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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 4 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 3,758.0 $551K 0.13% NEW $146.64 -1.1%
62 SUSB ISHARES TR 21,570.0 $539K 0.12% NEW $24.99 -0.5%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 1,870.0 $526K 0.12% NEW $281.21 -18.3%
64 VGSR MANAGER DIRECTED PORTFOLIOS 45,151.0 $514K 0.12% NEW $11.38 +1.4%
65 IJR ISHARES TR 3,363.0 $499K 0.12% NEW $148.31 -1.0%
66 IWF ISHARES TR 3,948.0 $490K 0.11% NEW $124.17 -1.9%
67 VOO VANGUARD INDEX FDS 714.0 $490K 0.11% NEW $686.45 +2.6%
68 CAT CATERPILLAR INC Industrials 448.0 $477K 0.11% NEW $1064.90 -22.8%
69 GOOG ALPHABET INC 1,333.0 $471K 0.11% NEW $353.34
70 SCHC SCHWAB STRATEGIC TR 9,496.0 $457K 0.11% NEW $48.12 +7.1%
71 XPO XPO INC Industrials 2,047.0 $420K 0.10% NEW $205.29 -6.2%
72 BNDX VANGUARD CHARLOTTE FDS 8,449.0 $409K 0.10% NEW $48.43 -1.3%
73 NULG NUSHARES ETF TR 3,372.0 $395K 0.09% NEW $117.06 -2.7%
74 HD HOME DEPOT INC Consumer Cyclical 1,094.0 $386K 0.09% NEW $352.73 -5.1%
75 GEV GE VERNOVA INC Utilities 300.0 $352K 0.08% NEW $1174.86 -18.9%
76 BAC BANK OF AMER CORP Financial Services 6,179.0 $352K 0.08% NEW $56.98 +9.2%
77 EEM ISHARES TR 5,017.0 $343K 0.08% NEW $68.41 -1.8%
78 GE GE AEROSPACE Industrials 900.0 $336K 0.08% NEW $373.73 -5.2%
79 CSCO CISCO SYS INC Technology 2,779.0 $326K 0.08% NEW $117.46 -4.3%
80 MRK MERCK & CO INC Healthcare 2,491.0 $320K 0.07% NEW $128.50 +19.2%
Page 4 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%