Private Wealth Group, LLC - Portfolio Stock Holdings
Private Wealth Group, LLC disclosed 79 stock positions in a recent SEC 13F filing. $258,943,062 of stock holdings were filed, with the largest holdings including SPYM, SGOV, and SPTS. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $274,030,731 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
79Est. Stock Holding Value:
$258,943,062Top Stock Holdings By Sector
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Portfolio Stock Holdings - Private Wealth Group, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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