13F Filings History of Private Wealth Group, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$208,456,187
Signature - Title
Michael Anderson - Principal
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Private Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Private Wealth Group, LLC reported 67 stock holdings with total value $208,456,187 as of Q4 2025. Top holdings included SPYM, SGOV, SPTS, SPYV, and TDIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 67 $208,456,187 +$22,155,488 -$16,214,115 +$5,941,373 SPYM, SGOV, SPTS, SPYV, TDIV 13F-HR 12 Jan 2026, 11:44
Q3 2025 67 $200,981,520 +$15,370,997 -$12,631,960 +$2,739,037 SPLG, BIL, SPTS, SPYV, TDIV 13F-HR 22 Oct 2025, 12:13
Q2 2025 63 $188,020,379 +$16,467,580 -$8,017,797 +$8,449,783 SPLG, BIL, TDIV, SPYV, RSP 13F-HR 22 Jul 2025, 10:59
Q1 2025 58 $170,103,597 +$4,234,221 -$36,283,243 -$32,049,022 SPLG, BIL, RSP, SPYV, SPMD 13F-HR 16 Apr 2025, 14:12
Q4 2024 65 $204,537,099 +$7,827,176 -$1,610,546 +$6,216,630 SPLG, BIL, SPYV, BRKB, RSP 13F-HR 17 Jan 2025, 16:28
Q3 2024 63 $200,046,635 +$6,224,499 -$8,286,372 -$2,061,873 SPLG, BIL, SPYV, BRKB, RSP 13F-HR 28 Oct 2024, 20:07
Q2 2024 59 $190,397,869 +$710,851 -$4,383,657 -$3,672,806 SPLG, BIL, SPYV, BRKB, RSP 13F-HR 24 Jul 2024, 12:19
Q1 2024 60 $192,942,381 +$8,835,117 -$2,399,791 +$6,435,326 SPLG, BIL, SPYV, BRKB, RSP 13F-HR 25 Apr 2024, 14:28
Q4 2023 55 $176,230,589 +$22,742,602 -$11,743,128 +$10,999,474 SPLG, BIL, SPYV, BRKB, RSP 13F-HR 26 Jan 2024, 15:21
Q3 2023 52 $152,627,639 +$65,113,409 -$5,463,320 +$59,650,089 SPLG, BIL, SPYV, BRKB, SDY 13F-HR 14 Nov 2023, 11:22
Q2 2023 51 $97,160,895 +$22,932,778 -$1,285,518 +$21,647,260 SPLG, BIL, SPYV, BRKB, VTV 13F-HR 10 Aug 2023, 11:47
Q1 2023 51 $72,680,262 +$6,778,716 -$6,499,671 +$279,045 SPLG, BRKB, VTV, XLP, SPYV 13F-HR 01 May 2023, 20:58
Q4 2022 55 $70,440,613 +$12,221,231 -$11,820,964 +$400,267 SPLG, BRKB, XLP, SPYV, SPTS 13F-HR 06 Feb 2023, 15:31
Q3 2022 40 $63,983,000 +$3,486,707 -$15,703,373 -$12,216,666 RSPS, SPLG, BRKB, XLP, SPYV 13F-HR 12 Oct 2022, 16:27
Q2 2022 42 $80,776,000 +$4,147,831 -$43,509,677 -$39,361,846 SPLG, RSPS, BRKB, SPYV, SPMD 13F-HR 13 Jul 2022, 14:06
Q1 2022 46 $135,907,000 +$5,796,012 -$13,871,992 -$8,075,980 SPLG, SPTS, RSPS, SPMD, TDIV 13F-HR 13 Apr 2022, 11:07
Q4 2021 41 $147,558,000 +$4,146,966 -$19,805,140 -$15,658,174 SPLG, SPTS, RSPS, TDIV, SPMD 13F-HR 18 Jan 2022, 12:40
Q3 2021 39 $151,444,000 +$3,671,145 -$2,027,321 +$1,643,824 SPLG, SPTS, RSPS, TDIV, SPTI 13F-HR 27 Oct 2021, 13:11
Q2 2021 38 $151,146,000 +$8,758,795 -$4,253,327 +$4,505,468 SPLG, SPTS, RSPS, TDIV, SPTI 13F-HR 06 Aug 2021, 11:20
Q1 2021 35 $140,018,000 +$22,805,060 -$8,795,274 +$14,009,786 SPLG, SPTS, RSPS, SPTI, TDIV 13F-HR 03 May 2021, 16:06
Q4 2020 34 $120,075,000 +$4,253,517 -$18,693,237 -$14,439,720 SPLG, SPTS, RSPS, SPTI, TDIV 13F-HR 01 Feb 2021, 14:50
Q3 2020 32 $123,316,000 +$37,660,398 -$40,065,163 -$2,404,765 SPLG, SPTS, SPTI, RSPS, TDIV 13F-HR 06 Nov 2020, 12:49
Q2 2020 27 $121,808,000 +$36,034,215 -$4,583,899 +$31,450,316 SPTS, SPTI, SPLG, META, VPU 13F-HR 31 Jul 2020, 14:06
Q1 2020 27 $85,102,000 +$72,277,294 -$71,947,994 +$329,300 SPTS, SPTI, SPLG, GBCI, META 13F-HR 12 May 2020, 16:11
Q4 2019 31 $96,142,000 +$19,486,921 -$40,671,993 -$21,185,072 SPY, EFA, SSO, XLP, JNK 13F-HR 21 Jan 2020, 14:12
Q3 2019 31 $111,660,000 +$3,338,526 -$2,793,190 +$545,336 SPY, PZA, SSO, XLP, IEF 13F-HR 15 Oct 2019, 11:16
Q2 2019 26 $109,837,000 +$15,772,482 -$18,790,567 -$3,018,085 SPY, PZA, SSO, XLP, IEF 13F-HR 30 Jul 2019, 12:00
Q1 2019 27 $109,042,000 +$61,278,135 -$58,630,569 +$2,647,566 SPY, IEF, PZA, XLP, JNK 13F-HR 25 Apr 2019, 12:39
Q4 2018 21 $99,972,000 +$67,343,308 -$54,133,516 +$13,209,792 IEF, SHY, TFI, AGG, ITM 13F-HR 07 Feb 2019, 14:23
Q3 2018 24 $97,103,000 +$19,603,290 -$30,723,235 -$11,119,945 SPY, SSO, XLP, JNK, SHY 13F-HR 13 Nov 2018, 17:00
Q2 2018 26 $104,940,000 +$57,549,116 -$13,429,686 +$44,119,430 SPY, PZA, SSO, SHY, JNK 13F-HR 07 Mar 2019, 12:43
Q1 2018 18 $58,826,000 +$17,797,894 -$44,402,896 -$26,605,002 EFA, SPY, SSO, META, HYD 13F-HR 07 Mar 2019, 12:39
Q4 2017 23 $86,764,000 $0 $0 $0 SPY, SSO, JNK, XLP, MDY 13F-HR 07 Mar 2019, 12:34