account_balance

Investment manager · 13F filer · SEC CIK 2052904

PMG Wealth Management, Inc.

Reported value$168Mas of Sep 30, 2026
Positions62 3 new, 2 sold out
Top 10 weight54.8%VIG alone is 6%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VIG Vanguard Specialized Funds 6.4% Added +2%
QUAL iShares Tr 6.4% Added +3%
BUFR First Tr Exchng Traded Fd Vi 6.3% Held
OEF iShares Tr 5.9% Trimmed −4%
MINT Pimco ETF Tr 5.4% Held
FWD Ab Active Etfs Inc 5.2% Added +3%
DGRW Wisdomtree Tr 5.1% Added +3%
RSP Invesco Exchange Traded Fd T 4.8% Added +2%
XLG Invesco Exchange Traded Fd T 4.7% Held
JHML John Hancock Exchange Traded 4.6% Added +3%
SDVY First Tr Exchange Traded Fd 3.9% Held
PYLD Pimco ETF Tr 3.4% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • JDVL $4.97M
  • TCAF $313K
  • META $224K
arrow_upwardAdded
  • VTI +17%
  • COWZ +15%
  • ALAI +9%
  • IEFA +8%
arrow_downwardTrimmed
  • VOO −17%
  • NVDA −14%
  • AGG −11%
  • AMZN −7%
remove_circleSold out
  • AXP $220K
  • TOTL $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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