Praetorian Wealth Management, Inc.

Registered adviser

CIK

1818940

Location

CARMEL, CA

Portfolio Value

Small $421,554,406

Diversification

Highly concentrated

Filing Date

Global Rank

#3,408 / 8,811 ▲ 1122 · as of Jun 2026

Top Industry

Consumer Electronics 39.2%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

26 quarters · since Jun 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 147814

Roster of Oct 1, 2026

Regulatory AUM

$598,650,239

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$598,650,239	Individuals and high net worth (99%)
Feb 2025 to Jan 2026	$498,789,138	Individuals and high net worth (99%)
Feb 2024 to Jan 2025	$427,867,619	Individuals and high net worth (97%)
May 2023 to Jan 2024	$347,821,815	Individuals and high net worth (97%)
Feb 2023 to Apr 2023	$347,821,815	Individuals and high net worth (97%)
Feb 2022 to Jan 2023	$384,048,054	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.9% of the book (60%+)

Turnover

Low turnover

4.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 93.3%; sector active share 88.0% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

83 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

51.2%

+15.0 pts

Top 5

94.3%

−0.4 pts

Top 10

97.3%

−0.5 pts

HHI

3,444

Highly concentrated+913

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.2%	$405,468,945	65
Technology	2.3%	$9,542,813	5
Consumer Cyclical	0.4%	$1,873,289	3
Consumer Defensive	0.4%	$1,842,112	1
Communication Services	0.3%	$1,217,624	3
Healthcare	0.3%	$1,068,656	4
Financial Services	0.1%	$282,403	1
Energy	0.1%	$258,564	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	+21,042	218,644	$0
IBMT	iShares iBonds Dec 2031 Term Muni Bond ETF	+17,183	158,793	$0
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	+16,837	323,354	$0
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+14,604	869,836	$80,590,305
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+13,364	317,577	$0
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+12,141	310,056	$0
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+9,776	285,699	$0
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+9,657	294,366	$0
IBMS	iShares iBonds Dec 2030 Term Muni Bond ETF	+8,897	229,752	$0
IBMR	iShares iBonds Dec 2029 Term Muni Bond ETF	+6,647	259,842	$0
VEA	Vanguard FTSE Developed Markets ETF	+3,461	611,159	$43,153,936
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+3,407	344,221	$20,415,747
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	+3,296	382,890	$61,679,750
VO	VANGUARD MID-CAP INDEX FUND	+1,903	236,355	$18,534,959
MGC	VANGUARD MEGA CAP INDEX FUND	+1,860	96,458	$27,231,057
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	+852	303,408	$0
VAW	VANGUARD MATERIALS INDEX FUND	+517	15,497	$3,380,980
MSFT	Microsoft Corp	+498	2,484	$1,274,043
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+451	5,219	$403,167
VPU	VANGUARD UTILITIES INDEX FUND	+417	18,201	$3,112,371
MCD	Mcdonalds Corp	+400	1,471	$339,712
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+359	5,035	$394,290
VB	Vanguard Index Funds	+354	42,485	$12,086,557
VNQ	VANGUARD REAL ESTATE INDEX FUND	+325	39,275	$3,520,218
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+179	51,841	$17,513,445
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBMO	iShares iBonds Dec 2026 Term Muni Bond ETF	−20,954	177,101	$0
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−10,639	31,275	$2,878,863
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−9,911	199,371	$0
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	−7,566	277,599	$0
KO	Coca Cola Co	−4,230	21,400	$1,842,112
IVW	iShares S&P 500 Growth ETF	−2,704	310,279	$0
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	−1,438	18,506	$3,527,058
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−828	168,782	$21,210,833
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−655	105,310	$20,591,264
IVE	iShares S&P 500 Value ETF	−610	127,142	$0
VFH	VANGUARD FINANCIALS INDEX FUND	−351	21,574	$2,806,561
VHT	VANGUARD HEALTH CARE INDEX FUND	−183	13,227	$4,180,790
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	−136	8,555	$3,119,837
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−111	57,329	$13,244,718
VDE	VANGUARD ENERGY INDEX FUND	−109	6,520	$1,122,483
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	−89	4,117	$898,370
VIS	VANGUARD INDUSTRIALS INDEX FUND	−83	9,391	$3,009,909
SCHM	Schwab U.S. Mid-Cap ETF	−66	10,235	$348,194
AMZN	Amazon Com Inc	−56	4,781	$1,191,186
AAPL	Apple Inc.	−31	18,929	$6,303,735
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−28	10,624	$1,649,376
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−6	85,194	$24,885,167
