account_balance
Investment manager · 13F filer · SEC CIK 1512780
Private Wealth Group, LLC
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Reported value$263Mas of Sep 30, 2026
Positions72 3 new, 7 sold out
Top 10 weight75.4%SPYM alone is 28%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
27.9%Added +3%
SGOViShares Tr
13.1%Added +37%
SPTSSPDR Series Trust
6.4%Added +6%
SPYVSPDR Series Trust
5.6%Added +9%
RSPInvesco Exchange Traded Fd T
4.7%Added +4%
TDIVFirst Tr Exchange Traded Fd
4.2%Added +2%
SPSMSPDR Series Trust
3.8%Added +3%
SPMDSPDR Series Trust
3.6%+3%
SPTMSPDR Series Trust
3.3%+12%
BRK-BBerkshire Hathaway Inc
2.7%
SPYGSPDR Series Trust
2.1%
XNTKSPDR Series Trust
2.0%+11%
SPYMSPDR Series Trust
27.9%Added +3%
SGOViShares Tr
13.1%+37%
SPTSSPDR Series Trust
6.4%+6%
SPYVSPDR Series Trust
5.6%
RSPInvesco Exchange Traded Fd T
4.7%
TDIV4.2%
SPSM3.8%
SPMD
SPTM
SPYG2.1%
XNTK2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 27.9% Added +3%
SGOV iShares Tr 13.1% Added +37%
SPTS SPDR Series Trust 6.4% Added +6%
SPYV SPDR Series Trust 5.6% Added +9%
RSP Invesco Exchange Traded Fd T 4.7% Added +4%
TDIV First Tr Exchange Traded Fd 4.2% Added +2%
SPSM SPDR Series Trust 3.8% Added +3%
SPMD SPDR Series Trust 3.6% Added +3%
SPTM SPDR Series Trust 3.3% Added +12%
BRK-B Berkshire Hathaway Inc 2.7% HeldSPYG SPDR Series Trust 2.1% Held
XNTK SPDR Series Trust 2.0% Added +11%
What changed
Biggest moves since Jun 30, 2026
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