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 Management Group, LLC (CIK 2011342) reported $380.8M across 1,416 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($36.3M, 9.52%), DFGX ($32.5M, 8.53%), DFAU ($30.3M, 7.97%), VGIT ($23.8M, 6.25%), DFIC ($20.6M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $36.3M | 9.52% | 933,147 | Trimmed |
| 2 | DFGX | DIMENSIONAL ETF TRUST | $32.5M | 8.53% | 619,301 | Added |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $30.3M | 7.97% | 672,497 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $23.8M | 6.25% | 399,966 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $20.6M | 5.42% | 580,784 | Trimmed |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $19.4M | 5.09% | 561,409 | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $17.1M | 4.50% | 439,914 | Added |
| 8 | DFGR | DIMENSIONAL ETF TRUST | $16.2M | 4.24% | 608,166 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $14.3M | 3.76% | 143,388 | Trimmed |
| 10 | AVUV | AMERICAN CENTY ETF TR | $13.4M | 3.51% | 120,917 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $12.4M | 3.27% | 175,481 | Trimmed |
| 12 | DFSV | DIMENSIONAL ETF TRUST | $11.8M | 3.11% | 337,899 | Trimmed |
| 13 | MDYV | SPDR SERIES TRUST | $10.0M | 2.61% | 116,916 | Trimmed |
| 14 | DISV | DIMENSIONAL ETF TRUST | $9.0M | 2.37% | 229,074 | Trimmed |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $8.1M | 2.13% | 55,541 | Trimmed |
| 16 | AAPL | APPLE INC | $8.0M | 2.09% | 31,360 | Added |
| 17 | MUB | ISHARES TR | $7.1M | 1.86% | 66,780 | Trimmed |
| 18 | SUB | ISHARES TR | $5.2M | 1.36% | 48,573 | Added |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | $4.9M | 1.29% | 98,150 | Added |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $4.5M | 1.18% | 71,769 | Trimmed |
| 21 | VTIP | VANGUARD MALVERN FDS | $3.3M | 0.88% | 67,065 | Trimmed |
| 22 | IGIB | ISHARES TR | $2.7M | 0.72% | 51,271 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.6M | 0.68% | 10,656 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 0.66% | 38,982 | Trimmed |
| 25 | AVUS | AMERICAN CENTY ETF TR | $2.3M | 0.61% | 20,826 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31