Premier Private Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Premier Private Wealth Management LLC reported 50 stock positions worth $96.5 million. Its top holding was SS SPDR S&P Dividend ETF (SDY) at 8.0% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 7.3%) and Schwab US DVD Equity ETF (SCHD, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- PALM HARBOR, FL
- CIK
- 0002056550
- Portfolio Value
- $96.5M (Q4 2025)
- SEC Filing
- 0002056550-26-000003 ↗ filed Feb 11, 2026
Holdings Value
Holdings 50 stocks · $96.5M
| SDY SS SPDR S&P Dividend ETF | 7.99% | 51,636 | $7.7M | — |
| DGRW Wisdomtree U.S. Quality Divi | 7.30% | 76,507 | $7.0M | — |
| SCHD Schwab US DVD Equity ETF | 5.93% | 190,874 | $5.7M | — |
| IEFA iShares Core MSCI Eafe ETF | 5.77% | 58,937 | $5.6M | — |
| RDVY First Trust Rising Dividend | 5.64% | 74,375 | $5.4M | — |
| QQQM Invesco Nasdaq 100 ETF | 5.53% | 20,687 | $5.3M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 4.97% | 95,808 | $4.8M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.51% | 47,596 | $4.3M | — |
| TOTL SS Doubleline TR Tact ETF | 4.29% | 103,209 | $4.1M | — |
| DDWM Wisdomtree DY Inter Eq FD-US | 4.20% | 88,698 | $4.0M | — |
| DGS Wisdomtree Em Small Cap | 3.92% | 61,476 | $3.8M | — |
| IMCG iShares Morningstar Mid-Cap | 3.90% | 45,544 | $3.8M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.25% | 38,263 | $3.1M | — |
| XLRE SS Real Estate Select Sector | 3.11% | 73,322 | $3.0M | — |
| AAPL Apple Inc. | 2.55% | 9,107 | $2.5M | — |
| FENI Fidelity Enhanced Intl ETF | 2.48% | 61,257 | $2.4M | — |
| SMA Smartstop Self Storage REIT | 2.42% | 74,593 | $2.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.00% | 3,089 | $1.9M | — |
| BND Vanguard Total Bond Market | 1.96% | 25,554 | $1.9M | — |
| XLK SS Technology Select Sector | 1.75% | 11,618 | $1.7M | — |
| MCK McKesson Corp. | 1.45% | 1,655 | $1.4M | — |
| SGOL Abrdn Physical Gold Shares | 1.29% | 27,970 | $1.2M | — |
| QYLD Global X Nasd 100 Cov Call | 1.23% | 66,294 | $1.2M | — |
| MSFT Microsoft Corp. | 1.19% | 2,722 | $1.2M | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 1.01% | 9,851 | $977K | — |
| AMZN Amazon.com Inc. | 0.89% | 3,515 | $854K | — |
| XAR SS SPDR S&P Aerospace Def | 0.81% | 2,874 | $777K | — |
| SDVY First Trust Smid Cap Rising | 0.71% | 16,644 | $680K | — |
| TQQQ Proshares Ultrapro QQQ | 0.54% | 9,378 | $517K | — |
| SHLD Global X Defense Tech ETF | 0.52% | 6,766 | $504K | — |
| XLP SS Consumer Staples Sel Sect | 0.46% | 5,260 | $444K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 903 | $440K | — |
| PCOR Procore Technologies Inc. | 0.45% | 7,665 | $434K | — |
| HDV iShares Core High Dividend E | 0.45% | 3,256 | $431K | — |
| XLF SS Financial Select Sector | 0.44% | 7,857 | $425K | — |
| XLE SS Energy Select Sector | 0.44% | 8,389 | $420K | — |
| SCHK Schwab 1000 Index ETF | 0.43% | 12,543 | $420K | — |
| AOM iShares Core 40/60 Moderate | 0.41% | 8,241 | $399K | — |
| AOR iShares Core 60/40 Balanced | 0.41% | 5,968 | $397K | — |
| PSMJ Pacer Swan Sos Moderate July | 0.35% | 10,290 | $333K | — |
| AOA iShares Core 80/20 Aggressiv | 0.30% | 3,169 | $292K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.30% | 11,444 | $286K | — |
| NVDA Nvidia Corp. | 0.29% | 1,486 | $276K | — |
| MUB iShares National Muni Bond E | 0.28% | 2,548 | $274K | — |
| DUK Duke Energy Corp. | 0.28% | 2,270 | $271K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.26% | 5,386 | $254K | — |
| GLD SPDR Gold Shares | 0.25% | 562 | $240K | — |
| AVGO Broadcom Inc. | 0.22% | 647 | $214K | — |
| STXF Strive 500 ETF | 0.22% | 4,737 | $212K | — |
| IWM iShares Russell 2000 ETF | 0.22% | 799 | $209K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.