Private Wealth Management Group, LLC
Q2 2026 13F filing
Updated 47 days ago1,472 disclosed positions worth $431M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $40.8M | 920.4K | 9.47% | Added(+9660.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $36.2M | 699.5K | 8.39% | Added(+7461.8%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $33.7M | 628.4K | 7.81% | Added(+8863.8%) |
| 4 | ? N/A VANGUARD SCOTTSDALE FDS | $24M | 407.5K | 5.58% | Added(+7864.9%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $22.2M | 545.8K | 5.15% | Added(+10973.8%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $21.3M | 572.7K | 4.95% | Added(+11919.8%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $18.9M | 457.8K | 4.38% | Added(+9858.3%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $17.8M | 614.5K | 4.13% | Added(+14863.3%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $14.3M | 138.3K | 3.31% | Added(+16345.7%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $14.2M | 113.4K | 3.28% | Added(+15743.9%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $14.1M | 172.3K | 3.28% | Trimmed(-1.8%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $12.4M | 319.0K | 2.87% | Added(+10618.6%) |
| 13 | S STT-PG SPDR SERIES TRUST | $10.4M | 109.9K | 2.42% | Added(+17649.4%) |
| 14 | A AAPL APPLE INC | $9.4M | 32.4K | 2.18% | Added(+3.4%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $8.9M | 221.1K | 2.06% | Added(+11433.1%) |
| 16 | E ETHA ISHARES TR | $7.1M | 65.6K | 1.64% | Trimmed(-1.8%) |
| 17 | P PLTR PALANTIR TECHNOLOGIES INC | $6.5M | 55.7K | 1.51% | Added(+0.4%) |
| 18 | E ETHA ISHARES TR | $5.2M | 49.2K | 1.22% | Added(+1.3%) |
| 19 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $5.1M | 100.4K | 1.18% | Added(+2.3%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.8M | 69.4K | 1.13% | Trimmed(-3.3%) |
| 21 | Q QQQ INVESCO QQQ TR | $4.1M | 5.5K | 0.95% | Added(+870.9%) |
| 22 | V VGES VANGUARD INDEX FDS | $3.7M | 10.1K | 0.87% | Added(+109.1%) |
| 23 | ? N/A VANGUARD MALVERN FDS | $3.4M | 67.2K | 0.78% | Added(+100176.1%) |
| 24 | V VGES VANGUARD TAX-MANAGED FDS | $2.7M | 37.8K | 0.62% | Trimmed(-3.1%) |
| 25 | ? N/A ISHARES TR | $2.7M | 50.5K | 0.62% | Added(+17082.3%) |
| 26 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 20.8K | 0.62% | Unchanged |
| 27 | N NVDA NVIDIA CORPORATION | $2.6M | 12.9K | 0.60% | Added(+101.2%) |
| 28 | J JNJ JOHNSON & JOHNSON | $2.5M | 10.0K | 0.59% | Trimmed(-6.0%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $2.5M | 25.7K | 0.57% | Trimmed(-1.3%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $2.3M | 25.5K | 0.53% | Unchanged |
| 31 | M MSFT MICROSOFT CORP | $2.1M | 5.7K | 0.49% | Added(+62.4%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 40.5K | 0.44% | — |
| 33 | E ETHA ISHARES TR | $1.6M | 7.2K | 0.38% | Unchanged |
| 34 | G GOOGN ALPHABET INC | $1.6M | 4.4K | 0.36% | Added(+72.8%) |
| 35 | S STT-PG SELECT SECTOR SPDR TR | $1.5M | 7.9K | 0.34% | — |
| 36 | B BPRN PRINCETON BANCORP INC | $1.4M | 37.7K | 0.33% | Trimmed(-3.3%) |
| 37 | E ETHA ISHARES TR | $1.3M | 13.1K | 0.31% | Trimmed(-30.9%) |
| 38 | E ETHA ISHARES TR | $1.3M | 9.6K | 0.31% | Unchanged |
| 39 | ? N/A ISHARES TR | $1.3M | 55.9K | 0.30% | Added(+7.2%) |
| 40 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.3M | 2.5K | 0.29% | Trimmed(-0.4%) |
| 41 | S STT-PG SPDR SERIES TRUST | $1.2M | 10.6K | 0.27% | Trimmed(-2.1%) |
| 42 | E ETHA ISHARES TR | $1.1M | 14.6K | 0.26% | Trimmed(-3.3%) |
| 43 | ? N/A ISHARES TR | $1.1M | 22.1K | 0.26% | Added(+22688.7%) |
| 44 | V VGES VANGUARD BD INDEX FDS | $1M | 14.1K | 0.24% | Unchanged |
| 45 | A AMZN AMAZON COM INC | $1M | 4.3K | 0.24% | Added(+47.4%) |
| 46 | E ETHA ISHARES TR | $1M | 9.7K | 0.23% | Unchanged |
| 47 | ? N/A ISHARES TR | $1M | 21.3K | 0.23% | Trimmed(-21.9%) |
| 48 | E ETHA ISHARES TR | $913K | 8.9K | 0.21% | Added(+0.3%) |
| 49 | A AMAT APPLIED MATLS INC | $892K | 1.2K | 0.21% | Added(+132.4%) |
| 50 | S SPY STATE STR SPDR S&P 500 ETF T | $845K | 1.1K | 0.20% | Added(+25.5%) |