# EDGAR Filing Document

**Accession Number:** 0002063952
**File Stem:** 0002063952-25-000003
**Filing Date:** 2025-8
**Character Count:** 11383
**Document Hash:** 28bbb555eeea2f63e5bc096c2629f171
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063952-25-000003.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0002063952-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Papamarkou Wellner Asset Management inc.
- **CENTRAL INDEX KEY:** 0002063952

**ORGANIZATION NAME:**
- **EIN:** 133327429
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25565
- **FILM NUMBER:** 251213380

**BUSINESS ADDRESS:**
- **STREET 1:** 430 PARK AVE
- **STREET 2:** 17TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-223-2020

**MAIL ADDRESS:**
- **STREET 1:** 430 PARK AVE
- **STREET 2:** 17TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Papamarkou Wellner Asset Management inc.<br>**Address:** 430 PARK AVE<br>17TH FLOOR<br>NEW YORK, NY 10022

**Form 13F File Number:** 028-25565

**CRD Number (if applicable):** 000131796

**SEC File Number (if applicable):** 801-63317

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Bryon H. Lyons<br>**Title:** CCO<br>**Phone:** 212-223-2020

**Signature, Place, and Date of Signing:**

Bryon H. Lyons  New York, NY  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $151117192

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| EATON CORP PLC | SHS | G29183103 |  | 1759247 | 4928 | SH |  | SOLE |  | 4928 | 0 | 0 |
| SIMILARWEB LTD | SHS | M84137104 |  | 166200 | 21199 | SH |  | SOLE |  | 21199 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 2331244 | 2909 | SH |  | SOLE |  | 2909 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 2476606 | 18209 | SH |  | SOLE |  | 18209 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1774342 | 9559 | SH |  | SOLE |  | 9559 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2098524 | 11830 | SH |  | SOLE |  | 11830 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5670200 | 32175 | SH |  | SOLE |  | 32175 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 770398 | 13140 | SH |  | SOLE |  | 13140 | 0 | 0 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 |  | 213643 | 4850 | SH |  | SOLE |  | 4850 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 7583654 | 34567 | SH |  | SOLE |  | 34567 | 0 | 0 |
| AMERICAS GOLD AND SILVER COR | COM | 03062D100 |  | 126908 | 157401 | SH |  | SOLE |  | 157401 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15274907 | 74450 | SH |  | SOLE |  | 74450 | 0 | 0 |
| ARIS MNG CORP | COM | 04040Y109 |  | 131793 | 19608 | SH |  | SOLE |  | 19608 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 335848 | 1089 | SH |  | SOLE |  | 1089 | 0 | 0 |
| AVEPOINT INC | COM CL A | 053604104 |  | 587024 | 30400 | SH |  | SOLE |  | 30400 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3402819 | 7005 | SH |  | SOLE |  | 7005 | 0 | 0 |
| BLACKLINE INC | COM | 09239B109 |  | 767088 | 13548 | SH |  | SOLE |  | 13548 | 0 | 0 |
| BLACKROCK LTD DURATION INCOM | COM SHS | 09249W101 |  | 141800 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 2303104 | 2195 | SH |  | SOLE |  | 2195 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1650868 | 5989 | SH |  | SOLE |  | 5989 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 1730067 | 6277 | SH |  | SOLE |  | 6277 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 261272 | 3295 | SH |  | SOLE |  | 3295 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2275575 | 15892 | SH |  | SOLE |  | 15892 | 0 | 0 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 334213 | 15240 | SH |  | SOLE |  | 15240 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 3676029 | 51958 | SH |  | SOLE |  | 51958 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1351759 | 37875 | SH |  | SOLE |  | 37875 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 788982 | 797 | SH |  | SOLE |  | 797 | 0 | 0 |
| CUBESMART | COM | 229663109 |  | 246500 | 5800 | SH |  | SOLE |  | 5800 | 0 | 0 |
| EMX RTY CORP | COM | 26873J107 |  | 115900 | 46100 | SH |  | SOLE |  | 46100 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 1528377 | 12778 | SH |  | SOLE |  | 12778 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 400818 | 22108 | SH |  | SOLE |  | 22108 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3115478 | 4221 | SH |  | SOLE |  | 4221 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1748642 | 15772 | SH |  | SOLE |  | 15772 | 0 | 0 |
