Private Wealth Management Group, LLC - Q12026 Holdings

Private Wealth Management Group, LLC holds 1426 stocks with a total portfolio value of $ 380.84M as of Q12026. In Q12026, Private Wealth Management Group, LLC added 104 new positions, increased stakes in 243 stocks, reduced 267 holdings, and fully exited 143 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 9.52% of the total portfolio.