Private Wealth Management Group, LLC Portfolio Holdings

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

Private Wealth Management Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $301 Billion distributed in 1503 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $33.2B, Vanguard Intermediate Term Tre with a value of $20.4B, Dimensional ETF Tr Dimensional with a value of $18.6B, Dimensional ETF Tr with a value of $17.8B, and Dimensional ETF Tr Emerging Mk with a value of $15.3B.

Examining the 13F form we can see an increase of $30B in the current position value, from $271B to 301B.

Private Wealth Management Group, LLC is based out at Princeton, NJ

Below you can find more details about Private Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $240 Billion
Technology: $21.4 Billion
Healthcare: $5.96 Billion
Financial Services: $4.62 Billion
Consumer Cyclical: $2.97 Billion
Industrials: $2.72 Billion
Communication Services: $2.29 Billion
Consumer Defensive: $1.53 Billion
Other: $2.89 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.2 Billion 11.02% of portfolio
925,272
Q2 2025 Added 0.14%
$0
$20.4 Billion 6.77% of portfolio
340,837
Q2 2025 Added 2.72%
$0
$18.6 Billion 6.18% of portfolio
598,627
Q2 2025 Reduced 1.28%
$0
$17.8 Billion 5.91% of portfolio
420,275
Q2 2025 Added 30.24%
$0
$15.3 Billion 5.07% of portfolio
514,321
Q2 2025 Added 4.54%
Dimensional ETF Trust
-
$13.7 Billion 4.56% of portfolio
-
Q2 2025 Added 2.71%
$0
$12.5 Billion 4.16% of portfolio
186,676
Q2 2025 Reduced 9.03%
$0
$11.9 Billion 3.96% of portfolio
404,590
Q2 2025 Added 1.84%
$0
$10.8 Billion 3.59% of portfolio
136,407
Q2 2025 Added 4.68%
$0
$10.5 Billion 3.49% of portfolio
132,360
Q2 2025 Reduced 0.98%
$0
$9.78 Billion 3.25% of portfolio
282,811
Q2 2025 Added 18.88%
$0
$9.64 Billion 3.2% of portfolio
292,972
Q2 2025 Reduced 6.37%
$0
$9.59 Billion 3.19% of portfolio
105,308
Q2 2025 Added 0.06%
$0
$8.04 Billion 2.67% of portfolio
76,960
Q2 2025 Reduced 14.94%
$367B
$7.59 Billion 2.52% of portfolio
55,705
Q2 2025 Reduced 6.28%
$3.69T
$7.33 Billion 2.43% of portfolio
35,709
Q2 2025 Reduced 1.22%
$0
$4.09 Billion 1.36% of portfolio
75,709
Q2 2025 Reduced 3.17%
$0
$3.7 Billion 1.23% of portfolio
74,579
Q2 2025 Added 348.03%
$452B
$3.69 Billion 1.23% of portfolio
24,157
Q2 2025 Added 53.74%
$0
$3.5 Billion 1.16% of portfolio
69,644
Q2 2025 Added 2.14%
$0
$2.65 Billion 0.88% of portfolio
49,792
Q2 2025 Added 22.74%
$0
$2.48 Billion 0.82% of portfolio
43,524
Q2 2025 Reduced 0.9%
$0
$2.05 Billion 0.68% of portfolio
29,865
Q2 2025 Reduced 0.86%
$0
$2.05 Billion 0.68% of portfolio
20,307
Q2 2025 Added 1,190.97%
$3.95T
$1.93 Billion 0.64% of portfolio
3,887
Q2 2025 Added 1.12%
$0
$1.9 Billion 0.63% of portfolio
25,732
Q2 2025 Added 9.0%
$0
$1.61 Billion 0.54% of portfolio
18,079
Q2 2025 Reduced 1.76%
$0
$1.46 Billion 0.48% of portfolio
4,788
Q2 2025 Added 0.06%
$0
$1.34 Billion 0.44% of portfolio
6,839
Q1 2025 Reduced 5.53%
Princeton Bancorp Inc
-
$1.29 Billion 0.43% of portfolio
-
Q2 2025 Reduced 7.31%
$621B
$1.23 Billion 0.41% of portfolio
2,537
Q2 2025 Added 0.16%
$0
$1.19 Billion 0.4% of portfolio
24,969
Q2 2025 Reduced 0.99%
$456B
$1.12 Billion 0.37% of portfolio
7,100
Q2 2025 Reduced 0.6%
$0
$1.08 Billion 0.36% of portfolio
9,764
Q1 2025 Reduced 4.87%
$0
$1.07 Billion 0.36% of portfolio
25,631
Q2 2025 Reduced 1.81%
$0
$1.07 Billion 0.35% of portfolio
45,938
Q2 2025 Reduced 1.38%
$0
$1.06 Billion 0.35% of portfolio
14,330
Q2 2025 Reduced 2.02%
$0
$1.02 Billion 0.34% of portfolio
12,830
Q2 2025 Reduced 4.0%
$0
$903 Million 0.3% of portfolio
8,775
Q2 2025 Reduced 0.09%
$0
$908 Million 0.3% of portfolio
14,635
Q1 2024 Added 400.0%
$0
$868 Million 0.29% of portfolio
9,715
Q2 2025 Reduced 0.51%
$0
$842 Million 0.28% of portfolio
16,648
Q2 2025 Added 4.1%
$0
$702 Million 0.23% of portfolio
17,915
Q2 2025 Reduced 1.5%
$0
$640 Million 0.21% of portfolio
12,950
Q2 2025 Reduced 1.6%
$2.26T
$610 Million 0.2% of portfolio
2,780
Q2 2025 Reduced 0.14%
$0
$584 Million 0.19% of portfolio
6,213
Q2 2025 Reduced 1.65%
$368B
$573 Million 0.19% of portfolio
3,596
Q2 2025 Reduced 2.07%
$127B
$512 Million 0.17% of portfolio
1,858
Q2 2025 Added 0.05%
$859B
$511 Million 0.17% of portfolio
1,764
Q2 2025 Added 1.91%

Summary

  • Portfolio
  • No. of Stocks 1,503
  • Current Value $301 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 146 stocks
  • Additional Purchases 307 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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