Premier Private Wealth Management LLC

Est. AUM

$94.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.5M	275824	8.92%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$7.6M	52234	8.04%	SOLE
3	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$6.5M	95606	6.88%	SOLE
4	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.8M	24491	6.14%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$5.4M	59459	5.68%	SOLE
6	WISDOMTREE TR	US QTLY DIV GRT	$4.7M	53555	4.96%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	96240	4.90%	SOLE
8	ISHARES TR	MRGSTR MD CP GRW	$4.5M	57289	4.76%	SOLE
9	SSGA ACTIVE ETF TR	STATE STREET DOU	$3.8M	96285	4.03%	SOLE
10	WISDOMTREE TR	DYNAMIC INTL EQT	$3.5M	79369	3.69%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$3.2M	63570	3.34%	SOLE
12	WISDOMTREE TR	EMG MKTS SMCAP	$3.0M	49346	3.13%	SOLE
13	FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.8M	76304	2.99%	SOLE
14	APPLE INC	COM	$2.3M	9097	2.44%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET REA	$2.1M	52027	2.24%	SOLE
16	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	28482	2.21%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$1.8M	3070	1.87%	SOLE
18	SMARTSTOP SELF STORAG REIT I	COMMON STOCK	$1.7M	54525	1.74%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.6M	11900	1.67%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	17040	1.65%	SOLE
21	GLOBAL X FDS	DATA CTR & DIGIT	$1.6M	64848	1.64%	SOLE
22	ETFS GOLD TR	PHYSCL GOLD SHS	$1.5M	33798	1.59%	SOLE
23	MCKESSON CORP	COM	$1.4M	1655	1.51%	SOLE
24	MICROSOFT CORP	COM	$991K	2677	1.05%	SOLE
25	ISHARES TR	NATIONAL MUN ETF	$937K	8824	0.99%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$757K	2981	0.80%	SOLE
27	AMAZON COM INC	COM	$728K	3496	0.77%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$638K	8336	0.67%	SOLE
29	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$559K	14173	0.59%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET ENE	$556K	9084	0.59%	SOLE
31	GLOBAL X FDS	NASDAQ 100 COVER	$509K	29685	0.54%	SOLE
32	FLEXSHARES TR	CR SCD US BD	$508K	10451	0.54%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$467K	4694	0.49%	SOLE
34	ISHARES TR	CORE HIGH DV ETF	$442K	3256	0.47%	SOLE
35	PROCORE TECHNOLOGIES INC	COM	$437K	7665	0.46%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$437K	17606	0.46%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$433K	903	0.46%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET CON	$415K	5060	0.44%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET FIN	$410K	8297	0.43%	SOLE
40	ISHARES TR	CORE 40/60 MODER	$395K	8334	0.42%	SOLE
41	ISHARES TR	CORE 60/40 BALAN	$385K	5988	0.41%	SOLE
42	PROSHARES TR	ULTRAPRO QQQ	$380K	9116	0.40%	SOLE
43	SCHWAB STRATEGIC TR	1000 INDEX ETF	$372K	11880	0.39%	SOLE
44	PACER FDS TR	SWAN SOS MODRTE	$328K	10290	0.35%	SOLE
45	ISHARES TR	CORE 80/20 AGGRE	$283K	3194	0.30%	SOLE
46	DUKE ENERGY CORP NEW	COM NEW	$271K	2070	0.29%	SOLE
47	NVIDIA CORPORATION	COM	$267K	1532	0.28%	SOLE
48	SPDR INDEX SHS FDS	STATE STREET SPD	$260K	5693	0.27%	SOLE
49	SPDR GOLD TR	GOLD SHS	$239K	556	0.25%	SOLE
50	ISHARES TR	IBOXX HI YD ETF	$226K	2836	0.24%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.