Premier Private Wealth Management LLC
Premier Private Wealth Management LLC reported 60 positions worth $114.3M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SCHD (8.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $9.7M | 8.50% | 306,387 | — | — | |
| ▸ 2 | QQQM | SH | $8.7M | 7.58% | 28,585 | — | — | |
| ▸ 3 | SDY | SH | $8.1M | 7.05% | 52,930 | — | — | |
| ▸ 4 | RDVY | SH | $7.8M | 6.86% | 96,741 | — | — | |
| ▸ 5 | IEFA | SH | $6.7M | 5.85% | 69,250 | — | — | |
| ▸ 6 | IMCG | SH | $6.4M | 5.59% | 65,033 | — | — | |
| ▸ 7 | SPSM | SH | $6.2M | 5.41% | 107,152 | — | — | |
| ▸ 8 | DGRW | SH | $5.2M | 4.53% | 54,097 | — | — | |
| ▸ 9 | DDWM | SH | $3.8M | 3.32% | 82,143 | — | — | |
| ▸ 10 | LMBS | SH | $3.6M | 3.17% | 72,686 | — | — |
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Frequently Asked Questions
What stocks does Premier Private Wealth Management LLC hold as of Q2 2026?
Premier Private Wealth Management LLC reported 60 positions worth $114.3M in its Q2 2026 13F filing. Largest positions: SCHD (8.5%), QQQM (7.6%), SDY (7.0%), RDVY (6.9%) and IEFA (5.9%).
What did Premier Private Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Premier Private Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.