Premier Private Wealth Management LLC

CIK

2056550

Location

PALM HARBOR, FL

Portfolio Value

Micro $12,444,836

Diversification

Diversified

Filing Date

Global Rank

#7,646 / 8,232 ▲ 175

Top Industry

Consumer Electronics 25.9%

3Y Alpha vs SPY

-22.1%

Period ended 2 months ago

Filed May 7, 2026 · 37d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.7%

SPY

+9.1%

Annualised alpha

-22.1%

Max drawdown

−8.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.6%

−0.0 pts

Top 5

69.7%

−0.6 pts

Top 10

92.7%

−2.0 pts

HHI

1,143

Diversified−63

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.8%	$4,206,176	5
Unclassified	28.3%	$3,519,249	3
Real Estate	13.3%	$1,651,017	1
Healthcare	13.2%	$1,636,521	2
Consumer Cyclical	5.9%	$728,111	1
Financial Services	3.5%	$432,717	1
Utilities	2.2%	$271,045	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	+5,828	33,798	$1,508,066
NVDA	Nvidia Corp	+46	1,532	$267,180
AVGO	Broadcom Inc.	+7	654	$202,419
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
SMA	SmartStop Self Storage REIT, Inc.	−20,068	54,525	$1,651,017
DUK	Duke Energy CORP	−200	2,070	$271,045
MSFT	Microsoft Corp	−45	2,677	$990,945
AMZN	Amazon Com Inc	−19	3,496	$728,111
QQQ	Invesco Qqq Trust, Series 1	−19	3,070	$1,771,942
AAPL	Apple Inc.	−10	9,097	$2,308,727
GLD	Spdr Gold Trust	−6	556	$239,241
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	836	$204,351
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $12,444,836 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Healthcare Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	9,097	-10	$2,308,727	−6.7%	18.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,070	-19	$1,771,942	−6.6%	14.24%
SMA	SmartStop Self Storage REIT, Inc. Real Estate	Reduced	54,525	-20,068	$1,651,017	−28.5%	13.27%
SGOL	abrdn Gold ETF Trust	Added	33,798	+5,828	$1,508,066	+31.2%	12.12%
MCK	Mckesson Corp Healthcare	Held	1,655	0	$1,432,170	+5.5%	11.51%
MSFT	Microsoft Corp Technology	Reduced	2,677	-45	$990,945	−24.7%	7.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,496	-19	$728,111	−10.3%	5.85%
PCOR	Procore Technologies, Inc. Technology	Held	7,665	0	$436,905	−21.6%	3.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	903	0	$432,717	−4.7%	3.48%
DUK	Duke Energy CORP Utilities	Reduced	2,070	-200	$271,045	+1.9%	2.18%
NVDA	Nvidia Corp Technology	Added	1,532	+46	$267,180	−3.6%	2.15%
GLD	Spdr Gold Trust	Reduced	556	-6	$239,241	+7.4%	1.92%
JNJ	Johnson & Johnson Healthcare	NEW	836	NEW	$204,351	NEW	1.64%
AVGO	Broadcom Inc. Technology	Added	654	+7	$202,419	−9.6%	1.63%