Priebe Wealth Holdings LLC
CIK 2009646 · Holdings on Dec 31, 2023 · First reported Jan 26, 2024
Top ten holdings
Q4 2023- SPYM31.66%
- ARKW9.55%
- BINC6.83%
- ADX5.19%
- SPYG4.53%
- VTI3.83%
- BILS3.57%
- BRK.B3.13%
- SPYV2.93%
- FNX2.18%
Share classes counted separately73.40%
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 | $38.56M | 31.66% | 689.84K shares | Prior unavailable — | — | ↗▾ |
| 02 | ARKWARK NEXT GENERATION TECHNOLONEXT GNRTN INTER View history and evidence | $11.63M | 9.55% | 153.18K shares | Prior unavailable — | — | ↗▾ |
| 03 | BINCISHARES FLEX I A ETF-USD INCFLEXIBLE INCOME View history and evidence | $8.32M | 6.83% | 159.25K shares | Prior unavailable — | — | ↗▾ |
| 04 | ADXADAMS DIVERSIFIED EQUITY View history and evidence | $6.32M | 5.19% | 357.05K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $5.51M | 4.53% | 84.72K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $4.67M | 3.83% | 19.67K shares | Prior unavailable — | — | ↗▾ |
| 07 | BILSSS SPDRB B 3-12M T-BILL ETFBLOOMBERG 3-12 M View history and evidence | $4.35M | 3.57% | 43.86K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $3.81M | 3.13% | 10.67K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $3.57M | 2.93% | 76.66K shares | Prior unavailable — | — | ↗▾ |
| 10 | FNXFIRST TRUST MID CAP CORE ALPCOM SHS View history and evidence | $2.66M | 2.18% | 25.43K 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 Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 26, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 121788581
}Research all 64 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.