PFG Private Wealth Management, LLC
PFG Private Wealth Management, LLC reported 75 positions worth $230.8M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $30.4M | 13.17% | 40,575 | — | — | |
| ▸ 2 | SPYG | SH | $24.5M | 10.63% | 206,213 | — | — | |
| ▸ 3 | VEA | SH | $24.2M | 10.48% | 339,630 | — | — | |
| ▸ 4 | VYM | SH | $13.0M | 5.61% | 81,983 | — | — | |
| ▸ 5 | IBDZ | SH | $12.8M | 5.55% | 491,365 | — | — | |
| ▸ 6 | IBDX | SH | $12.8M | 5.54% | 507,215 | — | — | |
| ▸ 7 | IBDV | SH | $12.4M | 5.38% | 569,999 | — | — | |
| ▸ 8 | IBDW | SH | $12.1M | 5.23% | 578,995 | — | — | |
| ▸ 9 | 46436E134 | SH | $11.6M | 5.05% | 452,389 | — | — | |
| ▸ 10 | MGV | SH | $10.8M | 4.67% | 65,983 | — | — |
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Frequently Asked Questions
What stocks does PFG Private Wealth Management, LLC hold as of Q2 2026?
PFG Private Wealth Management, LLC reported 75 positions worth $230.8M in its Q2 2026 13F filing. Largest positions: IVV (13.2%), SPYG (10.6%), VEA (10.5%), VYM (5.6%) and IBDZ (5.5%).
What did PFG Private Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PFG Private Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.