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Alan Gilmore

Private Wealth Management Group, Llc

Assets Managed
$380.838M
Holdings
1426
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.72%(2Q avg: 2.39%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1426 positions.

Assets under management

The assets under management (AUM) of Private Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 380.838M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 2.39%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.14%
9.53%
$36.262M
933,147 shares@ $38.87 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 5.96%
8.53%
$32.483M
619,301 shares@ $52.46 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 17.19%
7.97%
$30.343M
672,497 shares@ $45.13 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 5.05%
6.26%
$23.818M
399,966 shares@ $59.56 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -2.59%
5.42%
$20.635M
580,784 shares@ $35.54 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.15%
5.1%
$19.397M
561,409 shares@ $34.56 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 9.27%
4.51%
$17.139M
439,914 shares@ $38.97 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 6.83%
4.25%
$16.165M
608,166 shares@ $26.59 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -0.21%
3.76%
$14.319M
143,388 shares@ $99.87 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.36%
3.51%
$13.358M
120,917 shares@ $110.47 avg price

1-10 of 1426