Premier Private Wealth Management LLC
โขCIK: 2056550โขFiling: Q4 2025
**Premier Private Wealth Management LLC** manages $96M across a diversified portfolio of 50 positions. The strategy exhibits a notable tilt toward income-generating and dividend-focused assets, highlighted by top holdings such as SDY ($7.7M) and DGRW ($7.0M). Significant allocations are also maintained in broad market and dividend ETFs, including SCHD ($5.7M) and IEFA ($5.6M). This concentrated approach suggests a focus on stable, yield-enhanced capital preservation within the private wealth mandate.
Total AUM
$96.5M
QoQ Performance
N/A
Positions
29
Top 10 Concentration
56.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SDY
DGRW
SCHD
IEFA
RDVY
QQQM
SDY8.0%
DGRW7.3%
SCHD5.9%
IEFA5.8%
RDVY5.6%
QQQM5.5%
SPSM5.0%
BIL4.5%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.1%
Technology4.3%
Consumer0.9%
Financial0.5%
Utilities0.3%