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Kimberly Cappellano

Private Wealth Asset Management, Llc

Assets Managed
$935.388M
Holdings
923
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
1.76%(2Q avg: 5.11%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 923 positions.

Assets under management

The assets under management (AUM) of Private Wealth Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 935.388M in assets, with a quarterly growth rate of 1.76% and a 2-quarter average growth rate of 5.11%. The portfolio is managed by Kimberly Cappellano, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.42%
10.08%
$94.282M
144,336 shares@ $653.22 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.22%
6.94%
$64.881M
716,683 shares@ $90.54 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -6.2%
6.45%
$60.317M
864,758 shares@ $69.75 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.13%
6.1%
$57.01M
844,216 shares@ $67.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 7.08%
3.3%
$30.862M
248,264 shares@ $124.31 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.94%
3.08%
$28.744M
113,260 shares@ $253.8 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 42.79%
2.16%
$20.133M
510,590 shares@ $39.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.1%
1.83%
$17.072M
46,118 shares@ $370.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.62%
1.69%
$15.782M
32,934 shares@ $479.2 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 5%
1.62%
$15.081M
21 shares@ $718140.0 avg price

1-10 of 923