Private Wealth Group
Private Wealth Group reported 72 stocks worth $263M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYM (27.9%), SGOV (13.1%) and SPTS (6.4%). Compared with Q2 2026, the fund opened new positions in MRK, GDX and AXIL, added to SPYM, SGOV and SPTS, trimmed BRK.B, QQQ and SPY and sold out of SPTI, SPTL and BIL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $73.4M | 27.9% | 818K | +27K (+3%) | 8 of 8 | |
| 2 |  SGOV Ishares TR | $34.3M | 13.1% | 341K | +92K (+37%) | 4 of 8 | |
| 3 |  SPTS Spdr Series Trust | $16.8M | 6.4% | 585K | +36K (+6%) | 8 of 8 | |
| 4 |  SPYV State Street | $14.8M | 5.6% | 242K | +20K (+9%) | 8 of 8 | |
| 5 |  RSP Invesco Exchange Traded FD T | $12.5M | 4.8% | 60K | +2,210 (+4%) | 8 of 8 | |
| 6 |  TDIV First Trust | $11.1M | 4.2% | 99K | +2,373 (+2%) | 8 of 8 | |
| 7 |  SPSM State Street | $10M | 3.8% | 189K | +5,177 (+3%) | 8 of 8 | |
| 8 |  SPMD State Street | $9.4M | 3.6% | 150K | +4,478 (+3%) | 8 of 8 | |
| 9 |  SPTM Spdr Series Trust | $8.6M | 3.3% | 93K | +10K (+12%) | 8 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $7.2M | 2.7% | 14K | −42 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPTI Spdr Series Trust | $3.9M | 139K |
 SPTL Spdr Series Trust | $3.8M | 144K |
 BIL ST Stert Spdr Blmbg 1 3 | $1.3M | 14K |
 SPIB Spdr Series Trust | $433K | 13K |
 VST Vistra Corp | $317K | 1,999 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Private Wealth Group 13F FAQ
What does Private Wealth Group own?
Private Wealth Group reported 72 stocks worth $263M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYM (27.9%), SGOV (13.1%) and SPTS (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Private Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 21 added to, 14 trimmed and 7 sold out. New positions include MRK, GDX and AXIL. It sold all of SPTI, SPTL and BIL.
When will Private Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Private Wealth Group's portfolio worth?
The Q3 2026 filing reports $263M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.