Private Wealth Management Group, LLC Portfolio Holdings
Private Wealth Management Group, LLC
- $374 Billion
- Q4 2025
Private Wealth Management Group, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $374 Billion distributed in 1482 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 $37B, Dimensional ETF Trust with a value of $30.8B, Dimensional ETF Tr with a value of $26.9B, Vanguard Intermediate Term Tre with a value of $22.8B, and Dimensional ETF Tr Dimensional with a value of $20.5B.
Examining the 13F form we can see an increase of $11.1B in the current position value, from $363B to 374B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,482
- Current Value $374 Billion
- Prior Value $363 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 83 stocks
- Additional Purchases 167 stocks
- Sold out of 0 stocks
- Reduced holdings in 334 stocks