Praetorian Wealth Management, Inc.

RIA/Wealth

Praetorian Wealth Management, Inc. is a RIA/Wealth based in Carmel, CA led by Richard Alan Hewitt, reporting $498.8M in AUM as of Q3 2025 with 93% ETF concentration and 64% concentrated in top 10 holdings.

PresidentRichard Alan Hewitt

Portfolio Value: $485.7M
Positions: 63
Top Holding: MGK at 13.1%
Last Reported: Q3 2025

Address3775 Via Nona Marie, Suite 220, Carmel, CA, 93923, United States

Top Holdings

Largest long holdings in Praetorian Wealth Management, Inc.'s portfolio (64.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Mega Cap Growth MGK	ETF ETF	$63.6M	13.10%	+$2.4M Bought	— 158.1K shares	Q2 2024 Held for 1y 5m
2 Vanguard Mega Cap Value MGV	ETF ETF	$46.3M	9.54%	+$2.7M Bought	— 336.2K shares	Q2 2025 Held for 5 months
3 iShares S&P 500 Growth ETF IVW	ETF ETF	$38.5M	7.94%	-$632.8K Sold	— 319.3K shares	Q2 2020 Held for 5y 5m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$35.9M	7.40%	+$253.6K Bought	— 599.4K shares	Q2 2020 Held for 5y 5m
5 iShares S&P 500 Value IVE	ETF ETF	$27.1M	5.58%	-$1.2M Sold	— 131.2K shares	Q2 2020 Held for 5y 5m
6 Vanguard Mid-Cap Growth VOT	Unknown Unknown	$24.2M	4.98%	+$85.5K Bought	— 82.4K shares	Q4 2022 Held for 2y 11m
7 Vanguard Mega Cap 300 Index ETF MGC	ETF ETF	$22.6M	4.65%	+$1.1M Bought	— 92.6K shares	Q2 2025 Held for 5 months
8 Vanguard Mid-Cap Value VOE	ETF ETF	$18.3M	3.76%	-$58.7K Sold	— 104.6K shares	Q2 2020 Held for 5y 5m
9 Vanguard FTSE Emerging Markets VWO	ETF ETF	$17.9M	3.69%	+$372.9K Bought	— 331.1K shares	Q2 2020 Held for 5y 5m
10 Vanguard Mid-Cap Fund VO	ETF ETF	$17.2M	3.55%	+$230.0K Bought	— 58.7K shares	Q2 2020 Held for 5y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Praetorian Wealth Management, Inc.'s latest filing

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Market Value

$485.7M

Prior: $433.1M

Q/Q Change

+12.15%

+$52.6M

Net Flows % of MV

+1.33%

Turnover Ratio

3.37%

New Purchases

3 stocks

$508.1K

Added To

25 stocks

+$9.6M

Sold Out Of

1 stocks

$747.5K

Reduced Holdings

13 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 EMCOR Group EME	New	0 → 394.0 +$255.9K
2 Schwab U.S. Large-Cap Value SCHV	New	0 → 7.7K +$224.4K
3 Telomir Pharmaceuticals, Inc. TELO	New	0 → 20.0K +$27.8K
4 IBMS iShares iBonds Dec 2030 Term Muni Bond IBMS	+8.71%	113.3K → 123.2K +$257.3K
5 iShares iBonds Dec 2031 Term Corporate IBDW	+7.46%	211.6K → 227.4K +$334.9K

Decreased Positions

Position	Shares Δ	Change
1 Glacier Bancorp GBCI	Sold	17.4K → 0 −$747.5K
2 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	-9.16%	54.5K → 49.5K −$402.1K
3 iShares iBonds Dec 2025 Term Corporate IBDQ	-4.7%	154.8K → 147.6K −$183.4K
4 iShares S&P 500 Value IVE	-4.17%	136.9K → 131.2K −$1.2M
5 iShares iBonds Dec 2025 Term Muni Bond IBMN	-2.46%	156.3K → 152.4K −$103.2K