StockDriftsStockDriftsTop 50 Private Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.57% | 929.8K | $41.2M | -0.35%(-3.30K) | $28.35(+62.21%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 8.5% | 708.5K | $36.6M | +5.36%(+36.04K) | $41.89(+27.87%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 7.9% | 635.6K | $34.1M | +2.64%(+16.34K) | $53.56(-2.09%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.65% | 413.0K | $24.4M | +3.26%(+13.03K) | $58.69(-0.55%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.19% | 550.6K | $22.4M | -1.93%(-10.85K) | $25.65(+53.66%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.99% | 577.5K | $21.5M | -0.56%(-3.27K) | $24.86(+57.76%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.43% | 462.5K | $19.1M | +5.14%(+22.59K) | $33.28(+30.20%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.16% | 618.6K | $17.9M | +1.72%(+10.48K) | $25.10(+16.37%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.33% | 139.1K | $14.3M | -2.96%(-4.24K) | $66.21(+65.82%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.3% | 114.2K | $14.2M | -5.59%(-6.76K) | $90.90(+40.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +47.45% |
Private Wealth Management Group, LLC reports $431.02M in US-listed equity holdings across 1,455 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (9.6%), DFAU (8.5%) and DFGX (7.9%). The top 20 holdings account for 76.57% of reported assets. Its disclosed equity book has returned +37.82% cumulatively over 10 quarters. 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 Management Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011342). View Private Wealth Management Group, LLC’s 13F filings on SEC