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Michael Anderson

Private Wealth Group, Llc

Assets Managed
$258.943M
Holdings
76
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
20.75%(2Q avg: 11.82%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Private Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 258.943M in assets, with a quarterly growth rate of 20.75% and a 2-quarter average growth rate of 11.82%. The portfolio is managed by Michael Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.62%
26.82%
$69.44M
790,173 shares@ $87.88 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 34.31%
9.69%
$25.076M
249,089 shares@ $100.68 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 27.56%
6.16%
$15.95M
549,817 shares@ $29.01 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 7.71%
5.2%
$13.46M
221,416 shares@ $60.8 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 22.46%
4.75%
$12.285M
57,736 shares@ $212.78 avg price
TDIV
Ft Nasdaq Tech Dvd Index Fd
Recent Activity
Decreased -2.04%
4.28%
$11.06M
96,271 shares@ $114.88 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 20.72%
4.09%
$10.586M
183,563 shares@ $57.67 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 13.32%
3.79%
$9.807M
145,167 shares@ $67.57 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -5.07%
2.92%
$7.552M
83,185 shares@ $90.79 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.24%
2.81%
$7.26M
14,509 shares@ $500.39 avg price

1-10 of 76