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Showing Q2 2025 data
Priebe Wealth Holdings LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Priebe Wealth Holdings LLC
•CIK: 2009646•Filing: Q2 2025
Priebe Wealth Holdings LLC manages $115M across a concentrated portfolio of 53 positions. The strategy exhibits a notable tilt toward technology and growth sectors, evidenced by the top holding in SPYM at $28.8M. Significant allocations are also directed toward defensive and established names, including DUSA ($7.7M) and BRK/B ($5.4M). This structure suggests a tactical approach balancing high-growth potential with established stability.
Total AUM
$115.5M
QoQ Performance
-28.0%
Positions
36
Top 10 Concentration
66.3%
Latest Filing
Q2 2025
Top Holdings Allocation
SPYM
DUSA
FELC
MTBA
ARKW
SPYM24.9%
DUSA6.7%
FELC6.5%
MTBA5.3%
ARKW5.1%
BRK/B4.6%
SDVY4.3%
SPYG3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.6%
Financial4.6%
ETF1.9%
Technology1.9%
Healthcare0.5%
Consumer0.3%
Industrial0.2%
🚪 Exited Positionssold since Q1 2025
+23 more exited positions
Changes from Q1 2025
NEW4 new positions
↑12 increased
↓33 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023