Private Wealth Management Group, LLC - Portfolio overview

Private Wealth Management Group, LLC has 1617 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.68%
2. VGIT - VANGUARD SCOTTSDALE FDS, 8.96%
3. DFEM - DIMENSIONAL ETF TRUST, 7.33%

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

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