Private Wealth Management Group, LLC - Q42025 Holdings

Private Wealth Management Group, LLC holds 1466 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 335 holdings, and fully exited 95 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 9.88% of the total portfolio.