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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 36 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 800.0 $9K 0.00% NEW $11.04 -31.2%
702 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 168.0 $9K 0.00% NEW $52.28 +34.4%
703 BLV VANGUARD BD INDEX FDS LONG TERM BOND 125.0 $9K 0.00% NEW $69.52 -2.7%
704 LILAK LIBERTY LATIN AMERICA LTD COM USD0.01 CLASS C Communication Services 1,146.0 $9K 0.00% NEW $7.46 +11.7%
705 TZOO TRAVELZOO COM NEW Communication Services 1,200.0 $9K 0.00% NEW $7.12 +31.0%
706 RBLX ROBLOX CORP CL A Technology 104.0 $8K 0.00% NEW $81.03 -43.5%
707 PATH UIPATH INC CL A Technology 508.0 $8K 0.00% NEW $16.39 -35.5%
708 MTW MANITOWOC CO INC COM NEW Industrials 685.0 $8K 0.00% NEW $11.99 -2.5%
709 NOV NOV INC COM Energy 524.0 $8K 0.00% NEW $15.63 +33.5%
710 TYG TORTOISE ENERGY INFRA CORP COM Financial Services 200.0 $8K 0.00% NEW $40.90 +13.4%
711 PINS PINTEREST INC CL A Communication Services 315.0 $8K 0.00% NEW $25.89 -27.3%
712 STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A Consumer Defensive 59.0 $8K 0.00% NEW $137.97 +9.6%
713 XYLD GLOBAL X FDS S&P 500 COVERED 200.0 $8K 0.00% NEW $40.63 -0.7%
714 TEAM ATLASSIAN CORPORATION CL A Technology 50.0 $8K 0.00% NEW $162.14 -46.8%
715 BBY BEST BUY CO INC COM USD0.10 Consumer Cyclical 121.0 $8K 0.00% NEW $66.93 -8.6%
716 FITB FIFTH THIRD BANCORP Financial Services 172.0 $8K 0.00% NEW $46.81 +5.0%
717 FSLY FASTLY INC CL A Technology 778.0 $8K 0.00% NEW $10.18 +61.1%
718 UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT) 120.0 $8K 0.00% NEW $65.40
719 RALLIANT CORP COM 153.0 $8K 0.00% NEW $50.91
720 FLV AMERICAN CENTY ETF TR FOCUSED LRG CAP 103.0 $8K 0.00% NEW $75.51 +6.2%
Page 36 of 56  ·  1,102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%