Institutional Fund
Private Wealth Group, LLC
Tampa, FLCIK 15127806 filings on record
Portfolio Value
$214.45M
Q1 2026
Holdings
71
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.9%
from $208.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust27.2%
- Ishares Tr8.7%
- Spdr Series Trust5.9%
- Spdr Series Trust5.4%
- First Tr Exchange Traded Fd4.3%
- Invesco Exchange Traded Fd T4.2%
- Other44.3%
Portfolio Holdings
71 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 762.6K | $58.37M | 27.2% | +19.6K | Added |
| 2 | Ishares Tr | 185.5K | $18.67M | 8.7% | +41.8K | Added |
| 3 | Spdr Series Trust | 431.1K | $12.58M | 5.9% | +26.5K | Added |
| 4 | Spdr Series Trust | 205.6K | $11.63M | 5.4% | +7.1K | Added |
| 5 | First Tr Exchange Traded Fd | 98.3K | $9.20M | 4.3% | +4.0K | Added |
| 6 | Invesco Exchange Traded Fd T | 47.1K | $9.05M | 4.2% | +1.8K | Added |
| 7 | Spdr Series Trust | 128.1K | $7.59M | 3.5% | +1.5K | Added |
| 8 | Spdr Series Trust | 51.4K | $7.50M | 3.5% | +1.3K | Added |
| 9 | Spdr Series Trust | 152.1K | $7.35M | 3.4% | +2.0K | Added |
| 10 | Berkshire Hathaway Inc Del | 14.5K | $6.97M | 3.2% | −34 | Reduced |
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