Private Wealth Group, LLC: 13F holdings
CIK 15127802026Q2
| Positions | 76 |
|---|
| Reported value | $258.9m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 76 (+5 vs prior quarter) |
|---|
| Reported value | $258.9m (+20.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 790,173 | $69.4m | 26.8% |
| SGOV ISHARES TR | 249,089 | $25.1m | 9.7% |
| SPTS SPDR SERIES TRUST | 549,817 | $16.0m | 6.2% |
| SPYV SPDR SERIES TRUST | 221,416 | $13.5m | 5.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 57,736 | $12.3m | 4.7% |
| TDIV FIRST TR EXCHANGE TRADED FD | 96,271 | $11.1m | 4.3% |
| SPSM SPDR SERIES TRUST | 183,563 | $10.6m | 4.1% |
| SPMD SPDR SERIES TRUST | 145,167 | $9.8m | 3.8% |
| SPYM SPDR SERIES TRUST | 83,185 | $7.6m | 2.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 14,509 | $7.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512780")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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