Private Wealth Group, LLC
Private Wealth Group, LLC reported 76 positions worth $258.9M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: SPYM (26.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $69.4M | 26.82% | 790,173 | — | — | |
| ▸ 2 | SGOV | SH | $25.1M | 9.68% | 249,089 | — | — | |
| ▸ 3 | SPTS | SH | $16.0M | 6.16% | 549,817 | — | — | |
| ▸ 4 | SPYV | SH | $13.5M | 5.20% | 221,416 | — | — | |
| ▸ 5 | RSP | SH | $12.3M | 4.74% | 57,736 | — | — | |
| ▸ 6 | TDIV | SH | $11.1M | 4.27% | 96,271 | — | — | |
| ▸ 7 | SPSM | SH | $10.6M | 4.09% | 183,563 | — | — | |
| ▸ 8 | SPMD | SH | $9.8M | 3.79% | 145,167 | — | — | |
| ▸ 9 | SPTM | SH | $7.6M | 2.92% | 83,185 | — | — | |
| ▸ 10 | BRK-B | SH | $7.3M | 2.80% | 14,509 | — | — |
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Frequently Asked Questions
What stocks does Private Wealth Group, LLC hold as of Q2 2026?
Private Wealth Group, LLC reported 76 positions worth $258.9M in its Q2 2026 13F filing. Largest positions: SPYM (26.8%), SGOV (9.7%), SPTS (6.2%), SPYV (5.2%) and RSP (4.7%).
What did Private Wealth Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Private Wealth Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.