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CIK: 0001567755
Total reported value
$21.8B
$21.8B
2551 檔
9.9%
During the Q4 2025 filing period, Private Advisor Group, LLC (CIK: 0001567755) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $21.8B across 2551 reported positions.
In Q4 2025, Private Advisor Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2551 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.85% | -0.14% | -1.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.88% | +0.15% | +0.27% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.32% | -0.91% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.61% | +9.77% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | +0.19% | -1.76% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | +0.40% | -3.86% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.07% | +1.50% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.24% | -0.06% | +12.46% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -1.15% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.13% | -2.08% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.42% | +5.22% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.08% | +0.53% | +8.89% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.07% | -0.41% | +4.95% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | -0.30% | +8.76% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.10% | -6.92% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 0.85% | +0.36% | +6.96% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | +0.08% | +107.08% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.05% | -4.50% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | +0.12% | -1.71% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.72% | +0.57% | +11.85% | |
| 21 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.67% | +0.05% | +32.26% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.07% | +0.07% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.09% | -0.27% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.05% | +0.03% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.10% | -1.41% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.06% | -5.89% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.04% | +2.21% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.22% | -2.13% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | +0.04% | +2.75% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.01% | +11.81% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.03% | +1.62% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.51% | +0.09% | +7.45% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.47% | -0.19% | -17.56% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.08% | -6.17% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | -0.12% | +3.24% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.37% | EXIT | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.42% | -0.01% | -3.56% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-Other | 0.41% | +0.05% | +3.04% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.22% | +0.75% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | -0.06% | +2.08% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.06% | -1.21% | |
| 42 | CGUS | Cap Group Core Equity | ETF-Other | 0.38% | +0.10% | +47.00% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | -0.12% | -13.81% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.37% | -0.30% | EXIT | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.37% | -0.01% | -14.93% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | -0.01% | +64.13% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.04% | +2.00% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | -0.25% | +21.85% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.18% | -0.07% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | +0.01% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +0.1% | +32.26% | Add |
| 2 | HEQT | Simplify Hedged Equity ETF | +0.1% | +466.76% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.1% | +0.07% | Add |
| 4 | LLY | Eli Lilly & Co | +0.1% | +5.54% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +9.77% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.27% | Trim |
| 7 | CGUS | Cap Group Core Equity | +0.1% | +47.00% | Add |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +12.46% | Add |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +47.11% | Add |
| 10 | HGER | Harbor Commodity All Weather | +0.1% | +122.04% | Add |
| 11 | BIV | Vanguard Intermediate-term B | +0.1% | +50.11% | Add |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +8.89% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +11.85% | Add |
| 14 | QGRW | Wisdomtree US Quality Growth | +0.1% | +28.08% | Add |
| 15 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +89.79% | Add |
| 16 | VTV | Vanguard Value ETF | +0.1% | +8.76% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +21.85% | Add |
| 18 | XLV | Ss Health Care Select Sector | +0.1% | +30.51% | Add |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +64.13% | Add |
| 20 | JSI | Jh Securitized Income ETF | +0.1% | +595.78% | Add |
| 21 | SLV | Ishares Silver Trust | +0.1% | +5.47% | Add |
| 22 | LMBS | First Trust Low Duration Opp | +0.1% | +90.33% | Add |
| 23 | JIVE | JPM Interntl Value ETF | +0.1% | +1466.14% | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | +0.1% | +21.28% | Add |
| 25 | VFLO | Victoryshares Free Cash Flow | +0.1% | +51.76% | Add |
| 26 | CGXU | Cap Group Intl Focus | +0.1% | +37.61% | Add |
| 27 | CIFR | Cipher Digital Inc | +0.1% | +25.68% | Add |
| 28 | IDMO | Invesco S&p International De | +0.1% | +207.00% | Add |
| 29 | RDVY | First Trust Rising Dividend | 0% | +6.96% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +23.95% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | +6.94% | Add |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +5.22% | Add |
| 33 | VUG | Vanguard Growth ETF | 0% | +4.95% | Add |
| 34 | AAPL | Apple Inc | 0% | -1.57% | Trim |
| 35 | DFAC | Dimensional US Core Equity 2 | 0% | +7.45% | Add |
| 36 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | -28.33% | Trim |
| 37 | CTA | Simplify Managed Futures St | -0.1% | -80.19% | Trim |
| 38 | IQLT | Ishares Msci International Q | -0.1% | -55.75% | Trim |
| 39 | JHPI | John Hancock Preferred Incom | -0.1% | -79.39% | Trim |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -13.81% | Trim |
| 41 | SPBC | Simplify US Eqty Pl Bitcoin | -0.1% | -86.74% | Trim |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -14.93% | Trim |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -21.56% | Trim |
| 44 | ORCL | Oracle CORP | -0.1% | -9.10% | Trim |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -45.25% | Trim |
| 46 | USFR | Wisdomtree Floating Rate Tre | -0.1% | -17.56% | Trim |
| 47 | MSFT | Microsoft CORP | -0.2% | +1.50% | Add |
| 48 | MFSV | Mfs Active Value | — | NEW | New buy |
| 49 | TUA | Sim St Treas Fut Strat ETF | — | NEW | New buy |
| 50 | AKRE | Akre Focus ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Private Advisor Group, LLC reported a total U.S. public equity portfolio value of $21.8B across 2551 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, NVDA) accounted for 9.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
MFSV
市值: $20.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $575.8M
During Q4 2025, Private Advisor Group, LLC's top holdings by market value included AAPL (2.9%)、SPY (1.9%)、NVDA (1.9%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 2025, Private Advisor Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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