SEC Form 13F · Q1 2026

Private Wealth Asset Management, LLC

Institutional Holdings Report

13F-HRNE
$935.4M
Portfolio Value
923
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Private Wealth Asset Management, LLC
CIK
1883006
Accession No.
0001883006-26-000005
Location
OMAHA, NE
Form Type
13F-HR
Portfolio Value
$935.4M
Holdings Reported
923
Reporting Period
Q1 2026
Filed
May 6, 2026

About this Filing

Private Wealth Asset Management, LLC is an institutional investment manager based in OMAHA, NE reporting approximately $935.4M in 13(f) securities across 923 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.