Private Advisory Group LLC
All 13F Filings
- Location
- Redmond, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,524,077
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 275 | 1,524,077 | 13F-HR | Private Advisory Group LLC |
| Q4 2025 | 1/15/2026 | 250 | 1,276,201 | 13F-HR | Private Advisory Group LLC |
| Q3 2025 | 11/10/2025 | 217 | 1,216,726 | 13F-HR | Private Advisory Group LLC |
| Q2 2025 | 8/7/2025 | 204 | 1,105,030 | 13F-HR | Private Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
86.93 K
(5.7% of total reported value)
· QoQ Δ:
+80.27 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 994 K | 69.3% | 0 | 161.7 K | -161.7 K |
| ETFs | 438.3 K | 30.5% | 331.1 K | 0 | 331.1 K |
| Debt | 2.956 K | 0.2% | 0 | 429 | -429 |
| Other | 0 | 0.0% | 0 | 2.286 K | -2.286 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
1,524,077
Holdings
275
QoQ value change ($000)
247,876
(19.4%)
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.