Private Wealth Asset Management, LLC

Position in LIFE — Ethos Technologies Inc.

CIK 1883006 OMAHA, NE

Position in LIFE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$95,470

+$36,683 QoQ

Shares Held

5,263

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#56

of 72 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $1,900,520 across 5 Insurance Brokers names. LIFE ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,183	$1,387,459
2	MRSH	Marsh & Mclennan Companies, Inc.	1,960	$326,673
3	LIFE	Ethos Technologies Inc. This page	5,263	$95,470
4	BRO	Brown & Brown, Inc.	1,131	$72,553
5	AJG	Arthur J. Gallagher & Co.	80	$18,365

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,470	5,263	0.0%	Shares	Sole	2026-08-11
2026-03-31	$58,787	5,263	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.