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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 13 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ALL ALLSTATE CORP Financial Services 215.0 $51K 0.01% NEW $237.94 +7.8%
242 LRCX LAM RESEARCH CORP Technology 118.0 $51K 0.01% NEW $433.33 -27.3%
243 DFIV DIMENSIONAL ETF TRUST 904.0 $49K 0.01% NEW $54.02 +7.3%
244 TFC TRUIST FINL CORP Financial Services 966.0 $48K 0.01% NEW $49.82 +1.0%
245 O REALTY INCOME CORP Real Estate 770.0 $48K 0.01% NEW $61.96 -0.1%
246 NOC NORTHROP GRUMMAN CORP Industrials 93.0 $47K 0.01% NEW $509.31 +7.0%
247 SHOP SHOPIFY INC Technology 407.0 $46K 0.01% NEW $114.18 +34.8%
248 CEG CONSTELLATION ENERGY CORP Utilities 183.0 $45K 0.01% NEW $248.37 +13.4%
249 PAAS PAN AMERN SILVER CORP Basic Materials 1,000.0 $45K 0.01% NEW $44.79 +22.4%
250 HONEYWELL AEROSPACE INC 202.0 $45K 0.01% NEW $221.08
251 SCHW SCHWAB CHARLES CORP Financial Services 481.0 $44K 0.01% NEW $92.27 +17.0%
252 KO COCA COLA CO Consumer Defensive 540.0 $44K 0.01% NEW $81.27 +9.9%
253 CSX CSX CORP Industrials 909.0 $43K 0.01% NEW $47.53 +8.4%
254 TOPT ISHARES TR 1,310.0 $43K 0.01% NEW $32.93 +2.1%
255 SYK STRYKER CORPORATION Healthcare 135.0 $43K 0.01% NEW $314.84 +2.6%
256 PNC PNC FINL SVCS GROUP INC Financial Services 170.0 $42K 0.01% NEW $246.22 -1.2%
257 STT STATE STR CORP Financial Services 246.0 $42K 0.01% NEW $169.60 +13.8%
258 KEYS KEYSIGHT TECHNOLOGIES INC Technology 116.0 $41K 0.01% NEW $350.08 -7.2%
259 EMR EMERSON ELEC CO Industrials 283.0 $41K 0.01% NEW $143.15 +10.1%
260 BK BANK OF NY MELLON CORP Financial Services 279.0 $40K 0.01% NEW $144.61 -1.9%
Page 13 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%