§ 13F · FUND PROFILE
Private Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $301M (13F)Positions · 1503Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$761K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 924K | $36M | 9.4% | ±0% |
| 2 | DFGX | DIMENSIONAL ETF TRUST | 612K | $32M | 8.4% | +6% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 663K | $30M | 7.9% | +17% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 395K | $24M | 6.2% | +5% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 576K | $20M | 5.4% | −3% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 556K | $19M | 5.0% | ±0% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 435K | $17M | 4.5% | +9% |
| 8 | DFGR | DIMENSIONAL ETF TRUST | 604K | $16M | 4.2% | +7% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 143K | $14M | 3.7% | ±0% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 120K | $13M | 3.5% | +5% |
§ 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 $301 million 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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