Private Wealth Group, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 258,943
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 76 | 258,943 | 13F-HR | Private Wealth Group, LLC |
| Q1 2026 | 4/23/2026 | 71 | 214,454 | 13F-HR/A - RESTATEMENT | Private Wealth Group, LLC |
| Q1 2026 | 4/10/2026 | 71 | 214,454 | 13F-HR | Private Wealth Group, LLC |
| Q4 2025 | 1/12/2026 | 67 | 208,456 | 13F-HR | Private Wealth Group, LLC |
| Q3 2025 | 10/22/2025 | 67 | 200,982 | 13F-HR | Private Wealth Group, LLC |
| Q2 2025 | 7/22/2025 | 63 | 188,020 | 13F-HR | Private Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.91 K | 6.5% | 3.42 K | 0 | 3.42 K |
| ETFs | 242 K | 93.5% | 41.07 K | 0 | 41.07 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
258,943
Holdings
76
QoQ value change ($000)
44,489
(20.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.