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Portfolio (Quarterly) Guide ↗

Private Wealth Management Group, LLC

· CIK 0002011342
13F Portfolio $431M AUM 1,472 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1455 New
Page 25 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 800.0 $14K 0.00% NEW $17.73 +1.3%
482 EXR EXTRA SPACE STORAGE INC Real Estate 97.0 $14K 0.00% NEW $145.31 -1.7%
483 LECO LINCOLN ELEC HLDGS INC Industrials 53.0 $14K 0.00% NEW $265.53 +7.1%
484 HCA HCA HEALTHCARE INC Healthcare 36.0 $14K 0.00% NEW $389.92 +7.3%
485 SCHF SCHWAB STRATEGIC TR 506.0 $14K 0.00% NEW $27.70 +2.1%
486 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 83.0 $14K 0.00% NEW $168.54 -8.7%
487 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 182.0 $14K 0.00% NEW $76.43 -6.1%
488 LPLA LPL FINL HLDGS INC Financial Services 49.0 $14K 0.00% NEW $281.69 +31.0%
489 EQR EQUITY RESIDENTIAL Real Estate 203.0 $14K 0.00% NEW $67.93 -6.3%
490 PCG PG&E CORP Utilities 819.0 $14K 0.00% NEW $16.82 -1.8%
491 ST SENSATA TECHNOLOGIES HLDG PL Technology 288.0 $14K 0.00% NEW $47.74 -13.7%
492 PTC PTC INC Technology 121.0 $14K 0.00% NEW $113.61 +39.2%
493 XLE SELECT SECTOR SPDR TR 258.0 $14K 0.00% NEW $53.11 +17.7%
494 FE FIRSTENERGY CORP Utilities 288.0 $14K 0.00% NEW $47.54 -3.6%
495 OXY OCCIDENTAL PETE CORP Energy 280.0 $14K 0.00% NEW $48.57 +21.6%
496 ANET ARISTA NETWORKS INC Technology 80.0 $14K 0.00% NEW $169.89 +15.4%
497 AVT AVNET INC Technology 153.0 $14K 0.00% NEW $88.82 +0.6%
498 CENCORA INC 48.0 $14K 0.00% NEW $283.00
499 TEL TE CONNECTIVITY PLC Technology 67.0 $14K 0.00% NEW $201.61 +0.0%
500 ACLS AXCELIS TECHNOLOGIES INC Technology 71.0 $13K 0.00% NEW $189.45 -38.5%
Page 25 of 73  ·  1,455 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.6%
Financial Services 17.7%
Healthcare 8.9%
Industrials 7.8%
Consumer Cyclical 5.7%
Communication Services 5.3%
Consumer Defensive 3.1%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.4%