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Praetorian Wealth Management, Inc. — 13F Holdings & Portfolio

CIK 1818940 · latest 13F-HR filed 2026-07-08

Backtest portfolio

Praetorian Wealth Management, Inc. manages $579.6M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MGK (12.97%), MGV (10.70%), VEA (7.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 44, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3775 VIA NONA MARIE
STE 220
CARMEL, CA 93923
Phone
(831) 622-9600
Filing Manager
Praetorian Wealth Management, Inc.
CARMEL, CA
Signatory
Richard A. Hewitt
President
Loading holdings…
AUM

$579.6M

Long-equity book

Holdings

84

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+8 / −1 / ↑44 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD MEGA CAP GROWTH ETF$10.6M +16.3%
  • VANGUARD MEGA CAP VALUE ETF$7.0M +12.7%
  • IVW - ISHARES S&P 500 GROWTH ETF$5.6M +14.8%
  • VGT - VANGUARD INFORMATION TECHNOLOGY ETF$4.4M +27.8%
  • VANGUARD MID CAP GROWTH ETF$3.3M +14.3%
Show all 44 →

Top Trims

  • VANGUARD COMMUNICATION SERVICES ETF-$3.6M -49.8%
  • ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF-$424.5K -7.7%
  • VANGUARD TOTAL STK MKT-$156.1K -6.1%
  • ISHARES RUSSELL 1000 GROWTH ETF-$129.9K -22.8%
  • VDE - VANGUARD ENERGY ETF-$97.4K -8.9%
Show all 6 →

New Positions

  • COCA COLA CO COM$2.1M
  • APPLIED MATLS INC COM$320.3K
  • ISHARES FUTURE AI & TECH ETF$283.4K
  • ELI LILLY & CO COM$272.3K
  • AMGEN INC$229.2K
Show all 8 →

Exited Positions

  • NORTHROP GRUMMAN CORP COM$234.4K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD MEGA CAP GROWTH ETF MGK 921910816 $75.2M 12.97% 855,232 SH
2 VANGUARD MEGA CAP VALUE ETF MGV 921910840 $62.0M 10.70% 379,594 SH
3 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $43.3M 7.47% 607,698 SH
4 IVW - ISHARES S&P 500 GROWTH ETF IVW 464287309 $43.0M 7.43% 312,983 SH
5 IVE - ISHARES S&0 500 VALUE ETF IVE 464287408 $29.0M 5.00% 127,752 SH
6 VANGUARD MID CAP GROWTH ETF VOT 922908538 $26.1M 4.50% 85,200 SH
7 VANGUARD MEGA CAP CORE ETF MGC 921910873 $25.9M 4.47% 94,598 SH
8 VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF VOE 922908512 $20.9M 3.60% 105,965 SH
9 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $20.3M 3.51% 340,814 SH
10 VGT - VANGUARD INFORMATION TECHNOLOGY ETF VGT 92204A702 $20.3M 3.50% 169,610 SH
11 VANGUARD SMALL CAP GROWTH ETF VBK 922908595 $18.9M 3.26% 51,662 SH
12 VANGUARD MID CAP VO 922908629 $18.9M 3.26% 234,452 SH
13 VANGUARD SMALL CAP VALUE ETF VBR 922908611 $14.0M 2.41% 57,440 SH
14 VANGUARD SMALL CAP ETF VB 922908751 $12.8M 2.20% 42,131 SH
15 ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF IBMQ 46435U325 $7.7M 1.34% 302,556 SH
16 ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF IBMP 46435U283 $7.2M 1.25% 285,165 SH
17 ISHARES IBONDS DEC 2028 TERM CORPORATE ETF IBDT 46435U515 $7.0M 1.20% 275,923 SH
18 IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF IBDU 46436E205 $6.9M 1.19% 297,915 SH
19 ISHARES IBONDS DEC 2027 TERM CORPORATE ETF IBDS 46435UAA9 $6.9M 1.19% 284,709 SH
20 IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF IBDV 46436E726 $6.6M 1.14% 304,213 SH
21 ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF IBMR 46436E163 $6.4M 1.11% 253,195 SH
22 IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF IBDW 46436E486 $6.4M 1.10% 306,517 SH
23 ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF IBMS 46438G687 $5.7M 0.99% 220,855 SH
24 APPLE INC AAPL 037833100 $5.5M 0.95% 18,960 SH
25 ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF IBMO 46435U259 $5.1M 0.88% 198,055 SH
26 ISHARES IBONDS DEC 2026 TERM CORPORATE ETF IBDR 46435GAA0 $5.1M 0.87% 209,282 SH
27 IBDX-ISHARES IBONDS DEC 2032 TERM CORPORATE ETF IBDX 46436E312 $5.0M 0.86% 197,602 SH
28 VHT - VANGUARD HEALTH CARE ETF VHT 92204A504 $4.0M 0.69% 13,410 SH
29 STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF SPTM 78464A805 $3.8M 0.66% 41,914 SH
30 VANGUARD REIT INDEX ETF VNQ 922908553 $3.8M 0.65% 38,950 SH
31 VANGUARD COMMUNICATION SERVICES ETF VOX 92204A884 $3.7M 0.63% 19,944 SH
32 ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF IBMT 46438G356 $3.7M 0.63% 141,610 SH
33 ISHARES S&P 500 INDEX IVV 464287200 $3.6M 0.62% 4,789 SH
34 VPU - VANGUARD UTILITIES ETF VPU 92204A876 $3.5M 0.60% 17,784 SH
35 VCR - VANGUARD CONSUMER DISCRETIONARY ETF VCR 92204A108 $3.4M 0.59% 8,691 SH
36 VANGUARD MATERIALS ETF VAW 92204A801 $3.4M 0.59% 14,980 SH
37 VIS - VANGUARD INDUSTRIALS ETF VIS 92204A603 $3.4M 0.59% 9,474 SH
38 VANGUARD FINANCIALS ETF VFH 92204A405 $2.9M 0.50% 21,925 SH
39 VANGUARD TOTAL STK MKT VTI 922908769 $2.4M 0.42% 6,539 SH
40 COCA COLA CO COM KO 191216100 $2.1M 0.36% 25,630 SH
41 VSS - VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF VSS 922042718 $1.6M 0.28% 10,652 SH
42 SPDR S&P 500 ETF SPY 78462F103 $1.5M 0.25% 1,962 SH
43 VANGUARD 0-3 MONTH TREASURY BILL ETF VBIL 922040845 $1.4M 0.24% 18,196 SH
44 NVIDIA CORPORATION COM NVDA 67066G104 $1.3M 0.23% 6,549 SH
45 ISHARES RUSSELL 1000 ETF IWB 464287622 $1.2M 0.21% 2,985 SH
46 AMAZON COM INC COM AMZN 023135106 $1.2M 0.20% 4,837 SH
47 SCHWAB STRATEGIC TR US LRG CAP ETF SCHX 808524201 $1.1M 0.18% 35,798 SH
48 VDE - VANGUARD ENERGY ETF VDE 92204A306 $995.2K 0.17% 6,629 SH
49 VDC - VANGUARD CONSUMER STAPLES ETF VDC 92204A207 $948.1K 0.16% 4,206 SH
50 MICROSOFT MSFT 594918104 $740.8K 0.13% 1,986 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $579.6M 84 0001818940-26-000003
2026-03-31 2026-04-09 $526.2M 77 0001818940-26-000002
2025-12-31 2026-01-14 $503.7M 74 0001818940-26-000001