Private Wealth Group, LLC
CIK: 1512780SEC EDGAR →
Portfolio Value
$156.3B
Holdings
72
As of
Q3 2026
New Positions
3
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 817,556 | $73.4B | 46.94% |
| 2 | SPDR SERIES TRUST | 585,367 | $16.8B | 10.74% |
| 3 | SPDR SERIES TRUST | 241,507 | $14.8B | 9.44% |
| 4 | SPDR SERIES TRUST | 188,740 | $10.0B | 6.38% |
| 5 | SPDR SERIES TRUST | 149,645 | $9.4B | 6.03% |
| 6 | SPDR SERIES TRUST | 93,399 | $8.6B | 5.50% |
| 7 | SPDR INDEX SHS FDS | 55,777 | $2.8B | 1.79% |
| 8 | SELECT SECTOR SPDR TR | 27,866 | $2.2B | 1.44% |
| 9 | SPDR SERIES TRUST | 57,198 | $1.7B | 1.08% |
| 10 | SPDR SERIES TRUST | 62,448 | $1.5B | 0.97% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $153.7B | 98.3% |
| Unknown | 4 | $2.3B | 1.4% |
| Energy | 1 | $245.1M | 0.2% |
| Consumer Defensive | 1 | $90.5M | 0.1% |
| Technology | 3 | $2.2M | 0.0% |
| Industrials | 5 | $1.8M | 0.0% |
| Communication Services | 2 | $1.2M | 0.0% |
| Healthcare | 3 | $1.1M | 0.0% |
| Consumer Cyclical | 1 | $250K | 0.0% |