GOOG	Alphabet Inc.	−4	2,025	$689,998
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−2	6,537	$2,446,406
JNJ	Johnson & Johnson	−1	1,946	$515,184
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	800	$275,264
META	Meta Platforms, Inc.	348	$252,362
VOO	VANGUARD 500 INDEX FUND	304	$213,061
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EME	EMCOR Group, Inc.	588	$487,969
LRCX	Lam Research Corp	500	$216,665
NYF	iShares New York Muni Bond ETF	3,846	$207,337
IEMG	iShares Trust	2,461	$203,869
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $421,554,406 total · filing declares 83 positions · $582,238,914 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	869,836	+14,604	$80,590,305	+7.2%	19.12%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Added	382,890	+3,296	$61,679,750	−0.6%	14.63%
VEA	Vanguard FTSE Developed Markets ETF	Added	611,159	+3,461	$43,153,936	−0.3%	10.24%
MGC	VANGUARD MEGA CAP INDEX FUND	Added	96,458	+1,860	$27,231,057	+5.2%	6.46%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	85,194	-6	$24,885,167	−4.6%	5.90%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	168,782	-828	$21,210,833	+4.6%	5.03%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	105,310	-655	$20,591,264	−1.7%	4.88%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	344,221	+3,407	$20,415,747	+0.4%	4.84%
VO	VANGUARD MID-CAP INDEX FUND	Added	236,355	+1,903	$18,534,959	−1.9%	4.40%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	51,841	+179	$17,513,445	−7.3%	4.15%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	57,329	-111	$13,244,718	−5.1%	3.14%
VB	Vanguard Index Funds	Added	42,485	+354	$12,086,557	−5.4%	2.87%
AAPL	Apple Inc. Technology	Reduced	18,929	-31	$6,303,735	+14.9%	1.50%
VHT	VANGUARD HEALTH CARE INDEX FUND	Reduced	13,227	-183	$4,180,790	+4.3%	0.99%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Reduced	18,506	-1,438	$3,527,058	−3.9%	0.84%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	39,275	+325	$3,520,218	−6.3%	0.84%
VAW	VANGUARD MATERIALS INDEX FUND	Added	15,497	+517	$3,380,980	−1.4%	0.80%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Reduced	8,555	-136	$3,119,837	−9.5%	0.74%
VPU	VANGUARD UTILITIES INDEX FUND	Added	18,201	+417	$3,112,371	−10.6%	0.74%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Reduced	9,391	-83	$3,009,909	−11.8%	0.71%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	31,275	-10,639	$2,878,863	−24.3%	0.68%
VFH	VANGUARD FINANCIALS INDEX FUND	Reduced	21,574	-351	$2,806,561	−2.7%	0.67%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	6,537	-2	$2,446,406	+1.1%	0.58%
KO	Coca Cola Co Consumer Defensive	Reduced	21,400	-4,230	$1,842,112	−11.6%	0.44%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	10,624	-28	$1,649,376	+0.4%	0.39%
NVDA	Nvidia Corp Technology	Added	6,615	+66	$1,510,733	+15.3%	0.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,961	-1	$1,495,517	+2.1%	0.35%
VBIL	Vanguard Institutional Index Funds	Held	18,196	0	$1,377,801	+0.1%	0.33%
MSFT	Microsoft Corp Technology	Added	2,484	+498	$1,274,043	+72.0%	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,781	-56	$1,191,186	+3.3%	0.28%
VDE	VANGUARD ENERGY INDEX FUND	Reduced	6,520	-109	$1,122,483	+12.8%	0.27%
SCHX	Schwab U.S. Large-Cap ETF	Added	35,819	+21	$1,074,570	+2.0%	0.25%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Reduced	4,117	-89	$898,370	−5.3%	0.21%
GOOG	Alphabet Inc. Communication Services	Reduced	2,025	-4	$689,998	−3.8%	0.16%
VIG	Vanguard Specialized Funds	Held	2,836	0	$661,667	−1.4%	0.16%
VXUS	Vanguard Total International Stock ETF	Held	6,462	0	$549,011	−0.6%	0.13%
SCHG	Schwab U.S. Large-Cap Growth ETF	Held	15,185	0	$545,597	+6.2%	0.13%
VUG	VANGUARD GROWTH INDEX FUND	Held	6,027	0	$543,092	+4.6%	0.13%
JNJ	Johnson & Johnson Healthcare	Reduced	1,946	-1	$515,184	+4.2%	0.12%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	5,219	+451	$403,167	+7.0%	0.10%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	5,035	+359	$394,290	+2.0%	0.09%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	10,235	-66	$348,194	−8.3%	0.08%
TSLA	Tesla, Inc. Consumer Cyclical	Held	965	0	$342,391	−15.6%	0.08%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,471	+400	$339,712	+17.3%	0.08%
EEM	iShares MSCI Emerging Markets ETF	Held	4,920	0	$328,606	−2.4%	0.08%
QQQ	Invesco Qqq Trust, Series 1	Held	389	0	$287,770	+0.5%	0.07%
CBNK	Capital Bancorp Inc Financial Services	Held	7,184	0	$282,403	+11.9%	0.07%
GOOGL	Alphabet Inc. Communication Services	NEW	800	NEW	$275,264	NEW	0.07%
AMGN	Amgen Inc Healthcare	Held	633	0	$266,815	+16.4%	0.06%
LLY	ELI LILLY & Co Healthcare	Held	227	0	$262,657	−3.5%	0.06%

Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.