Private Wealth Group, LLC reported 76 holdings worth US$259M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Private Wealth Group, LLC reported 76 holdings worth US$259M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$259M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 14,509 | US$7.26M | 2.8% |
| Alphabet Inc (google) Class C | 4,082 | US$1.46M | 0.56% |
| Apple Inc | 4,267 | US$1.23M | 0.48% |
| Eli Lilly And Company | 873 | US$1.05M | 0.40% |
| 3m Company | 5,219 | US$845K | 0.33% |
| Heico Corporation | 2,333 | US$602K | 0.23% |
| Ge Aerospace | 1,316 | US$492K | 0.19% |
| Abbvie Inc. | 1,548 | US$390K | 0.15% |
| Ge Vernova Inc. | 328 | US$385K | 0.15% |
| Microsoft Corp. | 1,010 | US$377K | 0.15% |
| Wells Fargo & Company | 4,514 | US$373K | 0.14% |
| Philip Morris International Inc | 1,905 | US$345K | 0.13% |
| Vistra Corp. | 1,999 | US$317K | 0.12% |
| Caterpillar, Inc. | 291 | US$310K | 0.12% |
| Bank Of America Corporation | 4,993 | US$285K | 0.11% |
| Marriott International | 702 | US$260K | 0.10% |
| Kinder Morgan, Inc. | 8,128 | US$260K | 0.10% |
| Nvidia Corporation | 1,131 | US$226K | 0.09% |
| Sila Realty Trust, Inc. | 6,888 | US$209K | 0.08% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |