StockDriftsStockDriftsTop 50 Priebe Wealth Holdings Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR SERIES TRUST | 24.92% | 395.9K | $28.8M | — | — | — | 2025-06-30 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 6.66% | 166.3K | $7.7M | — | — | — | 2025-06-30 |
| FELC | FIDELITY COVINGTON TRUST | 6.53% | 218.7K | $7.5M | — | — | — | 2025-06-30 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 5.34% | 123.1K | $6.2M | — | — | — | 2025-06-30 |
| ARKW | ARK ETF TR | 5.09% | 39.9K | $5.9M | — | — | — | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.65% | 11.0K | $5.4M | — | — | — | 2025-06-30 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 4.26% | 139.4K | $4.9M | — | — | — | 2025-06-30 |
| SPYG | SPDR SERIES TRUST | 3.1% | 37.6K | $3.6M | — | — | — | 2025-06-30 |
| BILS | SPDR SERIES TRUST | 2.9% | 33.7K | $3.4M | — | — | — | 2025-06-30 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 2.81% | 149.4K | $3.2M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.06% |
Priebe Wealth Holdings Llc reports $115.49M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SPLG (24.9%), DUSA (6.7%) and FELC (6.5%). The top 20 holdings account for 82.77% of reported assets. Its disclosed equity book has returned +22.74% cumulatively over 6 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Priebe Wealth Holdings Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009646). View Priebe Wealth Holdings Llc’s 13F filings on SEC