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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 45 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FR FIRST INDL RLTY TR INC Real Estate 74.0 $5K 0.00% NEW $61.31 +1.0%
882 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 121.0 $5K 0.00% NEW $37.42 +126.7%
883 LEN LENNAR CORP Consumer Cyclical 50.0 $5K 0.00% NEW $90.50 -4.6%
884 GWRS GLOBAL WTR RES INC Utilities 621.0 $4K 0.00% NEW $7.24 +26.1%
885 APOS APOLLO GLOBAL MGMT INC 38.0 $4K 0.00% NEW $118.32
886 FLNG FLEX LNG LTD Energy 160.0 $4K 0.00% NEW $28.06 +12.2%
887 MAC MACERICH CO Real Estate 178.0 $4K 0.00% NEW $25.19 -5.7%
888 SEB SEABOARD CORP DEL Industrials 1.0 $4K 0.00% NEW $4465.00 -12.4%
889 WMK WEIS MKTS INC Consumer Defensive 57.0 $4K 0.00% NEW $78.32 -9.1%
890 NABL N-ABLE INC Technology 1,213.0 $4K 0.00% NEW $3.67 +14.2%
891 EQIX EQUINIX INC Real Estate 4.0 $4K 0.00% NEW $1112.75 -6.1%
892 GEN GEN DIGITAL INC Technology 178.0 $4K 0.00% NEW $24.89 +24.6%
893 CGNX COGNEX CORP Technology 61.0 $4K 0.00% NEW $72.43 -16.5%
894 OSPN ONESPAN INC Technology 306.0 $4K 0.00% NEW $14.35 +15.2%
895 PNW PINNACLE WEST CAP CORP Utilities 41.0 $4K 0.00% NEW $107.00 -8.8%
896 NTLA INTELLIA THERAPEUTICS INC Healthcare 259.0 $4K 0.00% NEW $16.92 -23.9%
897 INVH INVITATION HOMES INC Real Estate 145.0 $4K 0.00% NEW $30.21 -3.2%
898 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 34.0 $4K 0.00% NEW $128.56 +0.6%
899 VKTX VIKING THERAPEUTICS INC Healthcare 112.0 $4K 0.00% NEW $39.02 -17.6%
900 GOLD GOLD COM INC Financial Services 104.0 $4K 0.00% NEW $41.62 +9.5%
Page 45 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%