Private Wealth Management Group, LLC Incresed Positions in Q4 2025

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
52.2K
+ 10.0%
$44.77 - $47.01 $2.33M - $2.45M
574K $26.9B
DFAI
Dimensional ETF Tr

ETFs
60.5K
+ 17.68%
$35.82 - $37.52 $2.17M - $2.27M
403K $15.3B
Dimensional ETF Trust
41K
+ 7.54%
N/A
584K $30.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
22.5K
+ 6.27%
$59.84 - $60.54 $1.34M - $1.36M
381K $22.8B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.78K
+ 0.62%
$37.61 - $39.41 $217K - $228K
935K $37B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18.5K
+ 3.42%
$31.28 - $33.46 $580K - $620K
561K $18.5B
AVUV
American Centy ETF Tr Avantis

ETFs
3.16K
+ 2.83%
$95.19 - $100.66 $301K - $318K
115K $11.7B
VTI
Vanguard Total Stock Market Et

ETFs
1.39K
+ 29.16%
$321.8 - $337.95 $446K - $469K
6.14K $2.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
607
+ 238.98%
$653.02 - $687.39 $396K - $417K
861 $587M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.14K
+ 7.03%
$50.33 - $50.81 $309K - $312K
93.4K $4.72B
IWD
Ishares Russell 1000 Val ETF

ETFs
788
+ 328.33%
$199.44 - $208.01 $157K - $164K
1.03K $216M
Dimensional ETF Trust
23.1K
+ 4.23%
N/A
569K $15B
IVW
Ishares S&P 500 Growth ETF

ETFs
784
+ 8.03%
$118.29 - $126.28 $92.7K - $99K
10.5K $1.3B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.97K
+ 7.5%
$42.88 - $45.39 $84.6K - $89.6K
28.3K $1.27B
IWP
Ishares Russell Mid Cap Growth

ETFs
814
+ 484.52%
$136.84 - $145.3 $111K - $118K
982 $134M
VDE
Vanguard Energy ETF

ETFs
859
+ 469.4%
$120.37 - $129.34 $103K - $111K
1.04K $131M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
733
+ 4.05%
$91.84 - $96.06 $67.3K - $70.4K
18.8K $1.79B
IVE
Ishares S&P 500 Value ETF

ETFs
325
+ 4.75%
$202.52 - $212.07 $65.8K - $68.9K
7.16K $1.52B
SUB
Ishares Short Term National Mu

ETFs
869
+ 1.87%
$106.22 - $106.81 $92.3K - $92.8K
47.4K $5.06B
VTV
Vanguard Value ETF

ETFs
421
+ 29.05%
$182.87 - $189.72 $77K - $79.9K
1.87K $357M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.71K
+ 9.56%
$50.59 - $50.93 $86.5K - $87.1K
19.6K $994M
AVUS
American Centy ETF Tr Avantis

ETFs
119
+ 0.57%
$105.96 - $111.17 $12.6K - $13.2K
20.8K $2.33B
IWS
Ishares Russell Midcap Value E

ETFs
380
+ 75.7%
$135.66 - $140.93 $51.6K - $53.6K
882 $124M
IWN
Ishares Russell2000 Val ETF

ETFs
270
+ 225.0%
$172.34 - $181.51 $46.5K - $49K
390 $70.7M
AVGE
American Centy ETF Tr Avantis
471
+ 62.97%
N/A
1.22K $105M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
777
+ 7.99%
$37.7 - $39.08 $29.3K - $30.4K
10.5K $410M
Manager Directed Portfolios
3.94K
+ 11.1%
N/A
39.4K $410M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.61K
+ 3.27%
$23.38 - $23.82 $37.7K - $38.4K
50.9K $1.19B
EFA
Ishares Tr Msci Eafe ETF

ETFs
25
+ 0.26%
$92.24 - $96.56 $2.31K - $2.41K
9.74K $935M
WDC
Western Digital Corp

Technology
2
+ 0.5%
$113.13 - $174.22 $226 - $348
401 $69.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
164
+ 0.94%
$42.19 - $45.31 $6.92K - $7.43K
17.6K $778M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
732
+ 3.87%
$25.18 - $25.37 $18.4K - $18.6K
19.7K $496M
VO
Vanguard Mid Cap ETF

ETFs
55
+ 1375.0%
$286.27 - $296.23 $15.7K - $16.3K
59 $17.1M
ACN
Accenture PLC

Technology
53
+ 96.36%
$234.02 - $253.35 $12.4K - $13.4K
108 $29M
ELV
Elevance Health, Inc.

Healthcare
38
+ 152.0%
$303.78 - $362.34 $11.5K - $13.8K
63 $22.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.77%
$600.51 - $631.95 $5.4K - $5.69K
518 $325M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
419
+ 0.8%
$53.68 - $54.54 $22.5K - $22.9K
52.7K $2.84B
UNH
Unitedhealth Group Inc

Healthcare
45
+ 20.55%
$320.52 - $369.92 $14.4K - $16.6K
264 $87.2M
CNC
Centene Corp

Healthcare
255
+ 140.88%
$33.15 - $38.7 $8.45K - $9.87K
436 $17.9M
SPSC
Sps Commerce Inc

Technology
110
+ 846.15%
$80.48 - $113.04 $8.85K - $12.4K
123 $11M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
281
+ 1.07%
$47.92 - $48.5 $13.5K - $13.6K
26.6K $1.28B
ITGR
Integer Holdings Corp

Healthcare
108
+ 568.42%
$63.32 - $109.11 $6.84K - $11.8K
127 $9.96M
ROP
Roper Technologies Inc

Industrials
18
+ 300.0%
$443.27 - $520.0 $7.98K - $9.36K
24 $10.7M
HRL
Hormel Foods Corp

Consumer Defensive
317
+ 1219.23%
$21.29 - $24.8 $6.75K - $7.86K
343 $8.13M
DOW
Dow Inc.

Basic Materials
305
+ 39.82%
$20.65 - $25.73 $6.3K - $7.85K
1.07K $25M
Coherent Corp
5
+ 6.02%
N/A
88 $16.2M
BRO
Brown & Brown, Inc.

Financial Services
106
+ 124.71%
$76.42 - $95.96 $8.1K - $10.2K
191 $15.2M
GM
General Motors CO

Consumer Cyclical
24
+ 9.45%
$55.35 - $71.89 $1.33K - $1.73K
278 $22.6M
BAX
Baxter International Inc

Healthcare
368
+ 1226.67%
$17.75 - $23.86 $6.53K - $8.78K
398 $7.61M
Activity Summary
Buys All Purchases 250 New Holdings 83 Increased Positions 167 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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