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Private Wealth Management Group, LLC
Private Wealth Management Group, LLC is a registered investment advisory firm headquartered in Princeton, New Jersey. It is incorporated in NJ and files regular reports with the SEC (CIK: 0002011342). The firm serves primarily high net worth individuals, as well as a small number of charitable organizations. The company appears to be a boutique wealth management firm with a small team size, focusing on individualized client solutions and financial planning.
Investment Strategy
The firm primarily manages non-discretionary assets for high net worth individuals. Its strategy centers on client-directed investment management, helping clients structure and oversee diversified portfolios. AUM breakdown shows that $743.1 million serves high net worth individuals, with smaller allocations to other client types. There is no evidence of proprietary products or pooled vehicles; the firm focuses on wealth preservation, customized planning, and growth for personal and family accounts.
Latest 13F Filing Activity
Private Wealth Management Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,463 equity positions with a total 13F market value of $363M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Private Wealth Management Group, LLC reduced exposure to Ishares TR, SPDR Series Trust, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (1,463)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 9.86% | $35.8M | 928,761 | $29.73 | $38.57 | +$2.7M |
D DFGX | DIMENSIONAL ETF TRUST | 8.07% | $29.3M | 543,500 | $53.96 | $53.96 | +$29.3M |
D DFAU | DIMENSIONAL ETF TRUST | 6.57% | $23.9M | 521,724 | $40.97 | $45.76 | +$6.1M |
V VGIT | VANGUARD SCOTTSDALE FDS | 5.92% | $21.5M | 358,265 | $59.15 | $60.03 | +$1.1M |
D DFIC | DIMENSIONAL ETF TRUST | 5.40% | $19.6M | 598,683 | $25.79 | $32.79 | +$1.0M |
Industry Allocation
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