Private Wealth Group, LLC Top Holdings and 13F Report (2026) About Private Wealth Group, LLCInvestment ActivityPrivate Wealth Group, LLC has $214.45 million in total holdings as of March 31, 2026.Private Wealth Group, LLC owns shares of 71 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Private Wealth Group, LLC has purchased 67 new stocks and bought additional shares in 26 stocks.Private Wealth Group, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $58,372,083iShares 0-3 Month Treasury Bond ETF $18,669,008SPDR Portfolio Short Term Treasury ETF $12,578,199SPDR Portfolio S&P 500 Value ETF $11,631,377First Trust NASDAQ Technology Dividend Index Fund $9,204,952 Largest New Holdings this Quarter 46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $251,839 Holding464287614 - iShares Russell 1000 Growth ETF $239,637 Holding437076102 - Home Depot $220,356 Holding92189F106 - VanEck Gold Miners ETF $213,732 Holding149123101 - Caterpillar $204,745 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 41,757 shares (about $4.20M)SPDR Portfolio S&P 500 ETF 19,612 shares (about $1.50M)SPDR Portfolio Short Term Treasury ETF 26,514 shares (about $773.68K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 5,974 shares (about $472.30K)SPDR Portfolio S&P 500 Value ETF 7,059 shares (about $399.40K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 1,615 shares (about $148.00K)Invesco QQQ 65 shares (about $37.52K)Consumer Staples Select Sector SPDR Fund 364 shares (about $29.84K)Technology Select Sector SPDR Fund 159 shares (about $21.13K)GE Aerospace 62 shares (about $17.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrivate Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$58,372,083$1,501,102 ▲2.6%762,63527.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$18,669,008$4,203,260 ▲29.1%185,4668.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$12,578,199$773,678 ▲6.6%431,0565.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$11,631,377$399,398 ▲3.6%205,5745.4%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$9,204,952$374,544 ▲4.2%98,2814.3%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$9,048,884$343,347 ▲3.9%47,1494.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$7,586,556$91,436 ▲1.2%128,1083.5%ETFSDYSPDR S&P Dividend ETF$7,495,551$188,261 ▲2.6%51,3613.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$7,347,672$97,993 ▲1.4%152,0633.4%ETFBRK.BBerkshire Hathaway$6,969,364$16,293 ▼-0.2%14,5443.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$6,928,324$472,303 ▲7.3%87,6343.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,461,661$111,715 ▲2.6%45,5692.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,819,404$340,338 ▲9.8%133,2661.8%ETFSPYSPDR S&P 500 ETF Trust$3,247,7980.0%4,9941.5%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$3,204,313$280,069 ▲9.6%121,8371.5%ETFQQQInvesco QQQ$3,037,698$37,517 ▼-1.2%5,2631.4%FinanceXNTKSPDR NYSE Technology ETF$2,895,386$150,615 ▲5.5%11,3421.4%ETFXLPConsumer Staples Select Sector SPDR Fund$2,284,455$29,841 ▼-1.3%27,8661.1%ETFVOOVanguard S&P 500 ETF$2,245,5930.0%3,7581.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,230,687$43,687 ▲2.0%48,8651.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,127,434$79,191 ▲3.9%83,0381.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,556,213$48,713 ▲3.2%51,7530.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,495,015$147,999 ▼-9.0%16,3140.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,378,4630.0%13,8860.6%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,293,739$59,153 ▲4.8%51,7910.6%ETFXLUUtilities Select Sector SPDR Fund$1,274,3650.0%27,7700.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,163,8260.0%1,8870.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,154,4250.0%17,0950.5%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,130,7240.0%22,3950.5%ManufacturingMGVVanguard Mega Cap Value ETF$1,065,9620.0%7,3540.5%ETFAAPLApple$1,064,8170.0%4,1960.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$996,7480.0%10,2620.5%FinanceGOOGAlphabet$915,5370.0%3,1920.4%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$888,4700.0%2,4180.4%ETFVOVanguard Mid-Cap ETF$797,7860.0%2,7780.4%ETFIWMiShares Russell 2000 ETF$766,5680.0%3,0910.4%FinanceMMM3M$757,9550.0%5,2190.4%Multi-Sector ConglomeratesBIVVanguard Intermediate-Term Bond ETF$740,6960.0%9,5970.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$700,742$35,417 ▲5.3%14,9380.3%ETFVEAVanguard FTSE Developed Markets ETF$599,5320.0%9,3560.3%ETFHEI.AHeico$492,4730.0%2,3330.2%AerospaceIVViShares Core S&P 500 ETF$489,2540.0%7490.2%ETFVIGVanguard Dividend Appreciation ETF$449,906$82,368 ▲22.4%2,0920.2%ETFXLEEnergy Select Sector SPDR Fund$440,2760.0%7,1870.2%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$416,4810.0%14,1180.2%ETFMSFTMicrosoft$373,9600.0%1,0100.2%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$365,620$15,428 ▲4.4%10,9010.2%ETFWFCWells Fargo & Company$359,3910.0%4,5140.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$348,377$16,347 ▲4.9%14,9390.2%ETFABBVAbbVie$336,7700.0%1,5480.2%MedicalPMPhilip Morris International$314,9420.0%1,9050.1%Consumer StaplesVSTVistra$300,510$1,203 ▼-0.4%1,9990.1%UtilitiesJMSTJPMorgan Ultra-Short Municipal ETF$282,633$4,843 ▲1.7%5,5440.1%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$281,915$4,591 ▲1.7%5,5880.1%ETFEEMiShares MSCI Emerging Markets ETF$281,6780.0%4,9600.1%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$280,573$4,384 ▲1.6%5,3760.1%ETFMUBiShares National Muni Bond ETF$279,387$3,609 ▲1.3%2,6320.1%ETFKMIKinder Morgan$272,3640.0%8,1230.1%EnergyGOOGLAlphabet$251,8860.0%8760.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$251,839$251,839 ▲New Holding4,5360.1%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$250,8210.0%7,7390.1%ETFIWFiShares Russell 1000 Growth ETF$239,637$239,637 ▲New Holding5620.1%ETFVWOVanguard FTSE Emerging Markets ETF$238,8470.0%4,4190.1%ETFGEGE Aerospace$231,556$17,594 ▼-7.1%8160.1%AerospaceXLKTechnology Select Sector SPDR Fund$230,050$21,131 ▼-8.4%1,7310.1%ETFMARMarriott International$228,9490.0%7000.1%Consumer DiscretionaryHDHome Depot$220,356$220,356 ▲New Holding6700.1%Retail/WholesaleGDXVanEck Gold Miners ETF$213,732$213,732 ▲New Holding2,3290.1%ETFCATCaterpillar$204,745$204,745 ▲New Holding2890.1%IndustrialsVGTVanguard Information Technology ETF$201,6410.0%2890.1%ETFCSQCalamos Strategic Total Return Fund$195,2360.0%11,4040.1%Financial ServicesSSOProShares Ultra S&P500$0$219,633 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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