Private Wealth Management Group, LLC
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 374,406
- 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 |
|---|---|---|---|---|---|
| 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 | 337.8 K | 90.2% | 9.677 K | 0 | 9.677 K |
| ETFs | 35.34 K | 9.4% | 1.44 K | 0 | 1.44 K |
| Debt | 1.277 K | 0.3% | 8 | 0 | 8 |
| Other | 16 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
374,406
Holdings
1466
QoQ value change ($000)
11,105
(3.1%)
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.