Private Wealth Asset Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Cedar Rapids, IA
CIK
0001883006
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 1,093 847,578 IVV, IEMG, IEFA, IJH 13F-HR 11/3/2025 000188300625000003
Q2 2025 1,086 753,545 IEFA, IEMG, IJH, IVV 13F-HR 7/28/2025 000185520525000033
Q1 2025 1,180 695,351 IEMG, IEFA, IJH, IVV 13F-HR 5/15/2025 000185520525000031