Private Wealth Management Group, LLC
Private Wealth Management Group, LLC reported 1,455 positions worth $431.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAC (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $41.2M | 9.57% | 929,843 | — | — | |
| ▸ 2 | DFAU | SH | $36.6M | 8.50% | 708,536 | — | — | |
| ▸ 3 | DFGX | SH | $34.1M | 7.90% | 635,640 | — | — | |
| ▸ 4 | VGIT | SH | $24.4M | 5.65% | 412,992 | — | — | |
| ▸ 5 | DFEM | SH | $22.4M | 5.19% | 550,557 | — | — | |
| ▸ 6 | DFIC | SH | $21.5M | 4.99% | 577,510 | — | — | |
| ▸ 7 | DFAI | SH | $19.1M | 4.43% | 462,505 | — | — | |
| ▸ 8 | DFGR | SH | $17.9M | 4.16% | 618,649 | — | — | |
| ▸ 9 | AVDV | SH | $14.3M | 3.33% | 139,149 | — | — | |
| ▸ 10 | AVUV | SH | $14.2M | 3.30% | 114,158 | — | — |
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Frequently Asked Questions
What stocks does Private Wealth Management Group, LLC hold as of Q2 2026?
Private Wealth Management Group, LLC reported 1455 positions worth $431.0M in its Q2 2026 13F filing. Largest positions: DFAC (9.6%), DFAU (8.5%), DFGX (7.9%), VGIT (5.7%) and DFEM (5.2%).
What did Private Wealth Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Private Wealth Management 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.