Private Wealth Management Group, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Billion distributed in 1496 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 $35.8B, Dimensional ETF Trust with a value of $29.3B, Dimensional ETF Tr with a value of $23.9B, Vanguard Intermediate Term Tre with a value of $21.5B, and Dimensional ETF Tr Dimensional with a value of $19.6B.
Examining the 13F form we can see an increase of $62.3B in the current position value, from $301B to 363B.
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
$363 Billion
ETFs: $265 Billion
Technology: $26.2 Billion
Healthcare: $6.84 Billion
Financial Services: $4.94 Billion
Consumer Cyclical: $3.22 Billion
Industrials: $2.91 Billion
Communication Services: $2.57 Billion
Consumer Defensive: $1.5 Billion
Other: $3.16 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
