Private Advisory Group LLC
All 13F Filings
- Location
- Redmond, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,853,424
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 296 | 1,853,424 | 13F-HR | Private Advisory Group LLC |
| 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):
53.91 K
(2.9% of total reported value)
· QoQ Δ:
-33.03 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.166 M | 64.8% | 171.7 K | 0 | 171.7 K |
| ETFs | 630.5 K | 35.0% | 192.2 K | 0 | 192.2 K |
| Debt | 3.353 K | 0.2% | 397 | 0 | 397 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,853,424
Holdings
296
QoQ value change ($000)
329,347
(21.6%)
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.