account_balance

Investment manager · 13F filer · SEC CIK 2011342

Private Wealth Management Group, LLC

Reported value$445Mas of Sep 30, 2026
Positions1,504 129 new, 80 sold out
Top 10 weight59.0%DFAU alone is 10%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAU Dimensional ETF Trust 9.8% Added +18%
DFAC Dimensional ETF Trust 9.0% Trimmed −3%
DFGX Dimensional ETF Trust 7.9% Added +9%
DFAI Dimensional ETF Trust 5.9% Added +36%
VGIT Vanguard Scottsdale FDS 5.7% Added +7%
DFEM Dimensional ETF Trust 5.1% Added +3%
DFIC Dimensional ETF Trust 4.6% Trimmed −6%
DFGR Dimensional ETF Trust 4.0% Added +5%
AVDV American Centy ETF Tr 3.9% Added +15%
DFUS Dimensional ETF Trust 3.2% Held
AVUV American Centy ETF Tr 3.1% Added +4%
AAPL Apple Inc. 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • DFUV $376K
  • IAUM $297K
  • USD $282K
  • PI $230K
arrow_upwardAdded
arrow_downwardTrimmed
  • AVUS −29%
  • ESGD −23%
  • AVDE −15%
  • DISV −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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