CIK 2011342
Private Wealth Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
1,466
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,466
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 925K | $1M+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 578K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 565K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 376K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 592K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 555K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 398K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 566K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 184K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 143K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 366K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 114K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 122K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 56K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 247K | $1M+ | SH |
| AAPL | APPLE INC | 31K | $1M+ | SH |
| MUB | ISHARES TR | 71K | $1M+ | SH |
| SUB | ISHARES TR | 47K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 93K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 73K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 71K | $1M+ | SH |
| IGIB | ISHARES TR | 52K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 40K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 21K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 26K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 27K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| ESGD | ISHARES TR | 19K | $1M+ | SH |
| IVE | ISHARES TR | 7K | $1M+ | SH |
| BPRN | PRINCETON BANCORP INC | 39K | $1M+ | SH |
| IVW | ISHARES TR | 11K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| BGRN | ISHARES TR | 27K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 28K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| SUSC | ISHARES TR | 51K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 14K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 11K | $1M+ | SH |
| SLQD | ISHARES TR | 20K | $500K+ | SH |
| IJH | ISHARES TR | 15K | $500K+ | SH |
| EFA | ISHARES TR | 10K | $500K+ | SH |
| STIP | ISHARES TR | 9K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| ESGE | ISHARES INC | 18K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 12K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| NULG | NUSHARES ETF TR | 6K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 861 | $500K+ | SH |