Private Wealth Management Group, LLC: 13F holdings
CIK 20113422026Q2
| Positions | 1,455 |
|---|
| Reported value | $431.0m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 1,455 (+29 vs prior quarter) |
|---|
| Reported value | $431.0m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 929,843 | $41.2m | 9.6% |
| PAVE DIMENSIONAL ETF TRUST | 708,536 | $36.6m | 8.5% |
| DFGX DIMENSIONAL ETF TRUST | 635,640 | $34.1m | 7.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 412,992 | $24.4m | 5.7% |
| DFEM DIMENSIONAL ETF TRUST | 550,557 | $22.4m | 5.2% |
| DFIC DIMENSIONAL ETF TRUST | 577,510 | $21.5m | 5.0% |
| DFAI DIMENSIONAL ETF TRUST | 462,505 | $19.1m | 4.4% |
| DFGR DIMENSIONAL ETF TRUST | 618,649 | $17.9m | 4.2% |
| AVDV AMERICAN CENTY ETF TR | 139,149 | $14.3m | 3.3% |
| AVUV AMERICAN CENTY ETF TR | 114,158 | $14.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011342")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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