DWM Financial Group
PRIV icon

DWM Financial Group’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

DWM Financial Group’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$633K Buy
+26,325
New +$651K 0.5% 31

Other funds holding PRIV

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Reflection Asset Management
Reflection Asset Management Isle Of Palms, South Carolina $241M AUM 38.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Zullo Investment Group
Zullo Investment Group Scranton, Pennsylvania $310M AUM 32.01% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

DWM Financial Group's PRIV Position: Q3 2026 in Review

DWM Financial Group opened a new position in State Street IG Public & Private Credit ETF (PRIV) in Q3 2026: 26,325 shares worth $633K. The stake represents 0.5% of the portfolio and ranks #31 among its holdings.

14 funds tracked by Wall St. Rank hold PRIV as of Q3 2026.

  • DWM Financial Group held 26,325 shares of State Street IG Public & Private Credit ETF worth $633K as of Q3 2026.
  • State Street IG Public & Private Credit ETF was a new DWM Financial Group position in Q3 2026.
  • State Street IG Public & Private Credit ETF made up 0.5% of DWM Financial Group's portfolio in Q3 2026, its #31 holding.
  • 14 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2026.

Based on DWM Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.