13F Filings History of Private Wealth Management Group, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$374,405,586
Signature - Title
Alan Gilmore - Attorney
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by Private Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Private Wealth Management Group, LLC reported 1466 stock holdings with total value $374,405,586 as of Q4 2025. Top holdings included DFAC, DFGX, DFAU, VGIT, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,466 $374,405,586 +$13,842,542 -$9,386,324 +$4,456,218 DFAC, DFGX, DFAU, VGIT, DFIC 13F-HR 23 Jan 2026, 11:39
Q3 2025 1,480 $363,301,164 +$43,387,981 -$3,246,019 +$40,141,962 DFAC, DFGX, DFAU, VGIT, DFIC 13F-HR 17 Oct 2025, 14:48
Q2 2025 1,489 $301,007,031 +$16,579,175 -$7,051,314 +$9,527,861 DFAC, VGIT, DFIC, DFAU, DFEM 13F-HR 29 Jul 2025, 12:50
Q1 2025 1,479 $270,975,034 +$19,730,397 -$7,681,468 +$12,048,929 DFAC, VGIT, DFIC, DFGR, DFEM 13F-HR 02 May 2025, 12:45
Q4 2024 1,509 $261,238,574 +$19,817,530 -$7,909,517 +$11,908,013 DFAC, VGIT, DFIC, DFSV, DFUS 13F-HR 27 Jan 2025, 15:26
Q3 2024 1,497 $253,228,019 +$10,850,781 -$4,435,952 +$6,414,829 DFAC, VGIT, DFIC, DFSV, DFGR 13F-HR 29 Oct 2024, 14:12
Q2 2024 1,497 $230,851,887 +$19,061,032 -$7,805,772 +$11,255,260 DFAC, VGIT, DFIC, DFSV, DFUS 13F-HR 13 Aug 2024, 10:28
Q1 2024 1,501 $220,746,831 +$18,884,894 -$9,272,654 +$9,612,240 DFAC, DFSV, VGIT, DFIC, DISV 13F-HR 30 Apr 2024, 11:03
Q4 2023 1,519 $203,509,186 $0 $0 $0 DFAC, DFSV, VGIT, DFIC, MDYV 13F-HR 08 Feb 2024, 16:33