Private Wealth Management Group, LLC Incresed Positions in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
101K
+ 24.14%
$42.42 - $45.96 $4.3M - $4.66M
522K $23.9B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.49K
+ 0.38%
$36.04 - $38.78 $126K - $135K
929K $35.8B
DFAI
Dimensional ETF Tr

ETFs
59.3K
+ 20.97%
$34.05 - $36.55 $2.02M - $2.17M
342K $12.4B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
27.7K
+ 5.39%
$29.55 - $32.52 $820K - $902K
542K $17.4B
AVDV
American Centy ETF Tr Avantis

ETFs
8.67K
+ 6.35%
$79.24 - $89.03 $687K - $772K
145K $12.9B
AVUV
American Centy ETF Tr Avantis

ETFs
6.31K
+ 5.99%
$90.37 - $102.12 $570K - $644K
112K $11.1B
Dimensional ETF Trust
35K
+ 6.86%
N/A
546K $14.9B
VGIT
Vanguard Intermediate Term Tre

ETFs
17.4K
+ 5.11%
$58.97 - $60.36 $1.03M - $1.05M
358K $21.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
56
+ 0.01%
$30.76 - $33.01 $1.72K - $1.85K
599K $19.6B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.7K
+ 17.03%
$49.09 - $50.58 $623K - $642K
87.3K $4.4B
AVUS
American Centy ETF Tr Avantis

ETFs
400
+ 1.97%
$101.2 - $109.16 $40.5K - $43.7K
20.7K $2.25B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.53K
+ 5.07%
$52.55 - $54.37 $133K - $137K
52.3K $2.83B
GOOGL
Alphabet Inc.

Communication Services
14
+ 0.55%
$174.36 - $254.72 $2.44K - $3.57K
2.54K $618M
VGT
Vanguard Information Technolog

ETFs
200
+ 434.78%
$656.44 - $753.15 $131K - $151K
246 $183M
IWF
Ishares Russell 1000 Gr ETF

ETFs
195
+ 50.39%
$420.11 - $472.68 $81.9K - $92.2K
582 $273M
AVGO
Broadcom Inc.

Technology
6
+ 0.32%
$264.74 - $369.57 $1.59K - $2.22K
1.86K $615M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.31K
+ 7.2%
$22.89 - $23.7 $75.7K - $78.4K
49.2K $1.16B
MSFT
Microsoft Corp

Technology
12
+ 0.31%
$491.09 - $535.64 $5.89K - $6.43K
3.9K $2.02B
VUG
Vanguard Growth ETF

ETFs
132
+ 25.19%
$433.97 - $484.08 $57.3K - $63.9K
656 $315M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.4K
+ 5.6%
$47.21 - $48.3 $66K - $67.5K
26.4K $1.27B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
676
+ 2.64%
$41.5 - $43.83 $28.1K - $29.6K
26.3K $1.15B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
36
+ 0.2%
$87.05 - $93.19 $3.13K - $3.35K
18.1K $1.68B
Dimensional ETF Trust
1.19K
+ 134.04%
N/A
2.08K $116M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.24K
+ 7.47%
$50.29 - $50.86 $62.5K - $63.2K
17.9K $909M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
428
+ 143.62%
$121.46 - $130.92 $52K - $56K
726 $94.6M
SUB
Ishares Short Term National Mu

ETFs
322
+ 0.7%
$106.17 - $107.3 $34.2K - $34.6K
46.5K $4.97B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
541
+ 0.78%
$49.78 - $50.75 $26.9K - $27.5K
70.2K $3.55B
BX
Blackstone Inc.

Financial Services
291
+ 1616.67%
$152.77 - $188.68 $44.5K - $54.9K
309 $52.8M
RING
Ishares Inc Msci Global Gold M

ETFs
565
+ 97.41%
$42.96 - $64.71 $24.3K - $36.6K
1.15K $74.1M
GS
Goldman Sachs Group Inc

Financial Services
30
+ 11.49%
$696.56 - $806.32 $20.9K - $24.2K
291 $232M
ORCL
Oracle Corp

Technology
6
+ 1.07%
$218.96 - $328.33 $1.31K - $1.97K
568 $160M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
228
+ 2.4%
$35.99 - $38.74 $8.21K - $8.83K
9.72K $376M
FNDX
Schwab Fundamental U S Large C

ETFs
1.18K
+ 76.49%
$24.38 - $26.34 $28.8K - $31.1K
2.73K $71.7M
GLW
Corning Inc

Technology
175
+ 26.64%
$51.6 - $82.03 $9.03K - $14.4K
832 $68.2M
IAU
Ishares Gold Trust

ETFs
395
+ 91.86%
$61.62 - $72.77 $24.3K - $28.7K
825 $60M
CVX
Chevron Corp

Energy
179
+ 49.58%
$145.57 - $161.83 $26.1K - $29K
540 $83.9M
PHM
Pultegroup Inc

Consumer Cyclical
200
+ 281.69%
$108.0 - $141.42 $21.6K - $28.3K
271 $35.8M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
995
+ 5.55%
$25.0 - $25.33 $24.9K - $25.2K
18.9K $479M
IGM
Ishares Expanded Tech Sector E

ETFs
141
+ 27.59%
$110.96 - $127.67 $15.6K - $18K
652 $82.1M
TT
Trane Technologies PLC

Industrials
58
+ 105.45%
$398.96 - $472.54 $23.1K - $27.4K
113 $47.7M
PCAR
Paccar Inc

Industrials
211
+ 293.06%
$92.91 - $102.86 $19.6K - $21.7K
283 $27.8M
IWS
Ishares Russell Midcap Value E

ETFs
102
+ 25.5%
$132.83 - $140.61 $13.5K - $14.3K
502 $70.1M
Ishares Bitcoin Trust ETF
104
+ 3.94%
N/A
2.75K $178M
INTC
Intel Corp

Technology
37
+ 2.69%
$19.31 - $35.5 $714 - $1.31K
1.42K $47.5M
KMI
Kinder Morgan, Inc.

Energy
595
+ 94.9%
$26.23 - $28.5 $15.6K - $17K
1.22K $34.6M
Manager Directed Portfolios
884
+ 2.55%
N/A
35.5K $378M
MRK
Merck & Co., Inc.

Healthcare
26
+ 1.02%
$77.6 - $87.37 $2.02K - $2.27K
2.56K $215M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 17.73%
$915.95 - $994.57 $22.9K - $24.9K
166 $153M
HUM
Humana Inc

Healthcare
48
+ 47.52%
$220.41 - $312.0 $10.6K - $15K
149 $38.8M
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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