Praetorian Wealth Management 13F annual report

Praetorian Wealth Management is an investment fund managing more than $374 billion ran by Richard Hewitt. There are currently 36 companies in Mr. Hewitt’s portfolio. The largest investments include Ivw - Ishares Sp 500 Growth Etf and Ive - Ishares S0 500 Value Etf, together worth $123 billion.

Limited to 30 biggest holdings

$374 billion Assets Under Management (AUM)

As of 3rd April 2024, Praetorian Wealth Management’s top holding is 749,205 shares of Ivw - Ishares Sp 500 Growth Etf currently worth over $63.3 billion and making up 16.9% of the portfolio value. In addition, the fund holds 320,259 shares of Ive - Ishares S0 500 Value Etf worth $59.8 billion. The third-largest holding is Vanguard Ftse Developed Markets Etf worth $27.7 billion and the next is Vanguard Mid Cap Growth Etf worth $23.3 billion, with 98,865 shares owned.

Currently, Praetorian Wealth Management's portfolio is worth at least $374 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Praetorian Wealth Management

The Praetorian Wealth Management office and employees reside in Carmel, California. According to the last 13-F report filed with the SEC, Richard Hewitt serves as the Chief Compliance Officer at Praetorian Wealth Management.

Recent trades

In the most recent 13F filing, Praetorian Wealth Management revealed that it had opened a new position in Mira Pharmaceuticals Inc Com and bought 27,500 shares worth $30.3 million.

The investment fund also strengthened its position in Ivw - Ishares Sp 500 Growth Etf by buying 42,947 additional shares. This makes their stake in Ivw - Ishares Sp 500 Growth Etf total 749,205 shares worth $63.3 billion.

On the other hand, there are companies that Praetorian Wealth Management is getting rid of from its portfolio. Praetorian Wealth Management closed its position in Vss - Vanguard Ftse All World Ex-us Small Cap Etf on 10th April 2024. It sold the previously owned 9,816 shares for $1.13 billion. Richard Hewitt also disclosed a decreased stake in Vanguard Mid Cap by approximately 0.1%. This leaves the value of the investment at $17.4 billion and 69,657 shares.

One of the average hedge funds

The two most similar investment funds to Praetorian Wealth Management are Lead Edge Capital Management and Act Two Investors. They manage $374 billion and $374 billion respectively.

Richard Hewitt investment strategy

Praetorian Wealth Management’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 0.9% of the total portfolio value. The fund focuses on investments in the United States as 2.8% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 3% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $1.97 trillion.

The complete list of Praetorian Wealth Management trades based on 13F SEC filings

