Private Wealth Management Group, LLC
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 431,023
- 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 | 7/27/2026 | 1,455 | 431,023 | 13F-HR | Private Wealth Management Group, LLC |
| Q1 2026 | 4/23/2026 | 1,426 | 380,838 | 13F-HR | Private Wealth Management Group, LLC |
| Q4 2025 | 1/23/2026 | 1,466 | 374,406 | 13F-HR | Private Wealth Management Group, LLC |
| Q3 2025 | 10/17/2025 | 1,480 | 363,301 | 13F-HR | Private Wealth Management Group, LLC |
| Q2 2025 | 7/29/2025 | 1,489 | 301,007 | 13F-HR | Private Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.55 K | 14.3% | 14.18 K | 0 | 14.18 K |
| ETFs | 368.4 K | 85.5% | 36.26 K | 0 | 36.26 K |
| Debt | 1.02 K | 0.2% | 0 | 271 | -271 |
| Other | 12 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
431,023
Holdings
1455
QoQ value change ($000)
50,185
(13.2%)
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.