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 101–150 of 1,466
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IFGL | ISHARES TR | 6K | $100K–$500K | SH |
| SCHR | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| BA | BOEING CO | 655 | $100K–$500K | SH |
| IWP | ISHARES TR | 982 | $100K–$500K | SH |
| IWM | ISHARES TR | 546 | $100K–$500K | SH |
| V | VISA INC | 381 | $100K–$500K | SH |
| LIN | LINDE PLC | 312 | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 506 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 842 | $100K–$500K | SH |
| EWY | ISHARES INC | 1K | $100K–$500K | SH |
| T | AT&T INC | 5K | $100K–$500K | SH |
| IWS | ISHARES TR | 882 | $100K–$500K | SH |
| WMT | WALMART INC | 1K | $100K–$500K | SH |
| CWI | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 900 | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 571 | $100K–$500K | SH |
| GE | GE AEROSPACE | 350 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 585 | $100K–$500K | SH |
| IVV | ISHARES TR | 154 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 284 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 312 | $100K–$500K | SH |
| AVGE | AMERICAN CENTY ETF TR | 1K | $100K–$500K | SH |
| MCHI | ISHARES TR | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 641 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 500 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 360 | $50K–$100K | SH |
| MCK | MCKESSON CORP | 116 | $50K–$100K | SH |
| EWT | ISHARES INC | 1K | $50K–$100K | SH |
| INTU | INTUIT | 141 | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 1K | $50K–$100K | SH |
| NFLX | NETFLIX INC | 980 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP | 1K | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 264 | $50K–$100K | SH |
| RRC | RANGE RES CORP | 2K | $50K–$100K | SH |
| SRE | SEMPRA | 981 | $50K–$100K | SH |
| PFE | PFIZER INC | 3K | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 149 | $50K–$100K | SH |
| EZU | ISHARES INC | 1K | $50K–$100K | SH |
| RING | ISHARES INC | 1K | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 547 | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 482 | $50K–$100K | SH |
| WCEO | TWO RDS SHARED TR | 3K | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 169 | $50K–$100K | SH |
| APP | APPLOVIN CORP | 121 | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC | 15 | $50K–$100K | SH |
| WFC | WELLS FARGO CO NEW | 820 | $50K–$100K | SH |
| DFGP | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |