Private Wealth Group, LLC
CIK: 0001512780SEC EDGAR →
Portfolio Value
$208.5B
Holdings
67
As of
Q4 2025
New Positions
67
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 743,023 | $59.6B | 28.59% |
| 2 | ISHARES TR | 143,709 | $14.4B | 6.92% |
| 3 | SPDR SERIES TRUST | 404,542 | $11.8B | 5.68% |
| 4 | SPDR SERIES TRUST | 198,515 | $11.3B | 5.41% |
| 5 | FIRST TR EXCHANGE TRADED FD | 94,282 | $9.1B | 4.38% |
| 6 | INVESCO EXCHANGE TRADED FD T | 45,360 | $8.7B | 4.17% |
| 7 | SPDR SERIES TRUST | 126,564 | $7.3B | 3.52% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 14,578 | $7.3B | 3.51% |
| 9 | SPDR SERIES TRUST | 150,035 | $7.0B | 3.37% |
| 10 | SPDR SERIES TRUST | 50,071 | $7.0B | 3.34% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (67)
$59.6B · 743K shares
$14.4B · 144K shares
$11.8B · 405K shares
$11.3B · 199K shares
$9.1B · 94K shares
$8.7B · 45K shares
$7.3B · 127K shares
$7.3B · 15K shares
$7.0B · 150K shares
$7.0B · 50K shares
$6.7B · 82K shares
$4.7B · 44K shares
$3.5B · 121K shares
$3.4B · 5K shares
$3.3B · 5K shares
$3.0B · 11K shares
$2.9B · 111K shares
$2.4B · 4K shares
$2.2B · 28K shares
$2.1B · 48K shares
$2.1B · 80K shares
$1.6B · 18K shares
$1.5B · 50K shares
$1.4B · 14K shares
$1.3B · 49K shares
$1.2B · 28K shares
$1.1B · 4K shares
$1.1B · 2K shares
$1.1B · 22K shares
$1.1B · 17K shares
$1.0B · 7K shares
$1.0B · 3K shares
$998.0M · 2K shares
$985.0M · 10K shares
$835.0M · 5K shares
$806.0M · 3K shares
$760.0M · 3K shares
$747.0M · 10K shares
$663.0M · 14K shares
$588.0M · 2K shares
$584.0M · 9K shares
$513.0M · 749 shares
$488.0M · 1K shares
$420.0M · 5K shares
$409.0M · 14K shares
$375.0M · 2K shares
$353.0M · 2K shares
$353.0M · 10K shares
$337.0M · 14K shares
$323.0M · 2K shares
$321.0M · 7K shares
$305.0M · 2K shares
$278.0M · 3K shares
$277.0M · 5K shares
$277.0M · 5K shares
$277.0M · 5K shares
$274.0M · 876 shares
$272.0M · 2K shares
$271.0M · 5K shares
$270.0M · 878 shares
$239.0M · 8K shares
$237.0M · 4K shares
$223.0M · 8K shares
$219.0M · 4K shares
$218.0M · 11K shares
$217.0M · 289 shares
$217.0M · 700 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $189.6B | 91.0% |
| Unknown | 4 | $13.1B | 6.3% |
| Industrials | 3 | $1.7B | 0.8% |
| Technology | 2 | $1.6B | 0.8% |
| Communication Services | 2 | $1.3B | 0.6% |
| Healthcare | 1 | $353.0M | 0.2% |
| Utilities | 1 | $323.0M | 0.2% |
| Energy | 1 | $223.0M | 0.1% |
| Consumer Cyclical | 1 | $217.0M | 0.1% |