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Drew Hartman

Warther Private Wealth, Llc

Assets Managed
$426.53M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
1.96%(2Q avg: 0.47%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Warther Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Warther Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 426.53M in assets, with a quarterly growth rate of 1.96% and a 2-quarter average growth rate of 0.47%. The portfolio is managed by Drew Hartman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
UNH
Unitedhealth Group Inc
Recent Activity
Increased 5.71%
7.48%
$31.884M
117,832 shares@ $270.6 avg price
BABA
Alibaba Group Holding-sp Adr
Recent Activity
Increased 4.24%
7.13%
$30.372M
242,086 shares@ $125.47 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 144.68%
6.97%
$29.708M
175,101 shares@ $169.67 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Increased 43.77%
4.99%
$21.282M
1.481M shares@ $14.38 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Increased 11.78%
4.75%
$20.225M
215,203 shares@ $93.99 avg price
MELI
Mercadolibre Inc
Recent Activity
Increased 17.71%
4.67%
$19.898M
11,508 shares@ $1729.02 avg price
NVO
Novo-nordisk A S-spons Adr
Recent Activity
Increased 24.04%
4.48%
$19.091M
519,480 shares@ $36.75 avg price
UBER
Uber Technologies Inc
Recent Activity
Increased 31.63%
4.3%
$18.329M
254,818 shares@ $71.94 avg price
FICO
Fair Isaac Corp
Recent Activity
Increased 74.18%
4.3%
$18.322M
17,163 shares@ $1067.54 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -23.9%
4.23%
$18.016M
53,310 shares@ $337.96 avg price

1-10 of 40