Private Wealth Group, LLC Portfolio Holdings

Private Wealth Group, LLC

  • $207 Million
  • Q4 2025

Private Wealth Group, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $207 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $58.7M, Ishares Trishares 0 3 Mnth Tre with a value of $14.4M, Spdr Portfolio Short Term Trea with a value of $11.8M, Spdr Portfolio S&P 500 Value E with a value of $11.2M, and First Trust Nasdaq Technology with a value of $9.06M.

Examining the 13F form we can see an increase of $9.65M in the current position value, from $197M to 207M.

Below you can find more details about Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $207 Million
ETFs: $194 Million
Financial Services: $8.01 Million
Technology: $1.63 Million
Communication Services: $1.15 Million
Industrials: $1.13 Million
Healthcare: $362,000
Utilities: $350,000
Consumer Defensive: $291,000
Other: $422,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.4B
$863,000 0.42% of portfolio
5,219
Q3 2025 Reduced 27.94%
$72.7B
$350,000 0.17% of portfolio
2,007
Q4 2025 Added 0.4%
$61.6B
$222,000 0.11% of portfolio
8,123
Q4 2025 Reduced 18.77%
$92.7B
$200,000 0.1% of portfolio
700
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $207 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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