§ 13F · FUND PROFILE
Private Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $188.0T (13F)Positions · 63Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 743K | $59.6T | 28.6% | +2% |
| 2 | SGOV | ISHARES TR | 144K | $14.4T | 6.9% | NEW |
| 3 | SPTS | SPDR SERIES TRUST | 405K | $11.8T | 5.7% | +13% |
| 4 | SPYV | SPDR SERIES TRUST | 199K | $11.3T | 5.4% | +5% |
| 5 | TDIV | FIRST TR EXCHANGE TRADED FD | 94K | $9.1T | 4.4% | +1% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 45K | $8.7T | 4.2% | +3% |
| 7 | SPMD | SPDR SERIES TRUST | 127K | $7.3T | 3.5% | +2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7.3T | 3.5% | ±0% |
| 9 | SPSM | SPDR SERIES TRUST | 150K | $7.0T | 3.4% | +1% |
| 10 | SDY | SPDR SERIES TRUST | 50K | $7.0T | 3.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIVATE SIGNAL
AC read
Private Wealth Group, LLC is a Other fund managing $188020.4 trillion in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed