Private Wealth Group, LLC
CIK: 1512780SEC EDGAR →
Portfolio Value
$161.5B
Holdings
76
As of
Q2 2026
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 790,173 | $69.4B | 42.99% |
| 2 | SPDR SERIES TRUST | 549,817 | $16.0B | 9.87% |
| 3 | SPDR SERIES TRUST | 221,416 | $13.5B | 8.33% |
| 4 | SPDR SERIES TRUST | 183,563 | $10.6B | 6.55% |
| 5 | SPDR SERIES TRUST | 145,167 | $9.8B | 6.07% |
| 6 | SPDR SERIES TRUST | 83,185 | $7.6B | 4.68% |
| 7 | SPDR SERIES TRUST | 138,874 | $3.9B | 2.44% |
| 8 | SPDR SERIES TRUST | 144,268 | $3.8B | 2.34% |
| 9 | SPDR INDEX SHS FDS | 52,122 | $2.6B | 1.63% |
| 10 | SPDR SERIES TRUST | 95,287 | $2.4B | 1.51% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $158.7B | 98.3% |
| Unknown | 4 | $2.3B | 1.4% |
| Energy | 1 | $259.9M | 0.2% |
| Real Estate | 1 | $209.1M | 0.1% |
| Industrials | 4 | $2.2M | 0.0% |
| Technology | 3 | $1.8M | 0.0% |
| Communication Services | 2 | $1.5M | 0.0% |
| Healthcare | 2 | $1.4M | 0.0% |
| Utilities | 2 | $702K | 0.0% |
| Consumer Cyclical | 1 | $260K | 0.0% |