Private Advisory Group LLC
All 13F Filings
- Location
- Redmond, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,276,201
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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):
6.66 K
(0.5% of total reported value)
· QoQ Δ:
-63.01 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.156 M | 91.1% | 107 K | 0 | 107 K |
| ETFs | 107.2 K | 8.4% | 18.2 K | 0 | 18.2 K |
| Debt | 3.385 K | 0.3% | 0 | 2.785 K | -2.785 K |
| Other | 2.286 K | 0.2% | 152 | 0 | 152 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,276,201
Holdings
250
QoQ value change ($000)
59,475
(4.9%)
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.