Praetorian Wealth Management, Inc.
Long book
$526.2M
Q1 2026
Positions
77
Top-10 weight
62%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsPraetorian Wealth Management, Inc. is a wealth-management firm allocating client money, specialised in technology (71% of the long book), running a $526.2M US long book across 77 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD MEGA CAP GROWTH ETF, VANGUARD MEGA CAP VALUE ETF, VANGUARD FTSE DEVELOPED ETF, ISHARES S&P 500 GROWTH ETF, ISHARES S&P 500 VALUE ETF.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.4%
Q2 2024
+6.5%
Q3 2024
+0.7%
Q4 2024
-2.6%
Q1 2025
+9.0%
Q2 2025
+6.8%
Q3 2025
+2.1%
Q4 2025
-2.4%
Q1 2026
+12.6%
Sector allocation
Technology 71%
Consumer discretionary 13%
Industrials 7%
Healthcare 4%
Utilities 3%
Financials 2%
Long book by quarter
What does Praetorian Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 18.6K | $4.8M | 0.9% | +1.9% |
| NVDA NVIDIA CORP | Technology | 6.0K | $1.1M | 0.2% | +1.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.9K | $1.1M | 0.2% | +9.3% |
| GOOG ALPHABET INC-CL C | Technology | 2.0K | $627K | 0.1% | -0.8% |
| MSFT MICROSOFT CORP | Technology | 1.6K | $593K | 0.1% | -24.1% |
| EME EMCOR GROUP INC | Industrials | 588 | $464K | 0.1% | +49.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.8K | $424K | 0.1% | -0.5% |
| TSLA TESLA INC | Industrials | 967 | $332K | 0.1% | -0.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 984 | $302K | 0.1% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 7.1K | $271K | 0.1% | New |
| NOC NORTHROP GRUMMAN CORP | Technology | 341 | $234K | 0.0% | New |
| AVGO BROADCOM INC | Technology | 650 | $228K | 0.0% | -0.5% |
| CBNK CAPITAL BANCORP INC/MD | Financials | 7.2K | $226K | 0.0% | Held |
| TELO TELOMIR PHARMACEUTICALS INC | Healthcare | 20.0K | $27K | 0.0% | +100.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 77 | $526.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 14, 2026 | 74 | $503.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 64 | $487.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 40 | $434.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 58 | $410.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 10, 2025 | 61 | $411.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 2, 2024 | 37 | $401.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 58 | $390.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 36 | $374.0M | canonical | SEC ↗ |