Data as of Q4 2025 (Dec 31, 2025)

Premier Private Wealth Management LLC

โ€ขCIK: 2056550โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SDY
SPDR SERIES TRUST
NEW
8.0% of portfolio
DGRW
WISDOMTREE TR
NEW
7.3% of portfolio
SCHD
SCHWAB STRATEGIC TR
NEW
5.9% of portfolio
IEFA
ISHARES TR
NEW
5.8% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
NEW
5.6% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other94.1%
Technology4.3%
Consumer0.9%
Financial0.5%
Utilities0.3%