13F Filings History of Private Wealth Asset Management, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$919,276,440
Signature - Title
Kimberly Cappellano - Chief Executive Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Private Wealth Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Private Wealth Asset Management, LLC reported 1102 stock holdings with total value $919,276,440 as of Q4 2025. Top holdings included IVV, IEMG, IEFA, IJH, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,102 $919,276,440 +$72,918,926 -$16,399,847 +$56,519,079 IVV, IEMG, IEFA, IJH, AAPL 13F-HR 10 Feb 2026, 16:14
Q3 2025 1,093 $847,578,071 +$81,703,247 -$34,497,102 +$47,206,145 IVV, IEMG, IEFA, IJH, IJR 13F-HR 03 Nov 2025, 13:02
Q2 2025 1,086 $753,545,492 +$42,055,442 -$22,796,923 +$19,258,519 IEFA, IEMG, IJH, IVV, BRKB 13F-HR 28 Jul 2025, 13:27
Q1 2025 1,180 $695,351,387 $0 $0 $0 IEMG, IEFA, IJH, IVV, BRKB 13F-HR 15 May 2025, 10:17