Private Wealth Management Group, LLC — 13F holdings

Private Wealth Management Group, LLC reported 1,521 holdings worth $445M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. DFAU DIMENSIONAL ETF TRUST — $43.6M (9.8%)
  2. DIMENSIONAL ETF TRUST — $40.0M (9.0%)
  3. DFGX DIMENSIONAL ETF TRUST — $35.3M (7.9%)
  4. DFAI DIMENSIONAL ETF TRUST — $26.1M (5.9%)
  5. VGIT VANGUARD SCOTTSDALE FDS — $25.1M (5.7%)
  6. DFEM DIMENSIONAL ETF TRUST — $22.5M (5.1%)
  7. DFIC DIMENSIONAL ETF TRUST — $20.5M (4.6%)
  8. DFGR DIMENSIONAL ETF TRUST — $17.6M (4.0%)
  9. AVDV AMERICAN CENTY ETF TR — $17.5M (3.9%)
  10. DFUS DIMENSIONAL ETF TRUST — $14.3M (3.2%)