| GLOBAL NET LEASE INC | COM NEW | 379378201 |  | 273499 | 36225 | SH |  | SOLE |  | 36225 | 0 | 0 |
| GREAT ELM CAP CORP | COM NEW | 390320703 |  | 207968 | 19500 | SH |  | SOLE |  | 19500 | 0 | 0 |
| HESS CORP | COM | 42809H107 |  | 2021160 | 14589 | SH |  | SOLE |  | 14589 | 0 | 0 |
| HIGHLAND OPPS  INCOME FD | HIGHLAND INCOME | 43010E404 |  | 156000 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1714042 | 4675 | SH |  | SOLE |  | 4675 | 0 | 0 |
| I-80 GOLD CORP | COM | 44955L106 |  | 8976 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 2048626 | 11166 | SH |  | SOLE |  | 11166 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 3429461 | 6311 | SH |  | SOLE |  | 6311 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 1938357 | 2461 | SH |  | SOLE |  | 2461 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2719936 | 9382 | SH |  | SOLE |  | 9382 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2365094 | 3034 | SH |  | SOLE |  | 3034 | 0 | 0 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 871038 | 102850 | SH |  | SOLE |  | 102850 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1385252 | 2991 | SH |  | SOLE |  | 2991 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1607294 | 5883 | SH |  | SOLE |  | 5883 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3961677 | 7050 | SH |  | SOLE |  | 7050 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 2564376 | 8777 | SH |  | SOLE |  | 8777 | 0 | 0 |
| METALLA RTY  STREAMING LTD | COM NEW | 59124U605 |  | 116244 | 30272 | SH |  | SOLE |  | 30272 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 11769715 | 23662 | SH |  | SOLE |  | 23662 | 0 | 0 |
| MORGAN STANLEY EMERGING MKTS | COM | 617477104 |  | 110080 | 21500 | SH |  | SOLE |  | 21500 | 0 | 0 |
| N-ABLE INC | COMMON STOCK | 62878D100 |  | 216635 | 26745 | SH |  | SOLE |  | 26745 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1644452 | 1228 | SH |  | SOLE |  | 1228 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 470333 | 8073 | SH |  | SOLE |  | 8073 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11843720 | 74965 | SH |  | SOLE |  | 74965 | 0 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 1098446 | 6768 | SH |  | SOLE |  | 6768 | 0 | 0 |
| PAGERDUTY INC | COM | 69553P100 |  | 396562 | 25953 | SH |  | SOLE |  | 25953 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 4614628 | 25337 | SH |  | SOLE |  | 25337 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2008866 | 12609 | SH |  | SOLE |  | 12609 | 0 | 0 |
| PUTNAM PREMIER INCOME TR | SH BEN INT | 746853100 |  | 183500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 848378 | 5327 | SH |  | SOLE |  | 5327 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 2362604 | 16180 | SH |  | SOLE |  | 16180 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 3422112 | 6490 | SH |  | SOLE |  | 6490 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 1487632 | 1447 | SH |  | SOLE |  | 1447 | 0 | 0 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 |  | 416731 | 57719 | SH |  | SOLE |  | 57719 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 488937 | 2185 | SH |  | SOLE |  | 2185 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1840005 | 8124 | SH |  | SOLE |  | 8124 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 305140 | 3475 | SH |  | SOLE |  | 3475 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 2340085 | 11271 | SH |  | SOLE |  | 11271 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 1341136 | 5829 | SH |  | SOLE |  | 5829 | 0 | 0 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 845103 | 23198 | SH |  | SOLE |  | 23198 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 311970 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 421900 | 5730 | SH |  | SOLE |  | 5730 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 4857439 | 13681 | SH |  | SOLE |  | 13681 | 0 | 0 |
| VIZSLA SILVER CORP | COM NEW | 92859G608 |  | 180176 | 61148 | SH |  | SOLE |  | 61148 | 0 | 0 |
| VOX ROYALTY CORP | COM | 92919F103 |  | 428142 | 135488 | SH |  | SOLE |  | 135488 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 132936 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| WESTERN ASSET EMERGING MKTS | COM | 95766A101 |  | 201000 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |

---