Premier Private Wealth Management LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 47.9% | $8,442,526 |
| Technology | 26.2% | $4,621,268 |
| Healthcare | 8.3% | $1,463,078 |
| Real Estate | 7.8% | $1,373,515 |
| Consumer Cyclical | 5.3% | $928,810 |
| Financial Services | 2.9% | $504,893 |
| Utilities | 1.6% | $289,741 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | +892 | 50,238 | $3,250,900 | |
| AMZN | Amazon Com Inc | +401 | 3,897 | $928,810 | |
| NVDA | Nvidia Corp | +271 | 1,803 | $360,762 | |
| DUK | Duke Energy CORP | +219 | 2,289 | $289,741 | |
| AAPL | Apple Inc. | +157 | 9,254 | $2,677,737 | |
| BRK-B | Berkshire Hathaway Inc | +106 | 1,009 | $504,893 | |
| MSFT | Microsoft Corp | +57 | 2,734 | $1,019,836 | |
| AVGO | Broadcom Inc. | +12 | 666 | $251,581 | |
| MCK | Mckesson Corp | +2 | 1,657 | $1,252,029 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMA | SmartStop Self Storage REIT, Inc. | −12,263 | 42,262 | $1,373,515 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | −6,097 | 10,943 | $1,002,816 | |
| SGOL | abrdn Gold ETF Trust | −1,979 | 31,819 | $1,216,440 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | −152 | 3,042 | $296,899 | |
| QQQ | Invesco Qqq Trust, Series 1 | −150 | 2,920 | $2,150,288 | |
| JNJ | Johnson & Johnson | −5 | 831 | $211,049 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 429 | $320,364 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
|
Added | 50,238 | $3,250,900 | 18.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,254 | $2,677,737 | 15.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,920 | $2,150,288 | 12.20% | |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
Reduced | 42,262 | $1,373,515 | 7.79% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 1,657 | $1,252,029 | 7.10% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 31,819 | $1,216,440 | 6.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,734 | $1,019,836 | 5.79% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Reduced | 10,943 | $1,002,816 | 5.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,897 | $928,810 | 5.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,009 | $504,893 | 2.86% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,803 | $360,762 | 2.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 429 | $320,364 | 1.82% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
Held | 7,665 | $311,352 | 1.77% | |
| AOA |
iShares Core 80/20 Aggressive Allocation ETF
|
Reduced | 3,042 | $296,899 | 1.68% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 2,289 | $289,741 | 1.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 666 | $251,581 | 1.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 831 | $211,049 | 1.20% | |
| GLD |
Spdr Gold Trust
|
Held | 556 | $204,819 | 1.16% |
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.