Institutional Fund
Private Wealth Management Group, LLC
Princeton, NJCIK 20113425 filings on record
Portfolio Value
$380.84M
Q1 2026
Holdings
1,426
Reported positions
New Buys
106
Opened this quarter
QoQ Change
+1.7%
from $374.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust9.5%
- Dimensional ETF Trust8.5%
- Dimensional ETF Trust8.0%
- Vanguard Scottsdale Fds6.3%
- Dimensional ETF Trust5.4%
- Dimensional ETF Trust5.1%
- Other57.2%
Portfolio Holdings
1,426 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 933.1K | $36.26M | 9.5% | −1.4K | Reduced |
| 2 | Dimensional ETF Trust | 619.3K | $32.48M | 8.5% | +34.8K | Added |
| 3 | Dimensional ETF Trust | 672.5K | $30.34M | 8.0% | +98.6K | Added |
| 4 | Vanguard Scottsdale Fds | 400.0K | $23.82M | 6.3% | +19.2K | Added |
| 5 | Dimensional ETF Trust | 580.8K | $20.64M | 5.4% | −15.5K | Reduced |
| 6 | Dimensional ETF Trust | 561.4K | $19.40M | 5.1% | +821 | Added |
| 7 | Dimensional ETF Trust | 439.9K | $17.14M | 4.5% | +37.3K | Added |
| 8 | Dimensional ETF Trust | 608.2K | $16.17M | 4.2% | +38.8K | Added |
| 9 | American Centy ETF Tr | 143.4K | $14.32M | 3.8% | −312 | Reduced |
| 10 | American Centy ETF Tr | 120.9K | $13.36M | 3.5% | +6.1K | Added |
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