Private Advisory Group LLC

CIK 0001632965 · Q2 2026

13F Equity AUM

$1.9B

+21.6% QoQ

Positions

287

-272 QoQ

AUM Rank

#2,432

Top 19%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,059 · Top 37%

vs S&P -0.2%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 19.0%Top 10: 31.7%Top 20: 45.8%

NVDA4.7%

AAPL4.4%

GOOG3.9%

TSLA3.0%

MSFT3.0%

NDQ3.0%

AMZN2.9%

MU2.8%

EWY2.1%

INTC2.0%

Others (277)68.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 287Median: 0.08%Avg: 0.35%

0–0.5%

226(24.6%)

0.5–1%

38(26.4%)

1–3%

20(36.0%)

3–5%

3(13.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 287vs 20 funds

0%Low

287

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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