Universe · entity

Private Wealth Group, LLC

Institutional manager (13F) · CIK 1512780
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $209M
#IssuerValueShares
1SPDR SERIES TRUST$58M762,635
2ISHARES TR$19M185,466
3SPDR SERIES TRUST$13M431,056
4SPDR SERIES TRUST$12M205,574
5FIRST TR EXCHANGE TRADED FD$9M98,281
6INVESCO EXCHANGE TRADED FD T$9M47,149
7PDR SERIES TRUST$8M128,108
8SPDR SERIES TRUST$7M51,361
9SPDR SERIES TRUST$7M152,063
10BERKSHIRE HATHAWAY INC DEL$7M14,544
11SPDR SERIES TRUST$7M87,634
12SPDR SERIES TRUST$4M45,569
13SPDR SERIES TRUST$4M133,266
14TATE STR SPDR S&P 500 ETF T$3M4,994
15SPDR SERIES TRUST$3M121,837
16INVESCO QQQ TR$3M5,263
17SPDR SERIES TRUST$3M11,342
18SELECT SECTOR SPDR TR$2M27,866
19VANGUARD INDEX FDS$2M3,758
20SPDR INDEX SHS FDS$2M48,865
21SPDR SERIES TRUST$2M83,038
22SPDR SERIES TRUST$2M51,753
23SPDR SERIES TRUST$1M16,314
24ISHARES TR$1M13,886
25SPDR SERIES TRUST$1M51,791
26SELECT SECTOR SPDR TR$1M27,770
27STATE STR SPDR S&P MIDCAP 40$1M1,887
28SHARES TR$1M17,095
29ISHARES TR$1M22,395
30VANGUARD WORLD FD$1M7,354
31APPLE INC$1M4,196
32ISHARES TR$997k10,262
33LPHABET INC$916k3,192
34ANGUARD WORLD FD$888k2,418
35VANGUARD INDEX FDS$798k2,778
36ISHARES TR$767k3,091
37M CO$758k5,219
38VANGUARD BD INDEX FDS$741k9,597
39SPDR INDEX SHS FDS$701k14,938
40VANGUARD TAX-MANAGED FDS$600k9,356
41HEICO CORP NEW$492k2,333
42ISHARES TR$489k749
43VANGUARD SPECIALIZED FUNDS$450k2,092
44SELECT SECTOR SPDR TR$440k7,187
45NVESCO EXCHANGE TRADED FD T$416k14,118
46MICROSOFT CORP$374k1,010
47SPDR SERIES TRUST$366k10,901
48ELLS FARGO & CO$359k4,514
49SPDR SERIES TRUST$348k14,939
50ABBVIE INC$337k1,548
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.