Private Wealth Management Group, LLC - Q42025 Holdings

Private Wealth Management Group, LLC holds 1465 stocks with a total portfolio value of $ 374.41M as of Q42025. In Q42025, Private Wealth Management Group, LLC added 81 new positions, increased stakes in 167 stocks, reduced 334 holdings, and fully exited 93 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 9.88% of the total portfolio.