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.
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 |