§ 13F · FUND PROFILE
Private Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $301.0T (13F)Positions · 1503Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$374.4T 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 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 925K | $36.6T | 9.8% | NEW |
| 2 | DFGX | DIMENSIONAL ETF TRUST | 578K | $30.4T | 8.1% | NEW |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 565K | $26.4T | 7.1% | NEW |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 376K | $22.5T | 6.0% | NEW |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 592K | $20.4T | 5.4% | NEW |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 555K | $18.4T | 4.9% | NEW |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 398K | $15.2T | 4.1% | NEW |
| 8 | DFGR | DIMENSIONAL ETF TRUST | 566K | $14.9T | 4.0% | NEW |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 184K | $13.7T | 3.7% | NEW |
| 10 | AVDV | AMERICAN CENTY ETF TR | 143K | $13.4T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIVATE SIGNAL
AC read
Private Wealth Management Group, LLC is a Other fund managing $301007.0 trillion in assets. The fund runs a massive portfolio of 1,503 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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