I | $1.4M | 1.20% | 42,262 | Trimmed |
| 22 | TQQQ | PROSHARES TR | $1.3M | 1.12% | 15,858 | Added |
| 23 | MCK | MCKESSON CORP | $1.3M | 1.10% | 1,657 | Added |
| 24 | SGOL | ETFS GOLD TR | $1.2M | 1.06% | 31,819 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.0M | 0.89% | 2,734 | Added |
Source: SEC Form 13F filings · as of 2026-06-30