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PWM

Praetorian Wealth Management Portfolio holdings

AUM $580M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
+1.51%
1 Year Est. Return
+19.43%
3 Year Est. Return
+53.77%
5 Year Est. Return
+48.58%
10 Year Est. Return
–
AUM
$504M
AUM Growth
+$16.3M
Cap. Flow
+$9.31M
Cap. Flow %
1.85%
Top 10 Hldgs %
63.22%
Holding
76
New
12
Increased
32
Reduced
22
Closed
2

Top Buys

Rank Stock Value
1
VPU
Vanguard Utilities ETF
VPU
+$2.63M
2
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.21M
3
MGV icon
Vanguard Morningstar Mega Cap Value ETF
MGV
+$1.82M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.42M
5
IBMT
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
+$1.24M

Top Sells

Rank Stock Value
1
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$4.08M
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.72M
3
VDE icon
Vanguard Energy ETF
VDE
+$2.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$557K
5
MGC icon
Vanguard Morningstar Mega Cap ETF
MGC
+$509K

Sector Composition

Rank Sector Weight
1 Technology 1.45%
2 Consumer Discretionary 0.35%
3 Communication Services 0.17%
4 Healthcare 0.12%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBMN
76
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-152,406
Closed -$4.08M
1 2 3
4

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BL
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TCM
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TCMX
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WCCM
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DLCIG
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Praetorian Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Praetorian Wealth Management held 76 positions worth $504M, up 3.3% from $487M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Praetorian Wealth Management's Q4 2025 filing shows 12 new, 32 increased, 22 reduced and 2 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Corporate ETF: 86,366 shares worth $2.2M. The largest sale was iShares iBonds Dec 2025 Term Muni Bond ETF, an estimated $4.08M.

By sector, the portfolio is most concentrated in Technology at 1.5% of assets, up from 1.2% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Praetorian Wealth Management's largest Q4 2025 buy was iShares iBonds Dec 2032 Term Corporate ETF: 86,366 shares worth $2.2M.
  • Praetorian Wealth Management added most to Vanguard Utilities ETF in Q4 2025, an estimated $2.63M increase.
  • Praetorian Wealth Management's biggest Q4 2025 reduction was Vanguard Energy ETF, cutting an estimated $2.83M.
  • Praetorian Wealth Management fully exited iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2025, selling an estimated $4.08M.
  • Praetorian Wealth Management's ten largest holdings make up 63% of its $504M portfolio in Q4 2025.
  • Praetorian Wealth Management opened 12 new positions and closed 2 in Q4 2025.
  • Praetorian Wealth Management's portfolio value rose 3.3% quarter-over-quarter to $504M.

Based on Praetorian Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.