Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Private Wealth Group, LLC (CIK 1512780) reported $214.5M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($58.4M, 27.22%), SGOV ($18.7M, 8.71%), SPTS ($12.6M, 5.87%), SPYV ($11.6M, 5.42%), TDIV ($9.2M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $58.4M | 27.22% | 762,635 | Added |
| 2 | SGOV | ISHARES TR | $18.7M | 8.71% | 185,466 | Added |
| 3 | SPTS | SPDR SERIES TRUST | $12.6M | 5.87% | 431,056 | Added |
| 4 | SPYV | SPDR SERIES TRUST | $11.6M | 5.42% | 205,574 | Added |
| 5 | TDIV | FIRST TR EXCHANGE TRADED FD | $9.2M | 4.29% | 98,281 | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $9.0M | 4.22% | 47,149 | Added |
| 7 | SPMD | SPDR SERIES TRUST | $7.6M | 3.54% | 128,108 | Added |
| 8 | SDY | SPDR SERIES TRUST | $7.5M | 3.50% | 51,361 | Added |
| 9 | SPSM | SPDR SERIES TRUST | $7.3M | 3.43% | 152,063 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.0M | 3.25% | 14,544 | Trimmed |
| 11 | SPTM | SPDR SERIES TRUST | $6.9M | 3.23% | 87,634 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $4.5M | 2.08% | 45,569 | Added |
| 13 | SPTI | SPDR SERIES TRUST | $3.8M | 1.78% | 133,266 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.51% | 4,994 | Hold |
| 15 | SPTL | SPDR SERIES TRUST | $3.2M | 1.49% | 121,837 | Added |
| 16 | QQQ | INVESCO QQQ TR | $3.0M | 1.42% | 5,263 | Trimmed |
| 17 | XNTK | SPDR SERIES TRUST | $2.9M | 1.35% | 11,342 | Added |
| 18 | XLP | SELECT SECTOR SPDR TR | $2.3M | 1.07% | 27,866 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $2.2M | 1.05% | 3,758 | Hold |
| 20 | SPDW | SPDR INDEX SHS FDS | $2.2M | 1.04% | 48,865 | Added |
| 21 | SPAB | SPDR SERIES TRUST | $2.1M | 0.99% | 83,038 | Added |
| 22 | SPSB | SPDR SERIES TRUST | $1.6M | 0.73% | 51,753 | Added |
| 23 | BIL | SPDR SERIES TRUST | $1.5M | 0.70% | 16,314 | Trimmed |
| 24 | AGG | ISHARES TR | $1.4M | 0.64% | 13,886 | Hold |
| 25 | SJNK | SPDR SERIES TRUST | $1.3M | 0.60% | 51,791 | Added |
Source: SEC Form 13F filings · as of 2026-03-31