Premier Private Wealth Management LLC
Premier Private Wealth Management LLC reported 60 holdings worth US$114M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Premier Private Wealth Management LLC reported 60 holdings worth US$114M as of Jun 30, 2026. Largest: Apple Inc, Smartstop Self Storage Reit, Inc. and Mckesson Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$114M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 9,254 | US$2.68M | 2.3% |
| Smartstop Self Storage Reit, Inc. | 42,262 | US$1.37M | 1.2% |
| Mckesson Corporation | 1,657 | US$1.25M | 1.1% |
| Microsoft Corp. | 2,734 | US$1.02M | 0.89% |
| Amazon.com, Inc. | 3,897 | US$929K | 0.81% |
| Berkshire Hathaway Inc. | 1,009 | US$505K | 0.44% |
| Nvidia Corporation | 1,803 | US$361K | 0.32% |
| Procore Technologies, Inc. | 7,665 | US$311K | 0.27% |
| Duke Energy Corporation (holding Company) | 2,289 | US$290K | 0.25% |
| Broadcom Inc. | 666 | US$252K | 0.22% |
| Johnson & Johnson | 831 | US$211K | 0.18% |