Private Wealth Management Group, LLC

Private Wealth Management Group, LLC reported 1,472 holdings worth US$431M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Private Wealth Management Group, LLC reported 1,472 holdings worth US$431M as of Jun 30, 2026. Largest: Apple Inc, Palantir Technologies Inc. and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).

Holdings
1,472
Value as reported
US$431M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc32,422US$9.38M2.2%
Palantir Technologies Inc.55,741US$6.5M1.5%
Nvidia Corporation12,892US$2.58M0.60%
Johnson & Johnson10,022US$2.55M0.59%
Microsoft Corp.5,690US$2.12M0.49%
Alphabet Inc (google) Class C5,707US$2.04M0.47%
Princeton Bancorp, Inc.37,741US$1.43M0.33%
Berkshire Hathaway Inc.2,806US$1.4M0.33%
Amazon.com, Inc.4,286US$1.02M0.24%
Applied Materials, Inc.1,234US$892K0.21%
Jp Morgan Chase & Co.2,407US$788K0.18%
Advanced Micro Devices Inc1,176US$683K0.16%
Broadcom Inc.1,554US$587K0.14%
Meta Platforms, Inc.1,041US$587K0.14%
Corning Incorporated2,289US$585K0.14%
Exxon Mobil Corporation4,135US$565K0.13%
Procter & Gamble Company (the)3,758US$551K0.13%
International Business Machines Corporation1,870US$526K0.12%
Caterpillar, Inc.448US$477K0.11%
Xpo, Inc.2,047US$420K0.10%
Home Depot, Inc. (the)1,094US$386K0.09%
Ge Vernova Inc.300US$352K0.08%
Bank Of America Corporation6,179US$352K0.08%
Ge Aerospace900US$336K0.08%
Cisco Systems, Inc.2,779US$326K0.08%
Merck & Company, Inc.2,491US$320K0.07%
Visa Inc.888US$305K0.07%
Eli Lilly And Company248US$297K0.07%
Abbvie Inc.1,170US$295K0.07%
Rtx Corporation1,520US$288K0.07%
Goldman Sachs Group, Inc. (the)279US$282K0.07%
Automatic Data Processing, Inc.1,227US$275K0.06%
Boeing Company (the)1,177US$255K0.06%
Walmart Inc.2,225US$252K0.06%
Warner Bros. Discovery, Inc. - Series A8,350US$223K0.05%
Costco Wholesale Corporation236US$220K0.05%
Intel Corporation1,513US$211K0.05%
Commvault Systems, Inc.1,459US$207K0.05%
Verizon Communications Inc.4,709US$199K0.05%
Walt Disney Company (the)2,052US$197K0.05%
O'reilly Automotive, Inc.2,115US$195K0.05%
Taiwan Semiconductor Manufacturing Co., Ltd.400US$191K0.04%
Mastercard Incorporated367US$188K0.04%
Tesla, Inc.441US$185K0.04%
Qualcomm Incorporated996US$184K0.04%
Firefly Aerospace Inc.6,106US$180K0.04%
Asml Holding Nv90US$179K0.04%
Dba Sempra1,881US$174K0.04%
Oracle Corporation1,160US$170K0.04%
American Express Company494US$167K0.04%
Chevron Corporation987US$164K0.04%
At&t Inc.7,554US$156K0.04%
Wells Fargo & Company1,813US$150K0.03%
Cvs Health Corporation1,405US$145K0.03%
Mcdonald's Corporation533US$144K0.03%
Unitedhealth Group Incorporated333US$138K0.03%
Conocophillips1,308US$136K0.03%
Western Digital Corporation203US$130K0.03%
Huntington Ingalls Industries, Inc.458US$128K0.03%
Blackrock, Inc.133US$128K0.03%
Tjx Companies, Inc. (the)842US$128K0.03%
Public Service Enterprise Group Incorporated1,504US$122K0.03%
Philip Morris International Inc641US$116K0.03%
Revvity, Inc.1,037US$115K0.03%
Toll Brothers, Inc.695US$115K0.03%
Nrg Energy, Inc.760US$111K0.03%
General Dynamics Corporation312US$111K0.03%
Kinross Gold Corporation4,624US$109K0.03%
Starbucks Corporation1,058US$108K0.03%
Ge Healthcare Technologies Inc.1,645US$105K0.02%
Expand Energy Corporation1,153US$105K0.02%
Cummins Inc.141US$101K0.02%
Blackstone Inc.848US$99,7850.02%
Dollar General Corporation673US$98,2400.02%
Freeport-mcmoran, Inc.1,546US$97,2280.02%
Autodesk, Inc.498US$96,8220.02%
Kenvue Inc.5,011US$95,7610.02%
Quest Diagnostics Incorporated442US$93,6820.02%
American International Group, Inc. New1,238US$92,2690.02%
Pfizer, Inc.3,822US$92,0380.02%
Range Resources Corporation2,457US$91,3760.02%
Lowe's Companies, Inc.414US$91,2830.02%
Huntington Bancshares Incorporated5,027US$89,1290.02%
Citigroup, Inc.629US$88,0360.02%
Mckesson Corporation115US$86,8940.02%
Lockheed Martin Corporation169US$86,3230.02%
Provident Financial Services, Inc3,639US$86,0200.02%
Dominion Energy, Inc.1,252US$85,5000.02%
Texas Instruments Incorporated287US$85,4310.02%
Deere & Company125US$79,2920.02%
Delta Air Lines, Inc.841US$78,7690.02%
Parker-hannifin Corporation72US$70,4250.02%
Netflix, Inc.982US$70,1150.02%
Corteva, Inc.815US$69,0230.02%
The Travelers Companies, Inc.205US$67,6750.02%
Booking Holdings Inc. Common Stock377US$67,1970.02%
Emcor Group, Inc.80US$66,3910.02%
Altria Group, Inc.915US$65,8350.02%
Marvell Technology, Inc.221US$65,8340.02%
Micron Technology, Inc.57US$65,7950.02%

Every holding of Private Wealth Management Group, LLC

Source

View original at SEC

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