DOSSIER · 13F-HR · Q1 2026
Private Advisory Group LLC
$1.5B in tracked AUM across 411 positions as of Q1 2026.
PA
CIK 0001632965 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Private Advisory Group LLC has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 127.3%, growing from approximately $561.54 million to $1.28 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, a strong performance of existing assets, or a combination of both.
The portfolio consists of 382 holdings, indicati...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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