Private Wealth Management Group, LLC - Portfolio Stock Holdings
Private Wealth Management Group, LLC disclosed 1574 stock positions in a recent SEC 13F filing. $444,870,863 of stock holdings were filed, with the largest holdings including DFAU, DFAC, and DFGX. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $612,775,760 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1574Est. Stock Holding Value:
$444,870,863Top Stock Holdings By Sector
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Portfolio Stock Holdings - Private Wealth Management Group, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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