MATRIX PRIVATE CAPITAL GROUP LLC - Portfolio overview

MATRIX PRIVATE CAPITAL GROUP LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 10.23%
2. VUG - VANGUARD INDEX FDS, 8.45%
3. IEFA - ISHARES TR, 7.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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