SEC Form 13F

Private Wealth Management Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$431,022,761
Positions1,455

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$41,247,836929,843
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$36,624,227708,536
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$34,067,000635,640
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$24,358,290412,992
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$22,374,638550,557
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$21,518,023577,510
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$19,078,332462,505
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$17,922,262618,649
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$14,339,306139,149
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$14,242,304114,158

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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