Private Wealth Management Group, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location princeton, NJCIK 0002011342All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,426 | $380.84M | DFAC, DFGX, DFAU, VANGUARD SCOTTSDALE FDS | 13F-HR | Apr 23, 2026 | 000201134226000002 | ||
1,466 | $374.41M | DFAC, DFGX, DFAU, VANGUARD SCOTTSDALE FDS | 13F-HR | Jan 23, 2026 | 000201134226000001 | ||
1,480 | $363.3M | DFAC, DFGX, DFAU, VANGUARD SCOTTSDALE FDS | 13F-HR | Oct 17, 2025 | 000201134225000006 | ||
1,489 | $301.01M | DFAC, VANGUARD SCOTTSDALE FDS, DFIC, DFAU | 13F-HR | Jul 29, 2025 | 000201134225000004 | ||
1,479 | $270.98M | DFAC, VANGUARD SCOTTSDALE FDS, DFIC, DFGR | 13F-HR | May 2, 2025 | 000201134225000003 | ||
1,509 | $261.24M | DFAC, VANGUARD SCOTTSDALE FDS, DFIC, DFSV | 13F-HR | Jan 27, 2025 | 000201134225000001 | ||
1,498 | $253.23M | DFAC, VANGUARD SCOTTSDALE FDS, DFIC, DFSV | 13F-HR | Oct 29, 2024 | 000201134224000005 | ||
1,496 | $230.86M | DFAC, VANGUARD SCOTTSDALE FDS, DFIC, DFSV | 13F-HR | Aug 13, 2024 | 000201134224000003 | ||
1,500 | $220.75M | DFAC, DFSV, VANGUARD SCOTTSDALE FDS, DFIC | 13F-HR | Apr 30, 2024 | 000201134224000002 | ||
1,518 | $203.51M | DFAC, DFSV, VANGUARD SCOTTSDALE FDS, DFIC | 13F-HR | Feb 8, 2024 | 000201134224000001 |