Priebe Wealth Holdings LLC
CIK 2009646 · Holdings on Jun 30, 2025 · First reported Jul 25, 2025
Top ten holdings
Q2 2025- SPYM24.92%
- DUSA6.66%
- FELC6.53%
- MTBA5.34%
- ARKW5.09%
- BRK.B4.65%
- SDVY4.26%
- SPYG3.10%
- BILS2.90%
- ADX2.81%
Share classes counted separately66.26%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $28.78M | 24.92% | 395.95K shares | Prior unavailable — | — | ▾ |
| 02 | DUSADAVIS SELECT US EQUITY ETFSELECT US EQTY View history and evidence | $7.70M | 6.66% | 166.31K shares | Prior unavailable — | — | ▾ |
| 03 | FELCFIDELITY ENH LRG CAP COR ETFENHANCED LARGE View history and evidence | $7.54M | 6.53% | 218.69K shares | Prior unavailable — | — | ▾ |
| 04 | MTBASIMPLIFY MBS ETFMBS ETF View history and evidence | $6.17M | 5.34% | 123.10K shares | Prior unavailable — | — | ▾ |
| 05 | ARKWARK NEXT GENERATION INTERNETNEXT GNRTN INTER View history and evidence | $5.88M | 5.09% | 39.85K shares | Prior unavailable — | — | ▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $5.37M | 4.65% | 11.05K shares | Prior unavailable — | — | ▾ |
| 07 | SDVYFIRST TRUST SMID CAP RISINGSMID RISNG ETF View history and evidence | $4.92M | 4.26% | 139.38K shares | Prior unavailable — | — | ▾ |
| 08 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $3.58M | 3.10% | 37.59K shares | Prior unavailable — | — | ▾ |
| 09 | BILSSS SPDRB B 3-12M T-BILL ETFBLOOMBERG 3-12 M View history and evidence | $3.35M | 2.90% | 33.73K shares | Prior unavailable — | — | ▾ |
| 10 | ADXADAMS DIVERSIFIED EQUITY View history and evidence | $3.24M | 2.81% | 149.36K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009646 · Period 2025-06-30
Data loaded 2026-09-21 · First reported 2025-07-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 115486910
}Research all 53 reported holdings.
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