Private Wealth Group, LLC Portfolio Holdings

Private Wealth Group, LLC

  • $197 Million
  • Q3 2025

Private Wealth Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $197 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $57.2M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.5M, Spdr Portfolio Short Term Trea with a value of $10.5M, Spdr Portfolio S&P 500 Value E with a value of $10.5M, and First Trust Nasdaq Technology with a value of $9.19M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $185M to 197M.

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

Portfolio value $197 Million
ETFs: $185 Million
Financial Services: $7.92 Million
Technology: $1.36 Million
Industrials: $1.29 Million
Communication Services: $789,000
Healthcare: $546,000
Utilities: $391,000
Consumer Defensive: $300,000
Other: $283,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $197 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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