Premier Private Wealth Management LLC ETF holdings
Palm Harbor, FL
Reported $105.1M in 49 ETFs in its Form 13F for June 30, 2026.
ETF value
$105.1M
ETFs held
49
Change from prior quarter
+22.4%
With price moves
ETFs as a share of its 13F
92.0%
of $114.3M
Top 10 of 49 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $9.7M | 306,387 | +30,563 shares |
| QQQM | Invesco NASDAQ 100 ETF | $8.7M | 28,585 | +4,094 shares |
| SDY | State Street SPDR S&P Dividend ETF | $8.1M | 52,930 | +696 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $7.8M | 96,741 | +1,135 shares |
| IEFA | iShares Core MSCI EAFE ETF | $6.7M | 69,250 | +9,791 shares |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $6.4M | 65,033 | +7,744 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $6.2M | 107,152 | +10,912 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $5.2M | 54,097 | +542 shares |
| DDWM | WisdomTree Dynamic International Equity ETF | $3.8M | 82,143 | +2,774 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $3.6M | 72,686 | +9,116 shares |
39 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056550. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Premier Private Wealth Management LLC own?
Premier Private Wealth Management LLC reported 49 ETF positions worth $105.1M in its Form 13F for June 30, 2026. The largest was SCHD, at $9.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.