These positions were updated on April 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ivw - Ishares Sp 500 Growth Etf	6.08% 749,205	$63,262,870,000	16.92%
Ive - Ishares S0 500 Value Etf	6.46% 320,259	$59,827,583,000	16.00%
Vanguard Ftse Developed Markets Etf	3.38% 551,624	$27,674,976,000	7.40%
Vanguard Mid Cap Growth Etf	1.75% 98,865	$23,311,378,000	6.23%
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf	1.94% 134,818	$21,019,474,000	5.62%
Vanguard Mid Cap	0.66% 69,657	$17,404,498,000	4.65%
Ishares Sp 500 Index	1.49% 29,317	$15,413,324,000	4.12%
Vanguard Ftse Emerging Markets Etf	6.50% 293,496	$12,259,327,000	3.28%
Vanguard Small Cap Value Etf	1.63% 59,240	$11,366,971,000	3.04%
Vanguard Small Cap Growth Etf	1.48% 41,210	$10,744,271,000	2.87%
Vgt - Vanguard Information Technology Etf	10.18% 18,740	$9,826,132,000	2.63%
Vanguard Small Cap Etf	1.20% 34,728	$7,938,474,000	2.12%
Ishares Ibonds Dec 2026 Term Muni Bond Etf	6.52% 252,380	$6,397,833,000	1.71%
Ishares Ibonds Dec 2027 Term Muni Bond Etf	6.40% 253,991	$6,392,953,000	1.71%
Vcr - Vanguard Consumer Discretionary Etf	5.20% 20,013	$6,358,730,000	1.70%
Ishares Ibonds Dec 2025 Term Muni Bond Etf	4.94% 239,267	$6,331,004,000	1.69%
Vanguard Communication Services Etf	0.58% 45,543	$5,976,152,000	1.60%
Ishares Ibonds Dec 2028 Term Muni Bond Etf	6.70% 235,656	$5,955,027,000	1.59%
Ishares Ibonds Dec 2024 Term Muni Bond Etf	10.26% 185,101	$4,803,370,000	1.28%
Ishares Ibonds Dec 2025 Term Corporate Etf	0.46% 193,308	$4,795,971,000	1.28%
Ishares Ibonds Dec 2026 Term Corporate Etf	3.46% 197,666	$4,714,334,000	1.26%
Ishares Ibonds Dec 2027 Term Corporate Etf	4.57% 191,720	$4,562,936,000	1.22%
Ishares Ibonds Dec 2028 Term Corporate Etf	3.55% 179,983	$4,482,476,000	1.20%
Spdr Portfolio Sp 1500 Composite Stock Market Etf	8.51% 63,790	$4,092,129,000	1.09%
Vht - Vanguard Health Care Etf	0.05% 14,825	$4,010,459,000	1.07%
Ibdu - Ishares Ibonds Dec 2029 Term Corporate Etf	28.59% 173,825	$3,966,686,000	1.06%
Vde - Vanguard Energy Etf	15.02% 29,337	$3,863,683,000	1.03%
Apple Inc	0.06% 19,297	$3,309,050,000	0.88%
Ishares Ibonds Dec 2024 Term Corporate Etf	30.59% 126,186	$3,160,959,000	0.85%
Vis - Vanguard Industrials Etf	0.96% 11,397	$2,782,578,000	0.74%
Ibdv - Ishares Ibonds Dec 2030 Term Corporate Etf	55.05% 124,935	$2,673,609,000	0.71%
Ibmr - Ishares I Bonds Dec 2029 Term Muni Bond Etf	115.20% 90,533	$2,285,506,000	0.61%
Vanguard Financials Etf	26.33% 21,761	$2,228,109,000	0.60%
Vss - Vanguard Ftse All World Ex-us Small Cap Etf	Closed 9,816	$1,129,134,000
Vdc - Vanguard Consumer Staples Etf	Closed 4,039	$771,287,000
Schwab Strategic Tr Us Lrg Cap Etf	No change 12,237	$759,428,000	0.20%
Vanguard Total Stk Mkt	Closed 2,623	$622,228,000
Vanguard Dividend Appreciation Etf	Closed 2,879	$490,581,000
Vanguard Materials Etf	Closed 2,563	$486,816,000
Amazon.com Inc.	Closed 3,129	$475,420,000
Ishares Russell 1000 Growth Etf	Closed 1,344	$407,460,000
Schwab Us Mid-cap Etf	Closed 5,032	$379,010,000
Vpu - Vanguard Utilities Etf	Closed 2,547	$349,117,000
Schwab Us Large Cap Growth Etf	Closed 4,140	$343,454,000
Microsoft Corporation	Closed 909	$341,820,000
Vanguard Reit Index Etf	Closed 3,691	$326,136,000
Grainger W W Inc Com	Closed 370	$306,615,000
Mcdonalds Corp Com	Closed 1,000	$296,510,000
Johnson Johnson Com	Closed 1,857	$291,106,000
Vanguard Growth Etf	Closed 934	$290,361,000
Vanguard Intermediate-term Corporate Bond Etf	Closed 3,419	$277,896,000
Vanguard Short-term Corporate Bond Etf	Closed 3,574	$276,520,000
Ishares Core Sp Mid-cap Etf	Closed 831	$230,311,000
Tesla Inc	Closed 845	$209,965,000
Alphabet Inc Cap Stk Cl C	Closed 1,449	$204,207,000
Ishares Core Sp Total U.s. Stock Market Etf	Closed 1,920	$202,041,000
Mymd Pharmaceuticals Inc Com	Closed 200,000	$51,740,000
Mira Pharmaceuticals Inc Com	Opened 27,500	$30,250,000	0.01%
Prospect Cap Corp 6.375 03/01/2025	No change 10,000	$9,925,000	0.00%
No transactions found
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