Institutions / PFG Private Wealth Management, LLC
PFG Private Wealth Management, LLC
CIK 1799957 · Institution · as of Dec 31, 2025
Portfolio value
$228.58M
Positions
74
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 74 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $31.12M | 13.6% |
| SPDR Series Trust | $25.31M | 11.1% |
| Vanguard Tax-Managed Fds | $23.38M | 10.2% |
| iShares Tr | $12.94M | 5.7% |
| iShares Tr | $12.83M | 5.6% |
| iShares Tr | $12.69M | 5.5% |
| iShares Tr | $12.68M | 5.5% |
| iShares Tr | $12.11M | 5.3% |
| Vanguard Whitehall Fds | $9.67M | 4.2% |
| iShares Tr | $8.14M | 3.6% |
| iShares Tr | $8.02M | 3.5% |
| iShares Tr | $7.96M | 3.5% |
| Vanguard World Fd | $7.03M | 3.1% |
| iShares MSCI UAE ETF | $6.79M | 3.0% |
| iShares Tr | $4.77M | 2.1% |
| iShares Tr | $4.37M | 1.9% |
| Berkshire Hathaway Inc Del | $3.02M | 1.3% |
| Microsoft Corp | $2.23M | 1.0% |
| Apple Inc. | $1.68M | 0.7% |
| SPDR S&P 500 ETF Tr | $1.08M | 0.5% |
| NVIDIA Corp | $1.07M | 0.5% |
| Warren E. Buffett | $813.3K | 0.4% |
| Netflix Inc | $735.6K | 0.3% |
| ELI LILLY & Co | $653.6K | 0.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $643.0K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.