Private Wealth Group, LLC - Portfolio overview

Private Wealth Group, LLC has 77 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 Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 21.39%
2. SPLG - SPDR SERIES TRUST, 20.97%
3. SGOV - ISHARES TR, 6.84%

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

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