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CIK: 0001512780
Total reported value
$258.9M
$258.9M
67 檔
41.0%
According to the latest 13F quarterly dataset, Private Wealth Group, LLC managed an equity portfolio of $258.9M at the end of Q4 2025, spanning 67 distinct U.S. exchange-listed positions.
In Q4 2025, Private Wealth Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 28.59% | -0.40% | +1.74% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.92% | +0.97% | — | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 5.68% | +0.29% | +12.56% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.41% | -0.22% | +4.75% | |
| 5 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 4.38% | -0.02% | +1.15% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.17% | +0.52% | +3.18% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.52% | +0.25% | +2.43% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.52% | -0.45% | -0.09% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.37% | +0.66% | +1.46% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.34% | -1.57% | +2.98% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.23% | -0.31% | +6.04% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.27% | -0.03% | -1.93% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.68% | -0.26% | +14.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -0.07% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.44% | -2.04% | |
| 16 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 1.43% | +0.48% | +4.70% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.41% | -0.03% | +17.13% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.19% | — | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.05% | -0.18% | +2.02% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.02% | -0.03% | +2.12% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.99% | -0.05% | +1.46% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | -0.20% | -88.69% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.73% | -0.06% | +31.05% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.11% | — | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.60% | -0.01% | -1.41% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.11% | +107.84% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.55% | -0.02% | +12.25% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | -0.03% | — | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.54% | -0.20% | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | +0.03% | — | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.50% | -0.04% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.01% | -1.48% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.48% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.05% | — | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.40% | -0.02% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.02% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | — | — | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.36% | -0.07% | — | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.32% | -0.01% | +2.24% | |
| 40 | HEI-A | Heico Corp-class A | Stock-Other | 0.28% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | +0.08% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | +28.83% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.20% | -0.03% | +2.45% | |
| 45 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.20% | -0.06% | -83.78% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.05% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | -0.01% | +3.34% | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.17% | — | -2.55% | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.16% | — | — | |
| 50 | VST | Vistra CORP | Stock-Utilities | 0.16% | -0.02% | +0.40% |
According to official SEC Form 13F filings, Private Wealth Group, LLC reported a total U.S. public equity portfolio value of $258.9M across 67 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SGOV, SPTS) accounted for 41.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $14.4M
Top Position Liquidated / Trimmed
JNK
前期市值: $348.1K
During Q4 2025, Private Wealth Group, LLC's top holdings by market value included SPYM (28.6%)、SGOV (6.9%)、SPTS (5.7%). The largest single position, SPYM, represented 28.6% of total portfolio value.
In Q4 2025, Private Wealth Group, LLC made 38 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 6 holdings, and fully liquidating 4 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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