Institutions / Private Wealth Management Group, LLC
Private Wealth Management Group, LLC
CIK 2011342 · Institution · as of Dec 31, 2025
Portfolio value
$374.41M
Positions
1,466
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,466 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $37.00M | 9.9% |
| Dimensional ETF Trust | $30.76M | 8.2% |
| Dimensional ETF Trust | $26.86M | 7.2% |
| Vanguard Scottsdale Fds | $22.82M | 6.1% |
| Dimensional ETF Trust | $20.55M | 5.5% |
| Dimensional ETF Trust | $18.54M | 5.0% |
| Dimensional ETF Trust | $15.34M | 4.1% |
| Dimensional ETF Trust | $15.04M | 4.0% |
| Dimensional ETF Trust | $13.68M | 3.7% |
| American Centy ETF Tr | $13.50M | 3.6% |
| Dimensional ETF Trust | $12.20M | 3.3% |
| American Centy ETF Tr | $11.70M | 3.1% |
| SPDR Series Trust | $10.41M | 2.8% |
| Palantir Technologies Inc | $9.89M | 2.6% |
| Dimensional ETF Trust | $9.51M | 2.5% |
| Apple Inc. | $8.38M | 2.2% |
| iShares Tr | $7.56M | 2.0% |
| iShares MSCI UAE ETF | $5.06M | 1.4% |
| J P Morgan Exchange Traded F | $4.72M | 1.3% |
| Dimensional ETF Trust | $4.32M | 1.2% |
| Vanguard Malvern Fds | $3.50M | 0.9% |
| iShares Tr | $2.84M | 0.8% |
| Vanguard Tax-Managed Fds | $2.47M | 0.7% |
| American Centy ETF Tr | $2.33M | 0.6% |
| Johnson & Johnson | $2.18M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.