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Portfolio (Quarterly) Guide ↗

Private Wealth Group, LLC

· CIK 0001512780
13F Portfolio $214.5B AUM 71 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 26 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SSO PROSHARES TR 3,792 $220K 0.10% SOLD
Sector Allocation
Financial Services 59.4%
Technology 10.7%
Industrials 8.9%
Communication Services 8.7%
Consumer Cyclical 3.3%
Healthcare 2.5%
Consumer Defensive 2.3%
Utilities 2.2%
Energy 2.0%