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Priebe Wealth Holdings LLC
Priebe Wealth Holdings LLC is a registered investment adviser headquartered in Maple Grove, Minnesota. Founded in 2020, the firm specializes in comprehensive wealth management and financial planning services primarily for individuals and high net worth individuals. With a staff of approximately 7-8 employees, Priebe Wealth Holdings manages hundreds of client accounts totaling nearly $500 million in assets under management as of 2025. The firm serves predominantly US-based clients.
Investment Strategy
Priebe Wealth Holdings LLC provides discretionary investment advisory services focused on comprehensive wealth management for individuals and high-net-worth individuals. The firm emphasizes tailored portfolio management, prioritizing diversification and risk management, and builds financial plans to align with clients’ long-term goals and risk tolerance—serving primarily retail clients with customized solutions across a range of equity and fixed income investment vehicles.
Latest 13F Filing Activity
Priebe Wealth Holdings LLC filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions with a total 13F market value of $115M. The fund increased holdings in Fidelity Covington Trust, Davis Fundamental Etf TR, SPDR Series Trust among other positions. Priebe Wealth Holdings LLC reduced exposure to SPDR Series Trust, Blackrock Etf Trust II, Ark Etf TR among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 24.92% | $28.8M | 395,949 | $58.42 | $72.69 | -$24.7M |
D DUSA | DAVIS FUNDAMENTAL ETF TR | 6.66% | $7.7M | 166,315 | $43.32 | $46.28 | +$2.4M |
F FELC | FIDELITY COVINGTON TRUST | 6.53% | $7.5M | 218,695 | $34.49 | $34.49 | +$7.5M |
M MTBA | SIMPLIFY EXCHANGE TRADED FUN | 5.34% | $6.2M | 123,100 | $50.09 | $50.09 | +$1.5M |
A ARKW | ARK ETF TR | 5.09% | $5.9M | 39,852 | $75.94 | $147.62 | -$6.4M |
Industry Allocation
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