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 51–100 of 1,466
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| SUSB | ISHARES TR | 20K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| IWF | ISHARES TR | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 628 | $100K–$500K | SH |
| NUMV | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 39K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 8K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| REET | ISHARES TR | 14K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 518 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 522 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 589 | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 291 | $100K–$500K | SH |
| IWV | ISHARES TR | 645 | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 196 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 366 | $100K–$500K | SH |
| TSLA | TESLA INC | 441 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 246 | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 567 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 611 | $100K–$500K | SH |
| ICF | ISHARES TR | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 4K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 474 | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 820 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 166 | $100K–$500K | SH |