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Latest Private Wealth Group, LLC Stock Portfolio

Private Wealth Group, LLC Performance:
2026 Q1: -2.02%YTD: -2.02%2025: 11.27%
Performance for 2026 Q1 is -2.02%, and YTD is -2.02%, and 2025 is 11.27%.

About Private Wealth Group, LLC and 13F Hedge Fund Stock Holdings

Private Wealth Group, LLC is a hedge fund based in Tampa, FL. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Private Wealth Group, LLC reported an equity portfolio of $214.5 Millions as of 31 Mar, 2026.

The top stock holdings of Private Wealth Group, LLC are BIL, DMXF, BIL. The fund has invested 27.2% of it's portfolio in SPDR SERIES TRUST and 8.7% of portfolio in ISHARES TR.

The fund managers got completely rid off PROSHARES TR (BIB) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and GE AEROSPACE (GE). Private Wealth Group, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, ISHARES TR (IJR) and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VANGUARD SPECIALIZED FUNDS (VIG) and SPDR SERIES TRUST (BIL).

Private Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Private Wealth Group, LLC made a return of -2.02% in the last quarter. In trailing 12 months, it's portfolio return was 10.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f251,839
ishares tr239,637
home depot inc220,356
vaneck etf trust213,732
caterpillar inc204,745
New stocks bought by Private Wealth Group, LLC

Additions

Ticker% Inc.
ishares tr29.06
vanguard specialized funds22.41
spdr series trust9.78
spdr series trust9.58
spdr series trust7.32
spdr series trust6.55
spdr series trust5.49
spdr index shs fds5.32
Additions to existing portfolio by Private Wealth Group, LLC

Reductions

Ticker% Reduced
spdr series trust-9.01
select sector spdr tr-8.41
ge aerospace-7.06
select sector spdr tr-1.29
invesco qqq tr-1.22
vistra corp-0.4
berkshire hathaway inc del-0.23
Private Wealth Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
proshares tr-219,633
Private Wealth Group, LLC got rid off the above stocks

Sector Distribution

Private Wealth Group, LLC has about 97.1% of it's holdings in Others sector.

Sector%
Others97.1

Market Cap. Distribution

Private Wealth Group, LLC has about 2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED97.1
MEGA-CAP2

Stocks belong to which Index?

About 2.6% of the stocks held by Private Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others97.4
S&P 5002.6
Top 5 Winners (%)%
XLB
select sector spdr tr
37.0 %
KMI
kinder morgan inc del
22.0 %
XLB
select sector spdr tr
7.5 %
XLB
select sector spdr tr
5.5 %
MAR
marriott intl inc new
5.4 %
Top 5 Winners ($)$
BIL
spdr series trust
0.3 M
BIL
spdr series trust
0.2 M
BIL
spdr series trust
0.2 M
XLB
select sector spdr tr
0.1 M
XLB
select sector spdr tr
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.5 %
HEI
heico corp new
-16.4 %
WFC
wells fargo & co
-14.6 %
EDV
vanguard world fd
-11.0 %
calamos strategic total retu
-10.8 %
Top 5 Losers ($)$
BIL
spdr series trust
-2.8 M
BIL
spdr series trust
-0.4 M
berkshire hathaway inc del
-0.3 M
AIRR
first tr exchange traded fd
-0.3 M
BIL
spdr series trust
-0.3 M

Private Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Private Wealth Group, LLC

Private Wealth Group, LLC has 71 stocks in it's portfolio. About 69.4% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Private Wealth Group, LLC last quarter.

Last Reported on: 23 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions