Private Wealth Group, LLC
CIK: 1512780SEC EDGAR →
Portfolio Value
$148.6B
Holdings
71
As of
Q1 2026
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 762,635 | $58.4B | 39.27% |
| 2 | SPDR SERIES TRUST | 431,056 | $12.6B | 8.46% |
| 3 | SPDR SERIES TRUST | 205,574 | $11.6B | 7.83% |
| 4 | FIRST TR EXCHANGE TRADED FD | 98,281 | $9.2B | 6.19% |
| 5 | PDR SERIES TRUST | 128,108 | $7.6B | 5.10% |
| 6 | SPDR SERIES TRUST | 152,063 | $7.3B | 4.94% |
| 7 | SPDR SERIES TRUST | 87,634 | $6.9B | 4.66% |
| 8 | SPDR SERIES TRUST | 45,569 | $4.5B | 3.00% |
| 9 | SPDR SERIES TRUST | 133,266 | $3.8B | 2.57% |
| 10 | SPDR SERIES TRUST | 121,837 | $3.2B | 2.16% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $146.1B | 98.3% |
| Unknown | 4 | $2.3B | 1.5% |
| Energy | 1 | $272.4M | 0.2% |
| Industrials | 4 | $1.7M | 0.0% |
| Technology | 2 | $1.4M | 0.0% |
| Communication Services | 2 | $1.2M | 0.0% |
| Consumer Cyclical | 2 | $449K | 0.0% |
| Healthcare | 1 | $337K | 0.0% |
| Utilities | 1 | $301K | 0.0% |