StockDriftsStockDriftsTop 50 Private Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 26.82% | 790.2K | $69.4M | +3.61%(+27.54K) | $52.99(+72.23%) | 2026-06-30 | |
| SGOV | ISHARES TR | 9.68% | 249.1K | $25.1M | +34.30%(+63.62K) | $100.57(-0.00%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 6.16% | 549.8K | $16.0M | +27.55%(+118.76K) | $29.28(-1.05%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 5.2% | 221.4K | $13.5M | +7.71%(+15.84K) | $44.58(+42.25%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.74% | 57.7K | $12.3M | +22.45%(+10.59K) | $156.13(+42.04%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4.27% | 96.3K | $11.1M | -2.05%(-2.01K) | $59.64(+96.24%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.09% | 183.6K | $10.6M | +20.72%(+31.50K) | $39.59(+47.23%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.79% | 145.2K | $9.8M | +13.32%(+17.06K) | $45.60(+50.86%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 2.92% | 83.2K | $7.6M | -5.08%(-4.45K) | $69.95(+34.80%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.8% | 14.5K | $7.3M | -0.24%(-35) | $279.63(+79.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.01% | +44.32% | +7.96% | +46.64% |
| Top 20 Holdings Unweighted | +11.98% | +40.42% | +7.36% | +42.64% |
Private Wealth Group, LLC reports $258.94M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (26.8%), SGOV (9.7%) and SPTS (6.2%). The top 20 holdings account for 85.75% of reported assets. Its disclosed equity book has returned +44.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Private Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512780). View Private Wealth Group, LLC’s 13F filings on SEC