PFG Private Wealth Management, LLC: 13F holdings
CIK 17999572026Q2
| Positions | 75 |
|---|
| Reported value | $230.8m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 75 (+1 vs prior quarter) |
|---|
| Reported value | $230.8m (-2.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 40,575 | $30.4m | 13.2% |
| SPYG SPDR SERIES TRUST | 206,213 | $24.5m | 10.6% |
| VEA VANGUARD TAX-MANAGED FDS | 339,630 | $24.2m | 10.5% |
| VYM VANGUARD WHITEHALL FDS | 81,983 | $13.0m | 5.6% |
| IBDZ ISHARES TR | 491,365 | $12.8m | 5.5% |
| IBDX ISHARES TR | 507,215 | $12.8m | 5.5% |
| IBDV ISHARES TR | 569,999 | $12.4m | 5.4% |
| IBDW ISHARES TR | 578,995 | $12.1m | 5.2% |
| ISHARES TR | 452,389 | $11.6m | 5.0% |
| MGV VANGUARD WORLD FD | 65,983 | $10.8m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1799957")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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