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.

Portfolio value $374 Billion
ETFs: $278 Billion
Technology: $24.8 Billion
Financial Services: $4.91 Billion
Healthcare: $4.81 Billion
Consumer Cyclical: $3.1 Billion
Industrials: $2.8 Billion
Communication Services: $2.61 Billion
Consumer Defensive: $1.35 Billion
Other: $2.96 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37 Billion 9.88% of portfolio
934,536
Q4 2025 Added 0.62%
$0
$26.9 Billion 7.17% of portfolio
573,877
Q4 2025 Added 10.0%
$0
$22.8 Billion 6.09% of portfolio
380,741
Q4 2025 Added 6.27%
$0
$20.5 Billion 5.49% of portfolio
596,277
Q4 2025 Reduced 0.4%
$0
$18.5 Billion 4.95% of portfolio
560,588
Q4 2025 Added 3.42%
$0
$15.3 Billion 4.1% of portfolio
402,622
Q4 2025 Added 17.68%
$0
$13.7 Billion 3.65% of portfolio
184,471
Q4 2025 Reduced 0.38%
$0
$13.5 Billion 3.61% of portfolio
143,700
Q4 2025 Reduced 0.95%
$0
$12.2 Billion 3.26% of portfolio
370,835
Q4 2025 Reduced 5.72%
$0
$11.7 Billion 3.13% of portfolio
114,775
Q4 2025 Added 2.83%
$0
$10.4 Billion 2.78% of portfolio
122,998
Q4 2025 Reduced 4.7%
$0
$9.51 Billion 2.54% of portfolio
250,187
Q4 2025 Reduced 9.23%
$0
$7.56 Billion 2.02% of portfolio
70,560
Q4 2025 Reduced 1.31%
$0
$5.06 Billion 1.35% of portfolio
47,385
Q4 2025 Added 1.87%
$0
$4.72 Billion 1.26% of portfolio
93,416
Q4 2025 Added 7.03%
$0
$4.32 Billion 1.15% of portfolio
72,618
Q4 2025 Reduced 4.08%
$0
$2.84 Billion 0.76% of portfolio
52,737
Q4 2025 Added 0.8%
$0
$2.47 Billion 0.66% of portfolio
39,610
Q4 2025 Reduced 4.77%
$0
$2.33 Billion 0.62% of portfolio
20,826
Q4 2025 Added 0.57%
$0
$2.12 Billion 0.57% of portfolio
25,732
Q2 2025 Added 9.0%
$0
$2.07 Billion 0.55% of portfolio
26,880
Q4 2025 Reduced 4.02%
$0
$2.06 Billion 0.55% of portfolio
6,143
Q4 2025 Added 29.16%
$0
$1.79 Billion 0.48% of portfolio
18,848
Q4 2025 Added 4.05%
$0
$1.52 Billion 0.41% of portfolio
7,164
Q4 2025 Added 4.75%
$0
$1.3 Billion 0.35% of portfolio
10,548
Q4 2025 Added 8.03%
$0
$1.28 Billion 0.34% of portfolio
26,648
Q4 2025 Added 1.07%
$0
$1.27 Billion 0.34% of portfolio
28,281
Q4 2025 Added 7.5%
$0
$1.19 Billion 0.32% of portfolio
50,856
Q4 2025 Added 3.27%
$0
$1.03 Billion 0.28% of portfolio
11,337
Q4 2025 Reduced 8.36%
$0
$1.04 Billion 0.28% of portfolio
14,095
Q4 2025 Reduced 1.64%
$0
$994 Million 0.27% of portfolio
19,601
Q4 2025 Added 9.56%
$0
$966 Million 0.26% of portfolio
14,635
Q1 2024 Added 400.0%
$0
$935 Million 0.25% of portfolio
9,740
Q4 2025 Added 0.26%
$0
$904 Million 0.24% of portfolio
8,832
Q4 2025 Added 0.28%
$0
$778 Million 0.21% of portfolio
17,613
Q4 2025 Added 0.94%
$0
$669 Million 0.18% of portfolio
12,451
Q4 2025 Reduced 3.85%
$0
$601 Million 0.16% of portfolio
6,142
Q4 2025 Reduced 0.97%
$0
$587 Million 0.16% of portfolio
861
Q4 2025 Added 238.98%
$0
$496 Million 0.13% of portfolio
19,655
Q4 2025 Added 3.87%
$0
$484 Million 0.13% of portfolio
1,022
Q4 2025 Added 75.6%
$0
$493 Million 0.13% of portfolio
10,907
Q4 2023 New
$0
$462 Million 0.12% of portfolio
10,152
Q4 2025 Reduced 13.26%
$0
$403 Million 0.11% of portfolio
3,353
Q3 2025 Reduced 0.3%
$0
$410 Million 0.11% of portfolio
10,496
Q4 2025 Added 7.99%
$0
$358 Million 0.1% of portfolio
14,367
Q4 2025 Reduced 6.21%
$0
$392 Million 0.1% of portfolio
8,112
Q2 2025 Reduced 10.67%
$0
$357 Million 0.1% of portfolio
1,870
Q4 2025 Added 29.05%
$0
$321 Million 0.09% of portfolio
522
Q2 2025 Added 7.85%
$0
$325 Million 0.09% of portfolio
518
Q4 2025 Added 1.77%

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
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