Universe · entity
Private Wealth Group, LLC
Institutional manager (13F) · CIK 1512780
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $209M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $58M | 762,635 |
| 2 | ISHARES TR | $19M | 185,466 |
| 3 | SPDR SERIES TRUST | $13M | 431,056 |
| 4 | SPDR SERIES TRUST | $12M | 205,574 |
| 5 | FIRST TR EXCHANGE TRADED FD | $9M | 98,281 |
| 6 | INVESCO EXCHANGE TRADED FD T | $9M | 47,149 |
| 7 | PDR SERIES TRUST | $8M | 128,108 |
| 8 | SPDR SERIES TRUST | $7M | 51,361 |
| 9 | SPDR SERIES TRUST | $7M | 152,063 |
| 10 | BERKSHIRE HATHAWAY INC DEL | $7M | 14,544 |
| 11 | SPDR SERIES TRUST | $7M | 87,634 |
| 12 | SPDR SERIES TRUST | $4M | 45,569 |
| 13 | SPDR SERIES TRUST | $4M | 133,266 |
| 14 | TATE STR SPDR S&P 500 ETF T | $3M | 4,994 |
| 15 | SPDR SERIES TRUST | $3M | 121,837 |
| 16 | INVESCO QQQ TR | $3M | 5,263 |
| 17 | SPDR SERIES TRUST | $3M | 11,342 |
| 18 | SELECT SECTOR SPDR TR | $2M | 27,866 |
| 19 | VANGUARD INDEX FDS | $2M | 3,758 |
| 20 | SPDR INDEX SHS FDS | $2M | 48,865 |
| 21 | SPDR SERIES TRUST | $2M | 83,038 |
| 22 | SPDR SERIES TRUST | $2M | 51,753 |
| 23 | SPDR SERIES TRUST | $1M | 16,314 |
| 24 | ISHARES TR | $1M | 13,886 |
| 25 | SPDR SERIES TRUST | $1M | 51,791 |
| 26 | SELECT SECTOR SPDR TR | $1M | 27,770 |
| 27 | STATE STR SPDR S&P MIDCAP 40 | $1M | 1,887 |
| 28 | SHARES TR | $1M | 17,095 |
| 29 | ISHARES TR | $1M | 22,395 |
| 30 | VANGUARD WORLD FD | $1M | 7,354 |
| 31 | APPLE INC | $1M | 4,196 |
| 32 | ISHARES TR | $997k | 10,262 |
| 33 | LPHABET INC | $916k | 3,192 |
| 34 | ANGUARD WORLD FD | $888k | 2,418 |
| 35 | VANGUARD INDEX FDS | $798k | 2,778 |
| 36 | ISHARES TR | $767k | 3,091 |
| 37 | M CO | $758k | 5,219 |
| 38 | VANGUARD BD INDEX FDS | $741k | 9,597 |
| 39 | SPDR INDEX SHS FDS | $701k | 14,938 |
| 40 | VANGUARD TAX-MANAGED FDS | $600k | 9,356 |
| 41 | HEICO CORP NEW | $492k | 2,333 |
| 42 | ISHARES TR | $489k | 749 |
| 43 | VANGUARD SPECIALIZED FUNDS | $450k | 2,092 |
| 44 | SELECT SECTOR SPDR TR | $440k | 7,187 |
| 45 | NVESCO EXCHANGE TRADED FD T | $416k | 14,118 |
| 46 | MICROSOFT CORP | $374k | 1,010 |
| 47 | SPDR SERIES TRUST | $366k | 10,901 |
| 48 | ELLS FARGO & CO | $359k | 4,514 |
| 49 | SPDR SERIES TRUST | $348k | 14,939 |
| 50 | ABBVIE INC | $337k | 1,548 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.