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Premier Private Wealth Management LLC

13F filer · CIK 0002056550
Reported Aug 13, 2026
Net seller this quarter
13F portfolio value$114MU.S. long equity reported on 13F
Positions161 new · 0 closed
Net flow last quarter-$18KBuys minus sells
Top 10 positions weight10.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 202616 positions
AAPLApple Inc.$2.68M2.34%0.00%+1.7%Q4 2025
QQQInvesco QQQ Trust, Series 1$2.15M1.88%Not reported-4.9%Q4 2025
SMASmartStop Self Storage REIT, Inc.$1.37M1.20%0.08%-22.5%Q4 2025
MCKMckesson Corp$1.25M1.10%0.00%+0.1%Q4 2025
SGOLabrdn Gold ETF Trust$1.22M1.06%0.02%-5.9%Q4 2025
MSFTMicrosoft Corp$1.02M0.89%0.00%+2.1%Q4 2025
AMZNAmazon Com Inc$929K0.81%0.00%+11.5%Q4 2025
BRK.BBerkshire Hathaway Inc$505K0.44%Not reported+11.7%Q4 2025
SCHKSirona Dental Systems, Inc.$373K0.33%0.01%-13.0%Q4 2025
NVDANvidia Corp$361K0.32%0.00%+17.7%Q4 2025
SPYSPDR S&P 500 ETF Trust$320K0.28%Not reportedNewQ2 2026
PCORProcore Technologies, Inc.$311K0.27%0.01%Not reportedQ4 2025
DUKDuke Energy CORP$290K0.25%0.00%+10.6%Q4 2025
AVGOBroadcom Inc.$252K0.22%0.00%+1.8%Q4 2025
JNJJohnson & Johnson$211K0.18%0.00%-0.6%Q1 2026
GLDSPDR Gold Trust$205K0.18%0.00%Not reportedQ4 2025
Q1 2026Reported May 7, 202615 positions
AAPLApple Inc.$2.31M2.44%0.00%-0.1%Q4 2025
QQQInvesco QQQ Trust, Series 1$1.77M1.87%Not reported-0.6%Q4 2025
SMASmartStop Self Storage REIT, Inc.$1.65M1.74%0.10%-26.9%Q4 2025
SGOLabrdn Gold ETF Trust$1.51M1.59%0.02%+20.8%Q4 2025
MCKMckesson Corp$1.43M1.51%0.00%Not reportedQ4 2025
MSFTMicrosoft Corp$991K1.04%0.00%-1.7%Q4 2025
AMZNAmazon Com Inc$728K0.77%0.00%-0.5%Q4 2025
PCORProcore Technologies, Inc.$437K0.46%0.01%Not reportedQ4 2025
BRK.BBerkshire Hathaway Inc$433K0.46%Not reportedNot reportedQ4 2025
SCHKSirona Dental Systems, Inc.$372K0.39%0.01%-5.3%Q4 2025
DUKDuke Energy CORP$271K0.29%0.00%-8.8%Q4 2025
NVDANvidia Corp$267K0.28%0.00%+3.1%Q4 2025
GLDSPDR Gold Trust$239K0.25%0.00%-1.1%Q4 2025
JNJJohnson & Johnson$204K0.22%0.00%NewQ1 2026
AVGOBroadcom Inc.$202K0.21%0.00%+1.1%Q4 2025
Q4 2025Reported Feb 11, 202615 positions
AAPLApple Inc.$2.46M2.55%0.00%NewQ4 2025
SMASmartStop Self Storage REIT, Inc.$2.33M2.42%0.13%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$1.93M2.00%Not reportedNewQ4 2025
MCKMckesson Corp$1.4M1.45%0.00%NewQ4 2025
SGOLabrdn Gold ETF Trust$1.24M1.29%0.02%NewQ4 2025
MSFTMicrosoft Corp$1.15M1.19%0.00%NewQ4 2025
AMZNAmazon Com Inc$854K0.89%0.00%NewQ4 2025
SHLDSears Holdings Corp$504K0.52%0.01%NewQ4 2025
BRK.BBerkshire Hathaway Inc$440K0.46%Not reportedNewQ4 2025
PCORProcore Technologies, Inc.$434K0.45%0.01%NewQ4 2025
SCHKSirona Dental Systems, Inc.$420K0.43%0.01%NewQ4 2025
NVDANvidia Corp$276K0.29%0.00%NewQ4 2025
DUKDuke Energy CORP$271K0.28%0.00%NewQ4 2025
GLDSPDR Gold Trust$240K0.25%0.00%NewQ4 2025
AVGOBroadcom Inc.$214K0.22%0.00%NewQ4 2025
Premium opens every quarter this fund has filed

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