Private Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Private Wealth Group, LLC held in its portfolio 51 assets valued at $208,456,187 (i.e. $208.46M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($132.12M), ISHARES TR ($14.43M), and FIRST TR EXCHANGE TRADED FD ($9.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Private Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 2264280 | 132117319 | STATE STREET SPD |
| ISHARES TR | 143709 | 14425509 | 0-3 MNTH TREASRY |
| FIRST TR EXCHANGE TRADED FD | 94282 | 9130220 | NASD TECH DIV |
| INVESCO EXCHANGE TRADED FD T | 45360 | 8689209 | S&P500 EQL WGT |
| BERKSHIRE HATHAWAY INC DEL | 14578 | 7327505 | CL B NEW |
| SPDR S&P 500 ETF TR | 4994 | 3405508 | TR UNIT |
| INVESCO QQQ TR | 5328 | 3273044 | UNIT SER 1 |
| VANGUARD INDEX FDS | 3758 | 2356755 | S&P 500 ETF SHS |
| SELECT SECTOR SPDR TR | 28230 | 2192906 | STATE STREET CON |
| SPDR INDEX SHS FDS | 47908 | 2127594 | PORTFOLIO DEVLPD |
| ISHARES TR | 13886 | 1386934 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 27770 | 1185501 | STATE STREET UTI |
| APPLE INC | 4196 | 1140632 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1887 | 1138389 | UTSER1 S&PDCRP |
| ISHARES TR | 22395 | 1135427 | 0-5YR INVT GR CP |
| ISHARES TR | 17095 | 1128270 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 7354 | 1038091 | MEGA CAP VAL ETF |
| ALPHABET INC | 3192 | 1001518 | CAP STK CL C |
| VANGUARD WORLD FD | 2418 | 998078 | MEGA GRWTH IND |
| ISHARES TR | 10262 | 985460 | MSCI EAFE ETF |
| 3M CO | 5219 | 835562 | COM |
| VANGUARD INDEX FDS | 2778 | 806231 | MID CAP ETF |
| ISHARES TR | 3091 | 760881 | RUSSELL 2000 ETF |
| VANGUARD BD INDEX FDS | 9597 | 747414 | INTERMED TERM |
| SPDR INDEX SHS FDS | 14183 | 663906 | PORTFOLIO EMG MK |
| HEICO CORP NEW | 2333 | 588919 | CL A |
| VANGUARD TAX-MANAGED FDS | 9356 | 584469 | VAN FTSE DEV MKT |
| ISHARES TR | 749 | 513020 | CORE S&P500 ETF |
| MICROSOFT CORP | 1010 | 488572 | COM |
| WELLS FARGO CO NEW | 4514 | 420742 | COM |
| INVESCO EXCHANGE TRADED FD T | 14118 | 409775 | S&P500 EQL STP |
| VANGUARD SPECIALIZED FUNDS | 1709 | 375604 | DIV APP ETF |
| ABBVIE INC | 1548 | 353803 | COM |
| VISTRA CORP | 2007 | 323762 | COM |
| SELECT SECTOR SPDR TR | 7187 | 321331 | STATE STREET ENE |
| PHILIP MORRIS INTL INC | 1905 | 305532 | COM |
| ISHARES TR | 2598 | 278272 | NATIONAL MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 5449 | 277572 | ULTRA SHT MUNCPL |
| PIMCO ETF TR | 5292 | 277354 | INTER MUN BD ACT |
| PIMCO ETF TR | 5497 | 277214 | SHTRM MUN BD ACT |
| ALPHABET INC | 876 | 274170 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 1890 | 272103 | STATE STREET TEC |
| ISHARES TR | 4960 | 271362 | MSCI EMG MKT ETF |
| GE AEROSPACE | 878 | 270450 | COM NEW |
| DBX ETF TR | 7739 | 239832 | XTRACK MSCI EAFE |
| VANGUARD INTL EQUITY INDEX F | 4419 | 237565 | FTSE EMR MKT ETF |
| KINDER MORGAN INC DEL | 8123 | 223301 | COM |
| PROSHARES TR | 3792 | 219633 | PSHS ULT S&P 500 |
| CALAMOS STRATEGIC TOTAL RETU | 11404 | 218957 | COM SH BEN INT |
| VANGUARD WORLD FD | 289 | 217842 | INF TECH ETF |
| MARRIOTT INTL INC NEW | 700 | 217168 | CL A |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.