Private Wealth Management Group, LLC
All holdings · as of Dec 31, 2025
| 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% |
| AMERICAN CENTY ETF TR | $2.12M | 0.6% |
| AMERICAN CENTY ETF TR | $2.07M | 0.6% |
| VANGUARD INDEX FDS | $2.06M | 0.6% |
| MICROSOFT CORP | $1.87M | 0.5% |
| ISHARES TR | $1.79M | 0.5% |
| ISHARES TR | $1.52M | 0.4% |
| Princeton Bancorp, Inc.BPRN | $1.36M | 0.4% |
| ISHARES TR | $1.30M | 0.3% |
| NVIDIA Corp | $1.30M | 0.3% |
| ISHARES TR | $1.28M | 0.3% |
| NUSHARES ETF TR | $1.27M | 0.3% |
| Warren E. Buffett | $1.26M | 0.3% |
| ISHARES TR | $1.19M | 0.3% |
| VANGUARD BD INDEX FDS | $1.04M | 0.3% |
| SPDR SERIES TRUST | $1.03M | 0.3% |
| ISHARES TR | $993.8K | 0.3% |
| ISHARES TR | $965.9K | 0.3% |
| ISHARES TR | $935.3K | 0.2% |
| iShares MSCI UAE ETF | $904.3K | 0.2% |
| Alphabet Inc. | $785.6K | 0.2% |
| ISHARES INC | $778.0K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $669.4K | 0.2% |
| Amazon.com Inc | $640.8K | 0.2% |
| NUSHARES ETF TR | $600.7K | 0.2% |
| SPDR S&P 500 ETF TR | $587.1K | 0.2% |